Customers
Built for teams managing credit portfolios.
For private credit funds, non-bank lenders, family offices and DFIs.
One system
Every book, one working record.
Covenants, reporting, collateral and debt service for each position, in the view your team works from.
Amortizing working-capital term loan · USD 20.0M drawn of USD 20.0M committed
Covenants
DSCR test
1.10x / 1.25x min
Cash reserve coverage
1.63x / 1.00x min
Reporting
- Management accountsOverdue 5d
- Financial statementsReceived
- Compliance certificateDue in 24d
- Interest receipt evidenceDue today
Collateral
Trucks, handling equipment and logistics receivables. First ranking.
USD 42.0M desktop valuation · 3 Aug 2026
Debt service
12.75% coupon, amortizing monthly. Interest only to 6 Oct 2026, then 20 monthly principal payments.
Maturity 6 May 2028
Open review: DSCR test, waiver on file
1.10x tested against a 1.25x minimum · 31 Aug 2026 test
Who it's for
Four books. Different places they slip.
The shape of the book changes by lender, and so does what goes unwatched.
Private credit funds
Keep oversight in step with your portfolio.
Bring consistent review to a growing book across borrowers, strategies and reporting cycles.
Monitoring
LiveReview covenant results, reporting obligations and collateral.
Servicing
LiveCompare debt-service schedules with recorded payments.
Portfolio Insights
Coming soonWill model how rates, currencies and market conditions affect portfolio risk.
Alternative and non-bank lenders
Stay close to borrowers after close.
Keep reporting deadlines, credit performance and follow-ups in view throughout each facility's life.
Monitoring
LiveTrack reporting deadlines, receipt status and team ownership.
Underwriting
BetaReview borrower identity, ownership and KYB standing.
Family offices
Bring structure to direct lending.
Organize each loan's terms, reporting obligations and covenant results for your team's review.
Monitoring
LiveReview covenants, reporting and collateral for each direct-lending position.
DFIs
Oversight that reflects your mandate.
Track financial and impact reporting across jurisdictions, with requirements that vary by facility and co-funder.
Monitoring
LiveTrack financial and impact reporting obligations by facility and due date.
Underwriting
BetaReview entity identity, ownership and KYB standing.