Streamline Investment & Portfolio Accounting for Private Credit Opportunities

Ebook

As momentum for private credit accelerates, firms today may find themselves maneuvering through a web of operational complexity, particularly when it comes to the challenges of investment and portfolio accounting.

For private credit, each investment strategy may have its own ecosystem, its own language– and crucially– its own data and accounting requirements.

In this ebook, you'll learn how unified accounting technology and a flexible data framework can help modernize operations across key stages of the private credit lifecycle, including:

  • Loan origination and structuring
  • Interest, payments, and amortization
  • Portfolio monitoring and reporting
  • Operational efficiency and automation