Risk Scoring and Liquidity Intelligence for Private Debt Funds

Our Customer Success and Data teams work closely together to ensure seamless data integration. The process begins with a data audit to define the optimal data flow for importing your information into our systems. This can include options like Excel plug-ins, API connections with your CRM, or integration with Large Language Models.

Yes, we leverage LLMs to collect and clean data from unstructured sources. For example, we can automatically extract periodic data from quarterly fund reports. Please contact our data team to validate the feasibility, as it depends on the quality and exhaustivity of your data.

We’ve developed in-house algorithms combined with a comprehensive classification framework of 150+ sub-sectors to automatically categorise companies based on factors like sector, sub-sector, business model, and geography. This mapping serves as the foundation for our benchmarking and data visualization features.

Yes, you can send data update requests directly to entrepreneurs, who can securely update their information through our platform. You can also configure these requests to automate your reporting process.

Yes, you can easily export any data from the platform in Excel or PDF formats, typically for investment or credit committees, LP reporting, or providing justifications to auditors.

In addition to valuations, the platform enables continuous tracking financial health, growth momentum, and ESG maturity of your investments. Bespoke models also help you anticipate liquidity events within your portfolio.