Fund Finance Borrowing Base Monitoring demo
For banks lending to funds: every borrowing base certificate, investor list, capital call, valuation and loan tape re-tested against the facility terms, on one monitor. 1:15
What the demo shows
A monitoring solution for fund lenders that tests each borrowing base against facility terms.
Seven agents rebuild each fund's borrowing base from its investors, capital-call receipts, today's ratings and transfers and the credit agreement — as of the loan date, not the certificate date — and the analyst confirms, with the credit officer approving larger loans.
Transcript
- Fund Finance Borrowing Base Monitoring Retests Each Fund's Borrowing Base Against Its Facility Terms For Fund Lenders.
- Halbert's Borrowing Base is a map.
- Each tile an investor, sized by the capital it still owes.
- The certificate shows $55 million free.
- The $42 million loan seems to fit.
- Then the account statement lands.
- Marlowe missed a capital call.
- Its tile grays out, $15 million gone.
- A stake sold to an unapproved buyer and Aldergate's downgrade leave $28.5 million.
- Click a tile for its rating, capital calls, and a clause that sets how it counts.
- If Marlowe pays Wednesday, it turns green and the whole loan fits.
- Priya confirms, Helen approves.
- Funded on the bank's number, retested within a day.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.