Private Credit Portfolio Monitoring demo
Every switch to payment-in-kind, every waiver and every extension on one timeline per loan, so hidden stress is seen before it becomes a default. 1:15
What the demo shows
A monitoring solution for credit funds that puts every waiver and extension on one timeline.
Six agents read every amendment, waiver, interest notice, compliance certificate and mark for every loan, put them on one timeline, test each covenant on its original definition too, and score and rank the fund by accumulated stress — the portfolio manager proposes, the CIO's committee decides.
Transcript
- Private Credit Portfolio Monitoring puts every waiver, reset, and extension on one timeline per loan.
- Over half of defaults began as deferred interest.
- Agents place each amendment on its lane.
- Bunch markers show a borrower leaning on the fund.
- Watch Brookhollow's lane fill, waiver, reset, looser ad-backs, interest in kind, for concessions in nine months.
- Ostrander drew this shape before non-accrual.
- Brookhollow ranks first, yet is rated performing.
- Six agents read 41 documents.
- Leverage has failed its original covenant for six quarters.
- Now it asks for another year, all in kind.
- The agents propose $10 million of new equity and capped in kind interest.
- Elena signs stress flagged a quarter or more before non-accrual.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.