Private Credit Valuation demo
Every loan's quarterly mark set beside its evidence, its last mark and its peers, ready for the valuation committee and the auditor. 1:15
What the demo shows
A valuation solution for credit funds that backs each loan mark with evidence and peers.
Six agents read every position's financials, amendments, market spreads and independent range as they arrive, run the yield analysis and coverage test, and set this quarter's proposed mark beside last quarter's, the comparables and the same loan in other funds, with the move explained in a bridge; the head of valuation proposes and the valuation committee approves.
Transcript
- Private Credit Valuation backs every loan mark with public peers, recent deals, and company performance.
- The home plots all 142 loans by leverage and spread, rings our last quarter's marks.
- Replay the quarter, the book drifts wider as an amendment, quoted loans, and a new deal arrive.
- Brookhaven has new inputs, Elena runs it, and six agents read the financials in the market.
- Two quoted dental loans widen, and the dot drifts from its ring, $98.50 to $95.40.
- The evidence opens. Other funds marks quoted loans, a new deal, and earnings down 13%.
- The bridge explains every point ready for the valuation committee and auditor.
- Seven exceptions go to the committee, every mark with documented support.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.