PRIVATE CREDIT PORTFOLIO MONITORING

Private credit portfolio monitoring software for controlled update workflows

Private credit teams need to monitor borrowers, collect recurring updates, track documents, manage review evidence and report to investors. Prism helps connect portfolio monitoring with approvals, documents, investor reporting and operational governance.

Borrower update workflow

Track recurring data requests, documents, commentary and ownership across borrower relationships.

Covenant and exception context

Keep review notes, documents and follow-up actions connected to portfolio records.

Investor reporting connection

Move approved monitoring information into reports and investor communications without manual re-entry.

Private credit monitoring checklist

  • Can updates be collected consistently?
    Borrower reporting cycles need owner, due date, status and evidence tracking.
  • Can exceptions be reviewed?
    Covenant issues and commentary should connect to follow-up actions and approvals.
  • Can documents stay tied to records?
    Financial statements, notices and supporting evidence should remain connected to borrower and portfolio records.
  • Can reporting use approved data?
    Investor outputs should reflect reviewed information, not unmanaged spreadsheet copies.

Evaluate Prism directly

Use the live Prism demo to test the workflows behind CRM, deal flow, portfolio monitoring, investor reporting, document control and approvals.