Facility control & visibility
Borrowing base, covenant, and facility compliance with independent management.
Independent oversight that strengthens portfolio visibility, reinforces controls, and reduces the operating burden of ongoing facility administration.
Why this work matters
Effective credit administration gives lenders and investment managers reliable visibility into the information, calculations, exceptions, and requirements that shape facility performance.
As portfolios and facilities become more complex, consistent data, controls, reporting, and exception management strengthen oversight while reducing the recurring administrative burden placed on internal credit and investment teams.
What we do
- Borrowing base and collateral administration
- Eligibility, concentration, and advance-rate testing
- Covenant and compliance monitoring
- Payment waterfall construction and validation
- Portfolio analytics, dashboards, and stress testing
- Lender reporting and facility administration
Who this serves
Lenders & capital providers
Private credit and direct lending platforms, banks and non-bank lenders, asset-based lending businesses, fintech and specialty finance lenders, and funds managing complex credit facilities.
Borrowers & originators
Specialty finance companies, credit originators, and structured credit platforms that need disciplined borrowing base management, compliance, and lender-ready reporting as they scale.
Primary stakeholders
On the lender side: Chief Credit Officers, Heads of Credit / Credit Risk, portfolio management, credit administration, and loan operations. On the borrower and originator side: CFOs, COOs, treasury, and finance operations leaders.
Common triggers
- Portfolio growth
- Complex borrowing bases
- Covenant exceptions
- Manual waterfall processes
- Need for independent oversight
What clients gain
- Independent validation that supports governance
- Clear visibility into collateral, utilization, and exceptions
- Reduced administrative burden on credit and ops teams
- Repeatable facility processes that scale with growth
Tell us what you’re trying to solve.
Whether you are building a new capability, strengthening an existing function, or addressing a specific operating challenge, we can help determine the right path forward.