Get borrower data
right from the source
Get borrower data
right from the source
Get borrower data
right from the source
Get borrower data right from the source
Introducing the private credit management platform that automates reporting and compliance.
Introducing the private credit management platform that automates reporting and compliance.
Talk with us
Talk with us
Private credit operations are stuck in the dark ages.
Relying on email and spreadsheets for manual data collection works, but it’s slow and messy to get all the information you need about your portfolio of borrowers.
Modern portfolio management, built for private credit
Modern portfolio management, built for private credit
Simplify borrower reporting
Simplify borrower reporting
Track reporting requirements in a secure portal for borrowers. Keep sensitive data out of email with direct integrations to banking and accounting systems. Delegate data collection to us and let borrowers simply review and submit.
Track reporting requirements in a secure portal for borrowers. Keep sensitive data out of email with direct integrations to banking and accounting systems. Delegate data collection to us and let borrowers simply review and submit.
Get all your data in one place
Get all your data in one place
Focus on portfolio management rather than chasing down companies for data. Centralize loan information as you scale. You’re always one click away from answering: “Where did this data point come from?”
Focus on portfolio management rather than chasing down companies for data. Centralize loan information as you scale. You’re always one click away from answering: “Where did this data point come from?”
No portfolio is too nuanced
No portfolio is too nuanced
Customize templates for your firm and onboard new borrowers with flexible reporting requirements. From liquidity ratios to disclosure schedules, Lumonic has you covered.
Customize templates for your firm and onboard new borrowers with flexible reporting requirements. From liquidity ratios to disclosure schedules, Lumonic has you covered.
Spot trends and anomalies
Spot trends and anomalies
Track compliance over time down to the deliverable at the borrower and portfolio level. Get alerted when out-of-compliance companies need your attention.
Track compliance over time down to the deliverable at the borrower and portfolio level. Get alerted when out-of-compliance companies need your attention.
Deposit Account Control Agreements
Deposit Account Control Agreements
Borrowing base certificates
Borrowing base certificates
Perfection certificates
Perfection certificates
Compliance certificates
Compliance certificates
Financial Statements
Financial Statements
Reporting covenants
Reporting covenants
Financial covenants
Financial covenants
Credit agreements
Credit agreements
Stop chasing down borrower data
Stop chasing down borrower data
Get Lumonic to do it for you
Talk with us
Talk with us
© 2024 Lumonic Inc. Terms of Service • Privacy Policy • Security
© 2024 Lumonic Inc.
Terms of Service • Privacy Policy • Security