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Deal Flow. Streamline your front- and middle-office workflows.

Deal Flow is a SaaS software platform that streamlines processes for alternative credit teams by collecting, ordering and normalizing deal information in a real-time data hub. Deal Flow enables firms to screen opportunities, deploy capital, monitor performance and complete detailed reporting requirements with ease.

Deal Flow

For investment teams: Accelerated investment analysis processes and collaborative tools that create transparency across teams pre-and post-funding

For reporting, accounting, compliance and legal teams: Golden source, auditable data that feeds downstream systems and automates manual processes

Key functionality

CRM and Pipeline Modules

CRM and Pipeline Modules

Aggregate data and collaborate more efficiently using historical and live funnel stats and breakdowns.

Workflow Management

Workflow Management

Create and manage tasks across teams and create collaboration networks while sharing analysis and watchlists.

Holdings Module

Holdings Module

Drill into fund constituents and exposures, create custom views, export and share ad-hoc data sets and create graphs and charts all in real-time.

Performance Analytics

Performance Analytics

Track covenants, systematically identify risks in underlying borrowers’ financials and evaluate the health of strategies holistically.

Document Management

Document Management

Store critical documents, support full audit trails for all deal communications and generate and track NDAs and adverse actions.

Data Collection & Normalization

Data Collection & Normalization

Evaluate and manage private assets and submit them to the credit and investment committees for approval.

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