Credit Administration

and Risk Management

Borrower Draws: we work with borrowers and servicers to develop independent borrowing bases, monitor covenants, and measure data accuracy to ensure borrower requests are compliant with conditions precedent to funding. 

Dashboards and Reporting: we deliver real-time, streamlined deal and composite performance dashboards to your investment professionals for optimal, timely decisions that leverage their time.


Covenant Tracking – Preparation and monitoring of covenants, including financial statements, compliance certificates, and audits


Borrower Outreach – interact with client creditors for monitoring and addressing risk factors


Collateral Administration – Loan operations setup with cash flow modeling and asset document management


Portfolio Analytics – Interactive dashboards, reports, reconciliations, and cash flow monitoring (actual vs. projected), identifying risk and potential performance issues and trends


Workout and Event Management – Amendment documents, consents, and waivers; assist with defaults, distressed workouts, and restructuring efforts

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Contact Info

327 Plaza Real, Suite 320 | Boca Raton, FL 33432
(954) 938-3000