Loan Portfolio Monitoring Made Simple
Track covenant compliance, borrower health, and portfolio performance in one platform
Sound Familiar?
Common challenges credit funds face
Covenant Tracking
Tracking financial covenants across dozens of borrowers manually
Inconsistent Data
Borrower financial data arriving in inconsistent formats
Risk Monitoring
Credit risk monitoring requiring manual analysis and spreadsheets
Investor Reporting
Loan-level performance reporting for investors
How AltoaX Helps
Purpose-built for private debt operations
Covenant Alerts
Automated covenant tracking with breach alerts and early warnings
Document Intelligence
Extract data from borrower financials in any format
Risk Dashboards
Credit risk metrics with early warning indicators
Loan-Level Reporting
Detailed investor reports by loan, sector, or portfolio
Monitor covenant compliance, borrower health, and portfolio risk in one view
Built for Private Debt
Features for loan portfolio management
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Form Builder
15 field types, conditional logic, automated distribution
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
Report Generator
Branded PDFs with custom sections and visualisations