Case Study
A centralized platform designed to enhance underwriting and surveillance operations.
Services
Product Design
Product Development
Industry
Investment Management
Client
Global Asset Management Firm
DURATION
1 year
Context & Objectives
Underwriting
The underwriting table gives traders a single, comprehensive view of every loan: no tabs, no extra clicks, no searching for data.
All critical information is in one place for fast analysis, informed pricing, and efficient review.
This streamlines workflows, reduces risk, and drives faster execution with stronger portfolio oversight across the business.
Surveillance View
Developed for surveillance teams to efficiently record, manage, and reference commentary throughout the life of a loan.
All inputs are centralized, time-stamped, and easily accessible, providing a complete audit trail and clear visibility into historical context and changes.
Box View
Built for deep loan review, whether it’s an initial assessment or a comprehensive reevaluation.
All financials, commentary, market signals, and supporting data are consolidated in a single, uninterrupted view, giving users the full context needed to analyze, compare, and make informed decisions.
Rent Roll Analysis
The analysis module that gives users a structured view of tenant performance, lease terms, and occupancy trends.
Designed to support underwriting and risk workflows, it enables quick identification of exposure, rollover risk, and rent concentration across properties.
Underwriting
Addressing defined business and user needs, we streamlined the time logging process — reducing input time and errors, enhancing ease of use, and enabling immediate visibility into logged data to support operational efficiency.
Dark or Light Mode
The platform includes support for both light and dark modes, allowing users to adjust the interface based on their working environment and personal preferences.
.jpg)
.jpg)
RESULT & Business Impact
Decision time reduced through streamlined navigation and full loan visibility.
Centralized underwriting in a single table minimizes steps and eliminates blockers, enabling faster, error-free execution.
Full change transparency with tracked edits and visible updates, improving auditability and reducing risk.
A global growth equity firm tasked its Research Operations team with improving due diligence, knowledge access, resources, dashboards, and contact networks.
Investors lack real-time data on existing commitments, limiting their negotiating power with banks and counterparts.
Invest in solutions that streamline, improve, and scale.
