Purpose-Built for Private Credit
Private credit has enjoyed robust growth in recent years as investors continue to seek alternative sources of returns and as demand grows from corporate borrowers.
While the growth continues, private credit investors are bracing for an inflection point driven by changing macro-economic conditions, increased competition, a maturing regulatory environment, and the accelerated adoption of AI-enabled technologies.
This evolving dynamic is driving many managers to:
- Prioritize data as an asset for performance & stakeholder engagement
- Look for opportunities to streamline operations and focus on core activities
Private credit remains woefully behind other asset classes in terms of technology adoption. The industry continues to rely on spreadsheets to acquire, manage, and report on investments, and has minimal access to real-time data or a reliable single source of truth.
As a result, private credit investors of all sizes spend most of their time trying to source, validate and populate data and minimal time analyzing data or deriving insight from it.
Webinar: How Leading Private Credit Investors are Unlocking Scale and Enhancing Portfolio Oversight
To learn how institutional investors are managing private credit portfolios at lower operational risk, check out our recent on-demand webinar. Hear about current trends in private credit, challenges facing investors, and how we are responding to the demand and solving for obstacles through our private markets capabilities at Charles River.
Trust Your Data, Gain Better Insights
Charles River for Private Markets consolidates and normalizes investment data into a single platform for teams focused on Portfolio Monitoring, Deal Management, and Valuation Management. Break through your data silos and connect your technology point solutions to unlock access to faster insights and improved response times to LP queries.
Current Reactive State for Many Private Credit Investors
- Investment portfolios & client teams have grown in complexity, making it increasingly difficult to effectively monitor risk
- Processes for gathering and centralizing data continue to rely on dated technology & workflows
- The reporting and regulatory environment has begun to shift as LPs demand more data, and regulators focus on opacity and non-standardization of private markets as an asset class
Solutions with Charles River for Private Markets
- Centralized borrower and loan data in a cloud-based environment, built on a pre-defined data model purpose-built for Private Credit
- Technology & Managed Data Services to streamline borrower data collection
- Workflows to drive efficient and standardized processes across teams and departments and geographies
- Servicing most types of Private Credit, including direct lending, mezzanine, distressed, real estate, and infrastructure
Charles River for Private Markets: Key Capabilities
Borrower Summary
- Make better data-driven investment decisions with data insights at security level
- Helps eliminate countless manual hours of data normalization process
- Streamlines QoQ key financials KPIs with data visualization
- Drill down from borrower level to security level with historical details
Covenant Tracking
- Provides asset manager compliance key metrics tracking with accurate portfolio exposure for investment decision-making
- Helps eliminate countless manual hours of data normalization processes
- Automated compliance rules check with RAG highlights
- Enhanced operating and risk management
Loan Summary
- Make better data-driven investment decisions with data insights from security to loan, borrower and portfolio level
- Helps eliminate countless manual hours of data normalization process
- Full visibility into status of loan/security/positions data across different systems within a few clicks
Data Quality
- Provides investment manager data governance for better investment decision making
- Automated key financial KPIs, data quality check rules, and QoQ financial comparison with RAG highlights
- Enhanced operating and risk management
Part of a Larger Data Management Platform
Charles River for Private Markets enables firms to aggregate critical data and manage valuations and scenarios at scale. With timely portfolio monitoring, transparent deal management, realistic valuations, and consistent, accurate asset and ESG management, the solution enables investors and managers to unlock value and efficiencies required to be competitive in today’s environment.
Read our Blog
Effective Private Credit Pipeline and Deal Management
Harnessing the right processes, partners and platforms to ensure success In our recent article, we discussed the rapidly changing private credit landscape and potential opportunities facing investors as they seek to enter or expand exposure to this dynamic asset...
Key Themes in Private Credit
2025 and Beyond The robust growth of private credit has created massive opportunities for asset managers positioned to acquire and manage investments in this sector. Large private asset managers are increasingly joined by traditional, public asset focused firms...
Introducing Charles River for Private Markets
By Spiros Giannaros In an effort to simplify our branding and how we represent ourselves to our clients and the general marketplace, we are retiring the Mercatus brand and introducing a new name for our front and middle office technology solution for private markets:...
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We're ready to answer your questions. Contact Sales & Marketing by filling out this form.
Follow us on our social channels to stay up-to-date on all Charles River News and Events.
