Portfolio intelligence that unlocks capital.
Cut reporting time from 4.5+ hours to under 1 minute. AI scans thousands of deals in seconds, compressing decision lag from 3–5 days to same-day.
The Challenge
This SMB alternative finance lender had the deal flow and the track record. What they lacked was portfolio transparency. Reporting to capital partners took 4.5+ hours per cycle, and decision lag ran 3–5 days because data was scattered across systems.
Without real-time visibility, securing a larger credit facility was impossible — capital providers need confidence in portfolio health.
The Solution
We deployed 24/7 Risk Monitoring to create continuous portfolio intelligence:
- AI scans thousands of deals in seconds
- Daily portfolio health scores replace monthly manual reviews
- Payment tracking and renewal pipeline surfacing happen automatically
- Capital partner reporting compressed from hours to under a minute
The Results
- $100M+ credit facility secured — capital partners gained the transparency they needed
- Reporting time cut from 4.5+ hours to under 1 minute
- Decision lag compressed from 3–5 days to same-day
- Portfolio-level visibility across thousands of active deals
Who This Applies To
Alternative finance lenders seeking to scale their credit facilities but blocked by manual reporting processes. If your capital partners ask for data you can't produce quickly, this is the gap to close.
“Our capital partners used to wait days for portfolio reports. Now they get real-time dashboards. That transparency is what got us the $100M facility.”
— CFO, Alternative Finance Lender
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