Loan Servicing & Collateral Management Software
Platforms for servicing facilities, managing collateral, and running the operations of asset-based and direct lending portfolios.
Aaim
APAC
Asset intelligence and analytics platform enabling banks and credit unions to offer private‑banking‑style asset‑based lending
ABLSoft
North America
Cloud platform automating borrowing‑base intake, loan monitoring, collateral tracking, and compliance for ABL lenders
Accordion
Accordion is an AI- and data-powered financial consulting and value-creation firm built for private equity–backed CFOs and portfolio companies—offering strategic advisory, transformation support, and CFO-led performance improvement throughout the investment lifecycle
Affirm
North America
Affirm provides a buy‑now‑pay‑later lending platform that enables merchants to offer installment financing at checkout. Its technology handles underwriting, loan servicing, payments, and consumer risk assessment, supporting e‑commerce and in‑store transactions
AltConvey
AltConvey is an AI-native platform focused on automating private credit workflows through semantic intelligence, lifecycle modeling, and real-time data orchestration
Alter Domus
North America · Europe · APAC · Global
Global fund administrator providing end‑to‑end operational, accounting, and technology services for alternative investment managers
Alternative Investment Exchange
Alternative Investment Exchange (AIX) is an end-to-end digital platform that streamlines the entire alternative investment distribution lifecycle for advisors, distributors, and transfer agents—transforming a previously paper-based process into a point-and-click, all-digital experience
Asset Class
Asset Class is an all-in-one private capital lifecycle platform that unifies CRM, fundraising, subscription management, investor relations, fund administration, and portfolio management into a single, branded interface
Bankstride
North America
Digital banking platform automating commercial loan management, covenant monitoring, and exception tracking
Baseline
North America
Modern loan origination and servicing platform purpose‑built for private real estate lenders
BNY
BNY Mellon is a global financial services company overseeing more than $53 trillion in assets, delivering global custody, fund administration, asset servicing, and treasury solutions with a foundation of operational resilience and data-driven insights
BridgePort
BridgePort provides bespoke digital technology and infrastructure solutions for private market constituents, powering custom investment platforms, syndication portals, SPVs, and operations-as-a-service across the private investment lifecycle
CARDO AI
Europe · Middle East & Africa · Global
AI-driven platform for asset‑based finance and private credit, automating data, modeling, and risk workflows
Cascade Debt
North America
End‑to‑end private credit platform providing verified data, analytics, and monitoring for ABL and specialty finance
Chatham Financial
North America
Chatham Financial is a global advisory and technology firm specializing in interest‑rate, FX, and commodity‑risk management for private equity, private credit, real estate, and corporate borrowers. Its platform supports hedging strategy, derivatives execution, valuations, and debt portfolio oversight
Constant
North America
AI‑powered platform automating loan servicing tasks and enabling borrower self‑service
Corastone
Corastone is a modern infrastructure platform for private markets, enabling straight-through processing of subscriptions, capital calls, tenders, and redemptions through a single API and permissioned blockchain–based shared data network for seamless counterparty integration, operational efficiency, and visibility across the investment lifecycle
Cordada
Latin America
Cordada is a Latin American private credit platform that partners with specialized originators to deploy scalable private debt, combining proprietary risk models, institutional governance, and co‑investment structures to deliver predictable, protected credit portfolios for institutional investors. The firm has deployed USD $5B in financing and operates a network of 100+ specialized originators
Credibur
Europe
API‑ and AI‑first platform automating structured credit operations for non‑bank lenders and institutional capital providers
CrediLinq.Ai
APAC
AI‑powered infrastructure enabling B2B platforms to offer embedded lending and real‑time SME credit decisioning
CXC
APAC · Global
Leading LATAM structured finance servicer providing technology‑enabled monitoring, reporting, and compliance for credit facilities
DwellFi
DwellFi is an AI-first, blockchain-enabled fund operations platform that automates and streamlines private fund administration workflows. Its suite of AI Agents handles repetitive, error-prone tasks—like data reconciliation, document processing, NAV and fee calculations, error detection, and audit-ready execution—freeing teams to focus on strategic, client-facing activities
FINASTRA
Europe
Finastra is a global financial‑technology provider offering end‑to‑end lending, treasury, and banking systems for banks, private credit lenders, and specialty‑finance institutions. Its platforms support origination, underwriting, servicing, collateral management, and regulatory compliance across commercial and consumer lending
Finbourne Technology
FINBOURNE Technology is a cloud-native financial data platform that uses AI to unify, govern, and analyze investment data across asset managers, banks, hedge funds, and sovereign wealth funds—powering decision-making, compliance, and operational efficiency
Finley
North America
Modern loan administration platform for private credit funds and banks
fundcraft
fundcraft is the first unified digital fund operations platform, centralizing and automating every back-office workflow—from reporting and compliance to accounting, transfer agency, corporate secretary, and portfolio management—for Venture Capital, Private Equity, and Funds of Funds
Fundrise
Fundrise is a tech-enabled investment platform that democratizes access to private real estate and venture capital—leveraging AI to optimize portfolio construction, asset management, and investor communications for over 2 million users
GIRO.TECH
Europe
Platform enabling companies to run credit operations, issue financing, and manage securitization structures
GLASfunds
GLASfunds offers a comprehensive ecosystem for alternative investing, combining institutional access, consolidated reporting, and customizable portfolio workflows—all under a single digital subscription
Goji
Goji is a fintech platform specializing in the servicing and distribution of private market funds. Acquired by Euroclear in 2022, Goji powers a global digital infrastructure for private fund access, enabling scalable growth through automation, connectivity, and real-time data synchronization
goodfin
Goodfin blends institutional-grade sourcing with frontier AI to unlock private market opportunities for individuals, family offices, and RIAs. Its platform pools capital into managed vehicles, enabling access to exclusive deals with no minimums, while its AI concierge powers research, allocation, and execution
Harmonic
North America · Europe · APAC · Global
Harmonic is one of the largest independent fund administrators serving private credit, private equity, hedge funds, fund‑of‑funds, pension funds, and private banks. The firm combines deep operational expertise with proprietary technology to deliver fund administration, loan administration, and custom software solutions. Harmonic’s in‑house platform, FM3, provides a unified front‑, middle‑, and back‑office system supporting fund accounting, investor services, loan lifecycle management, covenant monitoring, and portfolio analytics
HedgeServ
Europe · APAC · Global
Pioneers in fund administration, delivering proprietary solutions that empower private capital. Flexible technology automates processes and delivers a full suite of intelligent data – allocations, investor commitments, performance metrics, fees, and expenses – providing on-demand access to industry-specific reporting such as investor balances, waterfall calculations, funded/unfunded amounts, and dynamic IRRs and MOICs. Full support from bilateral loan servicing, rated feeder servicing, and bank loan closing through to investor coverage and reporting.
Hypercore AI
North America
End‑to‑end loan management platform for private credit lenders, automating operations from origination to servicing
iCapital
iCapital is a global fintech platform that simplifies access to alternative investments for financial advisors and institutions—digitizing the entire lifecycle from subscription to reporting across private equity, credit, hedge funds, and structured notes.
Intralinks
Intralinks is a secure collaboration and data-sharing platform built for high-stakes financial transactions—powering M&A, capital raising, and alternative investment workflows with enterprise-grade security and AI-enhanced document intelligence
Inveniam
Inveniam is a decentralized data infrastructure platform for private market assets—transforming unstructured documents into credentialed, auditable, and tradable data using blockchain and AI
Kennek
Europe
End‑to‑end lending operating system for alternative lenders, unifying origination, underwriting, servicing, payments, and investor reporting
LendFusion
North America · Europe
LendFusion is an end‑to‑end loan management platform for high‑volume specialist lenders. It automates origination, underwriting, servicing, and collections with configurable workflows, AI‑powered decisioning, and deep lending‑domain support. Designed for fast‑scaling lenders, it reduces manual work and centralizes the full loan lifecycle
Linedata
Linedata is a global financial technology and services provider offering modular software, data analytics, and outsourcing solutions for asset managers, hedge funds, private credit firms, and lending institutions
LoanStreet
North America
Integrated loan participation and servicing platform used by 1,300+ financial institutions to trade, manage, and analyze loan portfolios
Monato
Latin America
Mexican fintech building modular financial infrastructure enabling companies to embed payments, transfers, and credit services via a single API
Morphic
Morphic is an AI-native no-code creative agency platform that automates brand strategy, design, copy, and website development to deliver custom websites and marketing materials for startups and professional services firms
Motive Partners
Motive Partners is a specialist private equity firm focused on building, backing, and buying technology-enabled companies that power the financial services industry
NAV Fund Administration Platform
North America · Europe · APAC · Global
NAV is a global fund administrator providing technology‑enabled services across hedge funds, digital assets, private equity, venture capital, real estate, and multi‑manager platforms. With 30+ years of experience, $350B+ AUA, and 2,300+ clients, NAV delivers proprietary systems that automate complex fund operations, high‑volume trade processing, and investor servicing
Northern Trust
Northern Trust is a global financial services firm specializing in asset servicing, investment management, and wealth management—serving institutional investors, corporations, and ultra-high-net-worth individuals with deep expertise in private markets, data infrastructure, and fiduciary governance
Novum
Novum is building a “Funding OS for Fintech” — a platform designed to streamline and manage funding, financing, or capital-flows for fintechs. It appears to be launching soon.
Ocorian
Ocorian is a global provider of fund administration, fiduciary, and corporate services—specializing in complex structures across private equity, real estate, infrastructure, and credit. It supports GPs, LPs, and institutional clients with scalable operations, compliance, and governance infrastructure
Oneiro Solutions
North America · Europe
Cloud‑native platform (DLX) modernizing corporate and syndicated loan administration with real‑time collaboration, transparency, and full loan lifecycle management
Opto
Opto is a private markets program platform for wealth managers—offering an end-to-end solution to build, fundraise, and manage alternative investment programs at scale, leveraging guided intelligence, algorithmic vetting, and automation
Oxane Partners
Europe · APAC · Middle East & Africa · Global
Technology‑driven solutions provider for Private Credit+, offering an integrated platform (Oxane Panorama) for portfolio monitoring & reporting, valuations, and agency servicing across complex credit portfolios
Pereview
Pereview is the commercial real estate industry’s only AI-powered asset management platform that unifies equity and debt investment workflows—optimizing financial performance, visualizing risk, and automating operations throughout the asset lifecycle
PPB Capital Partners
PPB Capital Partners is a full-service alternative investments partner for wealth advisors, powered by PPBx—an open-architecture platform that delivers custom private funds, tailored strategies, and institutional-grade access with white-glove operational support
Proteus
Proteus is a private market investment platform purpose-built for RIAs and family offices—designed to deliver curated access to private equity, credit, real assets, and hedge funds through a digital, compliance-ready infrastructure. It streamlines fund discovery, subscription, and reporting across alternative investments
Provenance Blockchain
Provenance Blockchain is a distributed, proof-of-stake blockchain purpose-built for digital real-world asset tokenization—enabling institutions to issue, transfer, and settle tokenized financial products with built-in compliance, auditability, and high throughput
Real Private Credit
North America · Global
The first legal-tech rail delivering "Super Perfection" (UCC Article 12) for private credit assets. RealPC allows funds to tokenize collateral with bankruptcy-remote "Control" rights, replacing the need for slow SPV/paper-filing structures
Real Private Credit (RealPC)
North America · Global
The first legal-tech rail delivering "Super Perfection" (UCC Article 12) for private credit assets. RealPC allows funds to tokenize collateral with bankruptcy-remote "Control" rights, replacing the need for slow SPV/paper-filing structures
Rouse Services
North America · Europe
Provider of construction equipment market intelligence, offering real‑time valuations, rental metrics, and benchmarking for lenders, rental companies, and dealers
Scayl
Europe
Debt funding platform connecting fintech lenders with banks, providing scalable credit facilities and automated reporting infrastructure
Setpoint.io
North America
Capital markets operating system powering warehouse facilities, forward flow programs, and securitization workflows with automated calculations, reporting, and collateral verification
Siepe
North America
Technology and services provider for private credit and CLO managers, offering data management, workflow automation, collateral administration, and cloud‑based investment operations
Solifi
North America · Europe · APAC · Global
Solifi provides a unified lending technology platform supporting secured finance, including asset‑based lending, equipment finance, factoring, and automotive finance. The platform centralizes loan operations, automates servicing workflows, and provides real‑time portfolio visibility for lenders across private credit and specialty finance
SyndTrak
North America · Europe · APAC · Global
SyndTrak is LSEG’s syndicated‑loan management platform used by arrangers, lenders, and agents to coordinate loan syndication, manage investor outreach, and distribute deal documentation across the primary loan market
SyndTrak (Refinitiv/LSEG)
North America · Europe · APAC · Global
SyndTrak is LSEG’s syndicated‑loan management platform used by arrangers, lenders, and agents to coordinate loan syndication, manage investor outreach, and distribute deal documentation across the primary loan market
Synply
North America
Synply is a modern loan‑syndication platform built by former bankers and incubated within Live Oak Bank. It streamlines the entire syndicated‑lending lifecycle—origination, structuring, approvals, servicing, and ongoing portfolio management—replacing spreadsheets and email‑driven workflows with automated, auditable processes
Tenor Digital
North America
Digital lending and servicing platform enabling lenders to originate, service, and collect loans with automated borrower workflows
TimVero
North America
End‑to‑end lending platform enabling lenders to originate, underwrite, service, and collect loans with automated workflows
Ultimus Fund Solutions
Ultimus Fund Solutions is one of the largest independent fund administration and middle-office providers in the U.S., blending cutting-edge technology with high-touch consultative service to deliver full-service fund accounting, transfer agency, middle office and investor servicing for registered funds, private funds and public plans via its proprietary uSUITE® platform
Vaas
North America
Real‑time master servicing platform for private credit, automating verification, collateral checks, cash‑flow reconciliation, and post‑funding operations
Vega
North America · Europe
Vega is an operating system for alternative asset managers, providing a unified client operations platform (AltOS) that automates and orchestrates every stage of the client lifecycle—from marketing and onboarding through execution and reporting
Vervent
North America
One of the largest third‑party servicers of consumer and commercial loan portfolios, offering primary servicing, backup servicing, and capital markets support
Vistra
Vistra is a global corporate and fund administration platform offering in-market expertise and digital workflow automation for entity management, international expansion, SPV management, fund administration, and investor services, anchored by Geni—its 24/7 AI compliance advisor on the Global Expansion Platform
Whale blue
Europe · Global
Whale Blue is a purpose‑built private credit portfolio management platform offering real‑time monitoring, centralized financial data analysis, and automated reporting for private credit funds. Founded in 2021 and headquartered in the U