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Sonar is a portfolio‑monitoring and data‑automation platform built for private credit and private‑markets investors. It centralizes borrower financials, automates covenant and KPI tracking, and streamlines recurring reporting workflows for underwriting and portfolio‑management teams

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Core product

Sonar Portfolio Intelligence Platform (data ingestion, covenant engine, dashboards, reporting workflows)

Use cases

Borrower monitoring, covenant tracking, KPI dashboards, recurring reporting, data consolidation, audit support

Functional categories (vendor-stated)

Portfolio Monitoring, Data Ingestion, Covenant Tracking, Borrower Analytics, Reporting Automation, Workflow Managemen

Integrations

APIsExcel Import/ExportCRM Integrations, Fund‑admin Systems, Data‑room Connectors

Workflow stages

Data Ingestion → Validation → Monitoring → Covenant Tracking → Reporting → Ongoing Portfolio Oversight

Portfolio focus

Private credit, direct lending, venture debt, specialty finance