CapitalBridge vs Allvue Systems
Allvue is built for large credit funds and CLO managers. CapitalBridge is built for development finance compliance. Different tools for different problems. Here is an honest comparison of where each one fits.
At a glance
Two platforms, two different sweet spots. This table covers the dimensions that matter when choosing between them.
| Dimension | Allvue Systems | CapitalBridge |
|---|---|---|
| Annual cost | $50K-200K+/year | $2K-$5K/month |
| Implementation | 6-12 months | 2-4 weeks |
| Primary focus | Private credit, CLOs, fund accounting | DFI compliance, borrower reporting |
| Borrower portal | Not included | Included, self-service |
| Reporting types | Custom configuration required | 27 standard types, pre-configured |
| All currencies | Limited coverage | All currencies, daily auto-sync |
| Pricing model | Per-AUM + per-module | Flat monthly, no AUM scaling |
| Fund accounting | Full GL, NAV, investor reporting | Not included (compliance-focused) |
| CLO management | Purpose-built for CLOs | Not applicable |
| Production scale | Large institutional funds | 7 funds, 191+ borrowers live |
The real cost is not the license fee
Allvue's sticker price is already 10-20x higher. But the gap widens further when you factor in implementation, configuration, and ongoing maintenance costs.
Allvue: $50K-200K license + $50K-150K implementation consulting + 6-12 months of staff time dedicated to configuration. Total first-year cost often exceeds $200K. CapitalBridge: $2,000-$5,000/month, implementation included, live in 2-4 weeks.
Allvue pricing escalates with AUM growth and additional module adoption. A fund that doubles its AUM pays significantly more. CapitalBridge pricing is flat per portfolio tier. Growth does not trigger price increases.
Allvue's modular pricing means features like compliance workflows, document management, and reporting may require separate module purchases. CapitalBridge includes all compliance features in every plan: submissions, covenants, documents, counterparty portal, automated reminders, and multi-currency support.
No implementation fees. No per-AUM escalation. No module gating.
Where Allvue is the better choice
Allvue has capabilities that CapitalBridge does not offer. If these are your primary requirements, Allvue may be the right platform.
Allvue provides dedicated CLO management tools: tranche modeling, waterfall calculations, compliance testing, and investor reporting. If you manage collateralized loan obligations, this is purpose-built infrastructure that CapitalBridge does not replicate.
Full general ledger, NAV calculation, investor allocations, and fund-level financial reporting. CapitalBridge is a compliance platform, not an accounting system. If you need integrated fund accounting, Allvue delivers that in a single platform.
Complex distribution waterfall modeling for private equity and credit funds. If your fund structure requires multi-tier distribution calculations with carry, preferred returns, and catch-up provisions, Allvue handles this natively.
Allvue serves the largest credit funds and institutional investors. If you manage $10B+ in syndicated loans across hundreds of facilities, Allvue's loan-level analytics and portfolio management tools are built for that scale and complexity.
CapitalBridge does not include CLO management, fund accounting, or waterfall calculations today. It was purpose-built for compliance monitoring. But CapitalBridge was built by Proceptio, a software development team that builds data infrastructure for institutional clients like IKEA and Baillie Gifford. If you need capabilities beyond what CapitalBridge covers, we build those too.
Where CapitalBridge is the better fit
If your core workflow is collecting reports from borrowers, monitoring covenants, and tracking compliance across a bilateral lending portfolio, CapitalBridge was built specifically for that.
27 standard reporting requirement types (AFS, QMA, CC, ESAP, PAR30, PAR90, SEMR, SEIR, and more) ship pre-configured. Cascading assignment rules mean a new borrower automatically inherits the right reporting requirements from its fund, sector, and subsector. Allvue requires custom configuration to replicate DFI-specific compliance workflows.
2-4 weeks from kickoff to live submissions. That is not a marketing claim. Cygnum Capital went from first call to 7 funds and 191+ borrowers managed on the platform in production. Allvue implementations typically run 6-12 months with dedicated project management and consulting resources.
Every CapitalBridge deployment includes a counterparty self-service portal. Borrowers log in, see their deadlines, upload documents, enter financial data through form templates, and track their compliance score. No email chasing. Allvue does not include a borrower-facing portal.
Daily spot and forward rate synchronization for all 156 supported currencies including emerging market currencies. Automatic USD conversion for portfolio-level reporting. Allvue's currency support is strong for major currencies but limited for markets where fund managers operate.
$2,000-$5,000/month with no per-AUM fees and no module gating. All features included in every plan. For a mid-sized DFI or bilateral lender, CapitalBridge costs less per year than a single month of Allvue. That means smaller funds and emerging market lenders can access institutional-grade compliance tooling.
Switching takes 2-4 weeks
Moving from Allvue (or running CapitalBridge alongside it) follows a structured process. You talk to the engineers who built it, not a sales team.
Fund hierarchy, sectors, subsectors, reporting requirement assignments, and covenant threshold definitions. Your existing Allvue data exports feed directly into the configuration process.
Borrower records, deal data, historical submissions, and cascading assignment rules. The system validates imported data against your configured rules so you start clean.
ERP connectors, document storage configuration, email notification setup, and end-to-end testing with your actual portfolio data.
Team training, counterparty portal onboarding, first live submissions. Ongoing support from the team that built the platform.
Questions teams ask when comparing
Switching platforms or choosing between them raises practical questions. Here are the ones we hear most from teams evaluating Allvue alongside CapitalBridge.
How does pricing compare to Allvue?
Allvue typically runs $50K-200K+ per year, with pricing that escalates based on AUM and module count. CapitalBridge ranges from $2,000 to $5,000 per month, with no per-AUM pricing, no module gating, and no implementation fees. All features included. Book a demo for your portfolio.
Can CapitalBridge handle CLOs like Allvue?
No. CapitalBridge is built for bilateral lending and development finance, not CLO tranching or syndicated loan waterfalls. If your primary workflow is CLO management, Allvue is the better fit. If your primary workflow is borrower compliance monitoring and reporting collection, CapitalBridge is purpose-built for that.
How long does the switch take?
2-4 weeks from kickoff to live submissions. Week 1: portfolio structure and configuration. Week 2: counterparty import and assignment rules. Week 3: integration and testing. Week 4: go-live with training. Allvue implementations typically take 6-12 months.
Does CapitalBridge do fund accounting?
No. CapitalBridge is a compliance and reporting platform, not a fund accounting system. If you need general ledger, NAV calculation, or investor reporting, Allvue or a dedicated fund admin solution handles that. CapitalBridge handles what happens between the fund and its borrowers: submissions, covenants, documents, and compliance tracking.
Is there a borrower-facing portal?
Yes. Every CapitalBridge deployment includes a counterparty portal where borrowers log in, see deadlines, upload documents, enter financial data, and track their compliance score. Allvue does not offer a built-in borrower-facing portal.
Which currencies are supported?
All 156 supported currencies including emerging market currencies. Daily spot and forward rate synchronization is automated. Values are auto-converted to USD for portfolio-level reporting. Allvue supports major currencies well but has limited coverage for emerging market currencies common in development finance.
Can we run both platforms together?
Yes. Some organizations use Allvue for fund accounting and loan-level analytics while using CapitalBridge for borrower compliance monitoring and reporting collection. The two systems serve different functions and can operate in parallel without conflict.
What DFI-specific reporting is included?
27 standard reporting requirement types: AFS, QMA, CC, ESAP, PAR30, PAR90, SEMR, SEIR, and more. These are configurable per fund, sector, subsector, or individual borrower using a cascading assignment system where the most specific scope wins. Custom types can be added during configuration.
See how it works with your portfolio structure
Book a 30-minute demo. We configure it with your actual portfolios, categories, and counterparties so you see exactly how CapitalBridge fits. No generic product tour. You talk to the team that built it.