See it working with your portfolio structure
Book a 30-minute walkthrough. We configure it with your actual portfolios, categories, and counterparty types. No generic product tour. You talk to the team that built it.
Pick a time
Or email us directly at info@proceptio.com
What to expect
Personalized
We use your portfolio structure, not a demo environment.
30 minutes
Focused on your compliance workflow.
Meet the builders
You talk to the engineering team, not a sales rep.
No commitment
See if it fits before you decide.
Not ready to put a call in the diary?
Fair enough. Most of what you would ask on the call is already written down.
What happens in the 30 minutes
No slide deck, no generic tenant. This is the order we actually run it in.
Before the call, we set up your structure
Send your fund and counterparty categories ahead of time, or tell us to use illustrative data if you would rather not share specifics before you have met us. Either way, the session is not a generic demo tenant.
We walk one submission end to end
A borrower submission arrives, the portal checks run, a covenant recalculates, and the audit trail records each step, live, in your configuration, not a slide of screenshots.
You ask what would not fit a deck
Your edge cases: an unusual covenant package, a currency, an escalation rule. We answer directly, and say plainly when something needs configuration rather than pretend it is already built.
We agree next steps, no pressure close
Timeline (2-4 weeks to live), the pricing band that fits your portfolio size, and whether a pilot makes sense. If it is not a fit, we say so on the call.
One portfolio. Two weeks.
Or you pay nothing.
We stand up covenant tracking for one of your portfolios in two weeks. We migrate your reporting schedule, configure your covenants, and onboard your counterparties to the portal.
If your team is not spending less time chasing submissions after one reporting cycle, you pay nothing and keep the templates.
We can offer this because the platform is configured, not built: it is live in two to four weeks either way. A pilot that does not work costs us setup time, not a rebuild. That is the whole reason the risk can sit on our side of the table.
- “Migration will be painful.”
- The scope is one portfolio, not the whole book.
- “Our counterparties will never use a portal.”
- One reporting cycle settles it, at no cost to you.
- “We have no budget approved.”
- There is nothing to approve until it has worked.
- “We were burned by an 18-month implementation.”
- Two weeks, and the templates are yours either way.
- “One reference customer is not enough.”
- We are not asking you to trust it. We are asking you to test it.
Capacity is the real limit on this, not appetite. We onboard a small number of pilots at a time so that each one gets the engineering team rather than a queue.