For DFIs

Compliance infrastructure for development finance

DFIs and bilateral lenders managing 50 to 300 counterparties across emerging markets need more than spreadsheets and email threads. CapitalBridge gives you automated submission scheduling, covenant monitoring, and a counterparty self-service portal, configured for your portfolio structure and live in 4 weeks.

27
Reporting Types
DFI-standard, out of the box
7
Tier Escalation
Automated reminders
90
Day Lookahead
Submission scheduling
4
Cascading Scopes
Portfolio to counterparty
Who Benefits

For every role in your organization

COO / Head of Operations

Operational visibility across all portfolios

One dashboard replacing per-portfolio spreadsheets. Real-time compliance scores, automated workflows, and zero manual chasing of counterparty submissions.

CFO

Covenant early warning, not late discovery

DSCR, LTV, and ICR monitoring with headroom calculations. Threshold breaches flagged before they become compliance violations. Full audit trail for every metric.

Head of Portfolio

Consolidated counterparty view

Tracker matrix across all counterparties, coverage analysis by reporting type, standardized templates, and KPI sparklines per portfolio sector.

Compliance Officer

Audit-ready at any moment

Timestamped submission history, automated 7-tier escalation trail, and counterparty accountability records. No more reconstructing who approved what from email folders.

IT / CTO

Enterprise stack, no integration debt

ASP.NET Core on Azure with SQL Server. Excel and CSV ingestion from counterparties who lack modern systems. API-ready architecture for future integrations.

Counterparty

Self-service portal with clear deadlines

Counterparties see exactly what is due, upload documents, enter financial data, and track their own compliance score. No ambiguity about requirements.

Why Us

Why DFIs choose CapitalBridge

01

Built for development finance, not retrofitted from hedge fund software

Portfolio structures, sector hierarchies, and counterparty reporting workflows designed for how DFIs actually operate. Not a CRM with a compliance module bolted on.

02

27 DFI-standard reporting types out of the box

AFS, QMA, compliance certificates, ESG reports, portfolio quality metrics, and more. Configured during onboarding, not built from scratch.

03

Emerging market currencies included (CFA, KES, NGN, ZAR, IDR)

Daily FX spot and forward rate sync. All counterparty values auto-converted to USD for consolidated reporting. Frontier currencies are not an afterthought.

04

4-week implementation, not 12 months

Your portfolio structure, sector categories, reporting requirements, and counterparty accounts configured and live. Not a year-long IT project.

In Production

What your dashboard looks like

CapitalBridge - DFI Portfolio Overview
LIVE
87%
Compliance
191
Counterparties
3
Overdue
156
Currencies
Submission Tracker
OK
Due
Late
Portfolio I - East Africa Energy 94%
Portfolio III - West Africa Agri 78%
Portfolio V - SE Asia Infrastructure 91%
The third option

"Enterprise platforms take 12 months and six figures. Spreadsheets take your sanity. Pick a third option."

Ready?

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.

Why we built this

"The gap between a $200K enterprise platform and a shared spreadsheet should not be this wide. We built the thing that belongs in that gap."