Guides and insights on portfolio compliance
Practical knowledge for compliance teams, portfolio managers, and operations leads working with development finance reporting and covenant tracking.
What is covenant monitoring?
Financial covenants, how they work, why they matter, and how teams track DSCR, ICR, LTV, and other thresholds across large portfolios. Includes a comparison of manual and automated approaches.
Compliance tracking: spreadsheets vs software
A structured framework for evaluating when spreadsheet-based compliance tracking breaks down and what to look for in a purpose-built alternative. Covers cost, risk, and operational overhead.
How we built CapitalBridge
The engineering decisions behind a compliance platform handling 7 funds, 191+ borrowers, and 27 reporting types across 23 countries. Cascading rules engine, multi-currency sync, and real-time covenant monitoring.
Build vs buy: fund operations software
A decision framework for fund managers evaluating whether to build custom operational tools, buy existing platforms, or engage a development partner. Covers cost, timeline, risk, and the third option most teams overlook.
Guide to DFI reporting requirements
The 27 standard document types that development finance institutions require from counterparties, organized by category. Frequency patterns, cascading assignment logic, and automation strategies.
Need a walkthrough?
Book a 30-minute demo configured with your portfolio structure. No generic product tour.