Solutions

One platform, four portfolios

CapitalBridge is the compliance workspace for institutions that track obligations across portfolios of external entities. The platform is the same; the reporting templates, assignment logic, and workflow defaults are tuned to the segment you operate in.

Verticals

Pick the portfolio you manage

Each page goes deep on the reporting templates, covenant patterns, and workflows that come pre-configured for that segment.

Development Finance

For DFIs & bilateral lenders

Built for institutions managing 50 to 300 counterparties across emerging markets. 27 DFI-standard reporting templates (AFS, QMA, compliance certificates, ESG action plans) out of the box. Multi-currency support across 156 currencies with daily FX sync. Cascading assignment rules that flow Fund → Sector → SubSector → Counterparty.

27 report types 156 currencies Emerging markets
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Private Credit

For direct lending & credit funds

Covenant monitoring built for loan books. DSCR, ICR, LTV tracked against live facility terms. Amendment history stays aligned with the covenant schedule. Quarterly and monthly compliance certificates generated from the latest counterparty data.

Explore Fund Administration

For multi-client fund admin

One workspace, segregated per client. Administrators run compliance for multiple underlying funds without co-mingling data, with consolidated workload views and per-client reporting exports.

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Impact & ESG

For impact investors & ESG-led capital

Track ESG action plans alongside financial compliance. TCFD and SDR alignment, Scope 1-3 environmental monitoring, and non-financial KPI collection using the same assignment engine as the financial reporting stack. Counterparty portal exposes the full picture to the people submitting data.

TCFD / SDR Scope 1-3 Non-financial KPIs
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Shared foundation

The core platform is the same across every vertical

What changes is the reporting templates, the covenant patterns, and the default workflow. The engine underneath is one product: cascading assignment rules, a counterparty self-service portal, a compliance calendar, multi-currency support, and submission tracking with escalation.

See the product Or book a demo
  • 01

    Cascading assignment rules

    Fund → Sector → SubSector → Counterparty. Most specific wins. Reporting obligations flow automatically.

  • 02

    Counterparty self-service portal

    Counterparties see their own deadlines, upload documents, submit financial data, track compliance score.

  • 03

    Threshold monitoring with headroom

    Three-state health (Compliant, AtRisk, NonCompliant). Early warning zones before a breach.

  • 04

    Daily multi-currency FX sync

    156 currencies including frontier markets. Spot and forward rates kept current.

  • 05

    Full audit trail, SOC 2-aligned

    Every change, every submission, every approval logged. AICPA Trust Services Criteria alignment.

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.

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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."