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.

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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.

Every Destination

Find the page that matches your book

Grouped by institution type, then by the workflow you actually run.

By Institution Type
For DFIs & Bilateral Lenders Pick this if you manage 50-300 counterparties across emerging markets and need 27 DFI-standard report types + 156 currencies out of the box. Explore → For Private Credit Pick this if you run a direct lending or credit fund and need DSCR/ICR/LTV tracked against live facility terms. Explore → For Fund Administrators Pick this if you run compliance for multiple underlying funds and need segregated data with consolidated workload views. Explore → For Impact Investors Pick this if TCFD/SDR alignment, Scope 1-3 tracking, or non-financial KPIs run alongside your financial covenants. Explore →
By Workflow
Covenant Monitoring Pick this if manual covenant checking means you find breaches after the fact and you want continuous threshold monitoring. Explore → Covenant Monitoring for Private Credit Pick this if you run 30-300 facilities and need every covenant's status recomputed on each borrower submission. Explore → Covenant Monitoring for Direct Lending Pick this if every facility is negotiated one-to-one and carries its own deal-specific covenant package. Explore → Covenant Monitoring for Syndicated Loans Pick this if you're a participant, not the agent bank, tracking compliance certificates and maintenance covenants. Explore → Covenant Monitoring for DFIs Pick this if your portfolio needs 27+ reporting types, frontier currencies and ESG covenants pre-configured. Explore → Covenant Monitoring for CLOs Pick this if you need the obligor-level layer (not waterfall structuring) beneath a CLO's collateral tests. Explore →
One Engine

The book looks different. The engine doesn't.

Covenants · all fundsLive
BorrowerCovenantLevel
Kanzu FinanceDSCR1.42xCompliant
Sahel Agri-CoLeverageheadroom 6%At-risk
Lakeview MicrobankDSRAbelow floorBreach
Fund → Sector → SubSector → Counterparty same cascade, every vertical
The cascade

One assignment engine, every segment

DFI, private credit, fund admin or impact: the same cascading rule resolves which covenant applies to which counterparty. Only the templates and defaults change per vertical.

claude.ai CapitalBridge · connected · logged

Which counterparties are overdue this week?

Two counterparties are overdue:

Sahel Agri-Co · QMA Q24 daysoverdue
Northstar Energy · ESAP2 daysoverdue

Illustrative figures. The same MCP layer answers this whether the portfolio is DFI, private credit, fund admin, or impact.

The AI layer

One read layer, every vertical

Ask Claude sits on top of the same book every dashboard reads, read-only and logged, regardless of which solution page brought you here.

4
Institution types, one platform
27
Reporting types out of the box
156
Currencies, daily FX sync
2–4 wks
Implementation to live