Borrowers by requirements, one grid.
Submission tracking software replaces the multi-tab spreadsheet fund operations teams use to chase compliance. One live matrix puts every counterparty on a row, every reporting requirement on a column, and every cell shows the current submission status.
Green is approved, teal is submitted and under review, amber is pending and on time, coral is overdue. Sort by overdue count to triage this morning's work in ten seconds.
Every counterparty, every requirement, one screen.
A full 191-by-27 matrix at production scale. Sticky first column, cells colored by status, drill-down to any submission. The tracker is how fund operations triage in the morning and close out at end of day.
Three inputs, one matrix.
Counterparties, imported once
Pull from your deal book, your CRM, or a CSV. Every counterparty becomes a row, grouped by fund, sector, and subsector, so you can filter the matrix without renaming anything.
Requirements, cascaded down
Assign 27 seeded requirement types (AFS, QMA, CC, SEMR, ESAP, PAR30, PAR90 and more) or your own custom types at the fund, sector, subsector, or counterparty level. Cascading rules mean one assignment covers many cells.
Status, live
Every cell picks up its status from the shared submission workflow. A borrower submits and the cell flips from amber to teal. A manager approves and it flips to green. A due date passes without activity and it flips to coral, automatically.
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.
"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."