Portfolio Navigator
Loan compliance on a single platform.
Multiple portfolio companies.
Reports for finance teams, portfolio managers & LPs.
Discover a better way
to manage a portfolio of loans
Cerebro's Portfolio Navigator:
Automates loan compliance
Improves portfolio management
Streamlines LP reporting
Portfolio Management for Everyone
AGGREGATE Financial Statements
Take any Excel spreadsheet and quickly upload to the platform. Review across multiple entities.
Notifications & Automatic Alerts
Stakeholders can receive email alerts ensuring deadlines are met and reports are delivered on time.
Portco Compliance Dashboard
From one platform, review the status of loan compliance, financial strength and progress of credit RFPs.
Ad-Hoc Reporting
Borrowers enter their information once. Data rolls up to portfolio view. Ad-hoc reports can be generated for PE firms and their LPS.
Loan COMPLIANCE For Everyone
Who benefits?
CFOs & Controllers
Financial reports entered at individual company level and approved for review.
Portfolio Managers
By reviewing covenant status instantly on one platform, managers can ensure each company is complying with their credit agreements.
Limited Parters
Reports generated and sent to managing directors and LPs without re-entering data.
Portfolio-Ready Reporting
Cerebro’s Portfolio Navigator is built from the ground up to allow seamless sharing of data between the individual company and its financing partners. Ad-hoc reports can be generated on a variety of data points.