Portfolio Navigator
Single platform.
Multiple portfolio companies.
Reports for finance teams, portfolio managers and LPs.
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.
Comprehensive Roll-Up Reporting
Borrowers enter their own information into their account which rolls up to portfolio view and rolls up to LPS.
Portfolio Management for Everyone
CFOs & CONTROLLERS
Financial reports entered at individual company level and approved for review.
Portfolio Managers & Analysts
Company reports and covenant status instantly visible across multiple entities.
Limited Partners
Without re-entering data, reports can be generated for managing directors and LPs.
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.
Review quarterly compliance status
Review loan status across multiple companies
Easily track financial and non-financial covenants
Download dashboard reports to PDF
If you are managing credit agreements for a single borrower, we offer many of the same great features in our Compliance Navigator product.