Multiple portfolio companies.
Reports for finance teams, portfolio managers and 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.
Without re-entering data, reports can be generated for managing directors and LPs.
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.
Discover a better way
to manage portfolios
Cerebro's Portfolio Navigator:
- Automates loan compliance
- Improves portfolio management
- Streamlines LP reporting
12 W Madison St
Baltimore, MD 21201
1 (866) 470-0705