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INDUSTRIES: PRIVATE CREDIT & DIRECT LENDING

Loan monitoring and pipeline management built for private credit.

Pipeline origination, covenant monitoring, loan-level reporting, and LP communications. Private credit technology requirements are distinct, and we configure platforms around how credit investors actually operate.

How We Help
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4,500+

Projects delivered

All Strategies

Direct lending, mezz, distressed

All Sizes

Emerging managers to global platforms

Where We See Firms Struggle with Technology

We have seen these patterns. Here is how we solve them.

01

Pipeline Management that Cannot Track Credit Deal Complexity

Credit deal pipelines are fundamentally different from equity pipelines. Spread ranges, leverage multiples, covenant structures, and committee sign-off requirements do not fit generic objects.

We build credit-specific deal objects and pipeline workflows.

02

No Automated Covenant and Loan Monitoring

Covenant tracking in spreadsheets. Waiver requests tracked in email. Triggers and compliance deadlines managed manually. As portfolios grow, this becomes operational risk.

We configure loan monitoring with automated covenant tracking and alerts.

03

Fragmented Borrower and Contact Data

Borrower relationships, sponsor contacts, and agent bank relationships are all siloed. Your deal team rebuilds context from scratch on every new engagement.

We consolidate relationship data into a single configured platform.

04

LP Reporting that requires Manual Aggregation
Fund-level performance, portfolio updates, and investor-specific views all require manual aggregation. By the time the report is ready, it is already behind.

We automate LP reporting workflows and investor communications.

Private credit demands speed, precision, and scale.

Monarch builds the technology foundation that makes all three possible.

How Monarch Helps

Technology configured for your workflows.

Deal Pipeline & Origination

Credit-specific deal objects, sourcing tracking, spread and leverage data fields, and credit committee workflow built for how your team evaluates deals.

Covenant & Loan Monitoring

Automated covenant tracking, waiver workflows, trigger alerts, and compliance dashboards. Stop managing covenants in spreadsheets.

Borrower & Sponsor Relationships

Unified relationship data across borrowers, sponsors, agent banks, and co-lenders with full interaction history in one place.

Portfolio Reporting

Fund-level performance, loan monitoring, and default tracking in configurable dashboards your team and LPs can use.

LP Communications

Investor reporting, capital call management, and quarterly updates automated for institutional-grade distribution.

Platform Advisory

Evaluating whether your current platform fits your credit strategy? We have configured platforms across a variety of credit strategies.

A few of the platforms we deliver
Intapp
Salesforce
PitchBook
S&P
Equilar
Factset
BoardEx-_1_
Dun-_-Bradstreet
Preqin
What Our Clients Say

Don’t take our word for it, take theirs.

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"They are exceptional. They produced outstanding and customized results for my firm where their work will have an immediate impact on the way that we operate as a team. They really listened to the client (me!) and were able to incorporate my feedback, understand my goals, and execute."
Principal,Private Equity Firm Focused on Taking Active Minority Interests in Mid-market and Growth-stage Companies
“I am grateful to the team for their commitment to project excellence.”
Chief Compliance Officer, Global Mid-market Advisory Firm, Focused on Strategic M&A and Capital Raises
“I was very impressed. They implemented the Pitchbook / DealCloud integration much quicker than we expected. They were very responsive and took all of our suggestions into account.”
Principal,Investment Advisor Managing a Fund-of-Funds
“Great experience with the team.”
Managing Director, 70-year-old Investment Bank, Focusing on the Built Environment
"The previous system was fraught with issues… Thanks to your extraordinary efforts, we now have a CRM system that we can be proud of. Your collaborative spirit and focus on delivering quality results have truly made a significant impact. Please accept our heartfelt thanks and appreciation for everything you have done.”
Senior Marketing & Client Development Manager200+ Attorney Labor and Employment Law Firm
“Extremely responsive and open to our feedback.”
Investment Professional,Incubation and Investment Platform
“The implementation team worked with us to ensure we had the best possible platform.”
Private Equity Associate,Private Equity Firm Focused on Mid-market Investments
"We could not have asked for better implementation support!"
Partner & President,Private Investment Firm Focusing on Energy and Government Contracting Suppliers

Datasheet

Monarch implements
80+ workflows, integrations, and customizations.

See what’s possible.

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