FINANCE FORWARD WITHIVP Solutions for BDC Funds
BDCs’ assets have grown rapidly, reaching $292 billion in Q1 2023, largely due to the growth of the private credit market. Despite challenges in the credit environment, investors are reinvesting in private credit and BDCs, providing alternative funding for borrowers. Private credit loans accounted for most of the growth, with non-traded BDCs growing faster than publicly traded BDCs.
While BDCs offer a number of potential advantages in terms of tax liability and risk/reward balance, they are operationally complex to launch and manage. They also occupy a unique space in the regulatory environment. In other words, BDCs need solutions specifically designed for these investment vehicles. To this end, IVP for Private Funds offers an end-to-end platform for BDCs that supports deal tracking, capital structure management, portfolio management, risk assessment, reporting, pre and post-trade compliance, and more.
How our clients benefit
Our clients are always looking to improve performance and gain a competitive edge
They need a partner who:
challenges & risks
Features and Benefits for
Business Development Companies
IVP for Private Funds offers out of the box BDC specific checklist questionnaire that can be customized to add other firm-level compliance questions and rules to support pre-and post-trade compliance to make the Trade allocation process seamless and ensure BDCs remain in full compliance
Automate reporting for BDC-specific Regulatory filings as well as Customizable Internal reporting needs with a solution that also manages threshold breach disclosures and integrates seamlessly with enterprise systems and fund admins
The IVP for Private Funds platform includes all the tools BDCs need for portfolio performance monitoring and deal analytics, including real-time reporting automation, performance tracking, covenant monitoring, and portfolio data management
Track and organize managerial assistance letters and other BDC-specific documents for investments and transactions, all in a single place
Finding The Right Solutions
IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.
LAUNCH AND OPERATE COMPLEX BDC FUNDS AT SCALE
With IVP Managed Services, BDC funds can offload workflow management to experts who already understand the nuances of managerial assistance letters, ’40 Act funds, regulated investment companies (RICs), pre-trade compliance, and more. Powered by digital-first technology, our teams help you scale up quickly and easily.
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