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IVP 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.

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How our clients benefit

Our clients are always looking to improve performance and gain a competitive edge

They need a partner who:

Knows their

operating model

Lowers total

costs

Fosters sharper

insights

Improves

control

Frees up

resources

Improves

productivity

Future-proofs

operations

Anticipates

challenges & risks

Delivers best-in-class

solutions

Enables

flexibility

Features and Benefits for

Business Development Companies

Compliance Management

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

Reporting

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

Portfolio Management

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

Document Management

Track and organize managerial assistance letters and other BDC-specific documents for investments and transactions, all in a single place

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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.

Asset Management
CLO Managers
Credit Managers
Family Offices
Fund of Funds
Infrastructure Funds
Long Biased Funds
Long Short Funds
Private Debt Managers
Private Equity
Real Estate Funds
Special Situations

LAUNCH AND OPERATE COMPLEX BDC FUNDS AT SCALE

LAUNCH AND OPERATE COMPLEX BDC FUNDS AT SCALE
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Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.