From term sheet to LP distribution, on one loan record.

The credit work that can be walked in a demo. Wire release is not included.

• Loan terms are read from the document and wait for a person to approve them.
• Covenants and accrual sit on the same record as the position.
• Approving the terms books the position and posts the journal.
• Capital calls and distributions use that record. The lines of a call add to the total.
• A mark needs two approvals before the carrying value changes.

No customer proof is published on this page. The team has run valuations, waterfalls and quarterly close.