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:
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
Managed Services
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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