Work

Selected systems and case studies across portfolio reporting, automation, and private credit infrastructure.

Filter by toolset — see impact by category

317+

Hrs Saved/mo

Dashboards

99.7%

Accuracy

Models

Impact by Category

Automation

Analytics

Modeling

Showing 4 selected builds

End-to-end reporting pipeline that replaced repetitive spreadsheet workflows and improved accuracy.

20+ hrs/mo

Time saved

99.7%

Accuracy rate

KPI dashboards that give stakeholders real-time visibility into portfolio health and performance drivers.

5 dashboards

Delivered

30+ users

Active daily

Monitoring de minimis thresholds + VAT/GST globally, with update tracking and exportable datasets.

50+ jurisdictions

Tracked

Weekly

Update frequency

Internal operating system for loan monitoring, covenants, reporting workflows, and portfolio visibility.

$200M+

Portfolio monitored

15 credits

Active positions