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

Case Study Explorer

Filter by toolset — see impact by category

317+

Hrs Saved/mo

Dashboards

99.7%

Accuracy

Models

Impact by Category

Automation

Analytics

Modeling

Showing 9 selected builds

Fund Reporting Automation

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

20+ hrs/mo

Time saved

99.7%

Accuracy rate

PythonVBAExcelTask Scheduler

Bond Workbench

A clean fixed-income toolkit for pricing, yield math, and rate sensitivity—built for fast scenario work.

Price ↔ Yield

Conversion

Duration + Convexity

Risk metrics

Fixed IncomeDurationConvexityScenarios

Covenant Tripper

Covenant headroom over time—tripwire quarter, binding covenant, and cure math in one view.

Headroom timeline

Pass/fail clarity

Tripwire detection

Breach quarter

CovenantsHeadroomDownsideCredit

Crypto Perp Tracker

Monitor perp funding, spot-vs-perp basis, and carry conditions—built like a desk tool.

Funding rates

Monitoring

Perp vs Spot

Basis tracking

PerpsFundingBasisMarket Structure

Portfolio Monitoring Dashboards

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

5 dashboards

Delivered

30+ users

Active daily

TableauPower BISQLPython ETL

Options Lab

Interactive options pricing and strategy analysis—European + American models, implied volatility tooling, and scenario surfaces—built as a lightweight Vercel-ready MVP with live chain integration.

Δ Γ ν Θ ρ

Full Greeks suite

BS + CRR

European & American pricing

Next.jsTypeScriptTailwindPlotlyPolygon.ioNumerical Methods

Private Credit Cashflow Modeler

Model floating-rate loans with real-world cashflows—draws, paydowns, PIK, and effective-dated changes.

Floating-rate

Engine

PIK + Cash-pay

Toggle logic

Private CreditFloating RatePIKCashflows

Tax & De Minimis Intel

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

50+ jurisdictions

Tracked

Weekly

Update frequency

PythonSQLAPI IntegrationsData Pipelines

Private Credit Portfolio Tooling

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

$200M+

Portfolio monitored

15 credits

Active positions

ExcelVBAPythonPower BI