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Private Credit Portfolio Tooling (WPC)

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

ExcelVBAPythonPower BI

Impact Highlights

$200M+

Portfolio monitored

15 credits

Active positions

~40%

Review time saved

Real-time

Covenant tracking

Before vs After

Before

  • • Portfolio data spread across multiple Excel files
  • • Manual covenant tracking with risk of missed deadlines
  • • Inconsistent reporting formats across credits
  • • Limited visibility into portfolio-level metrics

After

  • • Unified portfolio monitoring dashboard
  • • Automated covenant tracking with deadline alerts
  • • Standardized reporting templates for all credits
  • • Real-time KPI visibility for investment team

Key Decisions

1

Started with Excel + VBA for quick wins, layered Python for automation

2

Built covenant tracker first — highest pain point for the team

3

Designed for the existing workflow, not against it

What I'd do next (given more time)

  • →Migrate to web-based dashboard for mobile access
  • →Add scenario modeling for portfolio stress testing
  • →Build LP reporting module with automated distributions
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