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Private Debt Solution

Learn more about Private Debt Solution
Get in Touch
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A fully integrated private debt solution enabling credit managers and direct lenders to streamline workflows and enhance performance

Investment strategies focused on extending credit through private debt and direct lending have grown significantly in recent years and continue to rise due to record levels of dry powder and market dislocation. This increased activity, along with complex fund and deal structures, means fund managers are seeking new solutions that alleviate the administrative burden associated with bespoke financing solutions and increased deal volume.

We partner with fund managers to address their challenges with our leading Private Debt Solution that enables credit managers and direct lenders to streamline workflows and enhance performance by supporting more active and informed decisions around pipeline and portfolio management, compliance and risk.

Speak to a specialist about our Private Debt Solution
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Private Markets Solutions Explore our full range of innovative offerings for LPs and GPs
LEARN MORE
Private Debt Solution Brochure Learn more about our solution through our interactive brochure
CLICK HERE


Transform your investment lifecycle through:

  • An End-to-end Workflow: Support the evolution of the deal throughout the credit lifecycle – for effortless information sharing across internal and external deal participants
  • A Holistic Overview of Holdings: Monitor and administer credit portfolios and track covenants with a single source of truth
  • Streamlined Operations & Automated Reporting: Empower collaboration, enhance communication and enable better informed decision-making
  • Credit Managed Data Services: Eliminate time-consuming, manual financial statement processing and digitize your data to achieve a single source of truth for accurate reporting

Find out how our Private Debt Solution can help you


Our end-to-end solution delivers next generation workflow tools, market data and services, including:


Pipeline Management

Connect the front-, middle- and back-office with deal insights to efficiently share information throughout the deal lifecycle

Technologies

Underwriting

Access research management tools, pre-deal analysis and an investment committee dashboard

Expertise

Deal Execution & Funding

Manage multi-fund compliance and allocation, and benefit from support for entity mastering, deal onboarding and a deal execution dashboard

Expertise

Loan Administration & Reconciliation

Track numerous assets, portfolios and positions by streamlining the data entry process and compare data between multiple sources

Expertise

Agent Services

Outsource back-office operations to minimize administrative burdens associated with private debt placement

Expertise

Portfolio Management

Support workflows for deal onboarding, credit surveillance, performance reporting, covenant tracking and investor reporting

Expertise

Valuation Solutions

Use valuation software and services to automate the valuation process and benefit from assurance reviews to enhance internal valuations

Expertise

Credit Managed Data Services

Eliminate time-consuming, manual financial statement processing and digitize your data to achieve a single source of truth for accurate reporting


Private Debt Outlook Report Get insight into the latest trends and opportunities for this growing asset class
DOWNLOAD NOW

Private Debt Content Hub

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    News

    iLEVEL Peer Comparables

    Gain insight into the performance of your private investments relative to publicly-traded companies

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    Report

    Private Debt Outlook: Weathering a new era of market turbulence

    With public markets unmoored and investors attracted by the promise of high risk-adjusted returns, private debt is ready to assert its alternative-asset credentials. Read our report to gain insight on the trends and opportunities associated with private debt.

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    Blog

    Why the best time to invest can be the most challenging time to fundraise

    As with any market changes, where there are challenges, there are also opportunities, and many of these exist within the private debt markets. The recent dislocation in the public credit market has accelerated M&A financing activity for private debt lenders, with many industry participants bullish about its prospects in 2023.

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    Blog

    Private credit operations adapt to growth

    The private credit markets are rapidly changing, in tandem with an evolving credit landscape of high inflation and rising interest rates. Portfolio managers are looking to diversify at the same time as investors are seeking new opportunities. As a result, the ability to source reliable data, manage technology, and build efficient operations is key.

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    Video interview series

    Private Markets Video Series

    Check out our video Educational Series, where we discuss important and timely topics for Private Markets participants with thought leaders throughout the industry, including Star Mountain Capital, Goldman Sachs Asset Management, Monroe Capital and more.

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    Case study

    Private Debt: Achieving Operational Scalability for a Growing Asset Class

    Read Aite-Novarica's assessment of the technology and data needed to support growth in the private debt market and testimonials from our clients who have implemented our Private Debt Solution.

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    Report

    Are you ready for the future of credit portfolio management?

    Learn how leading credit investors are evolving their technology to support portfolio diversification and automation.

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    Blog

    Hidden Harbor Capital Management Selects Private Debt Solution from S&P Global

    Hidden Harbor Capital Management, a boutique portfolio management firm that specializes in long-term investment strategies for family offices, has selected S&P Global's Private Debt Solution to provide enhanced support for its growing client base.

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    Blog

    The competitive edge: Digital transformation in private debt management

    Assets under management (AUM) in the private debt market is estimated to surge from $848 billion at end-2020 to $1.46 trillion in five years—an impressive 11.4% annual increase. This level of growth is intensifying competition, with many hedge funds launching their own private debt products.

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    Case study

    Revelstoke Capital Partners Case Study

    Revelstoke Capital Partners made meaningful investments in first lien debt due to market dynamics at the onset of the COVID-19 pandemic. Download the case study to find out how the firm is using our Private Debt Solution to digitally transform its growing loan portfolio and streamline performance reporting for management and investors.

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    On-Demand Webinar

    Private Debt: Digital Transformation - Now or Never?

    In this webinar hosted by AltAssets, our Jocelyn Lewis is joined by HarbourVest Partners and NN Investment Partners to discuss how digital transformation is driving operational efficiency within the private markets and providing fund managers with the edge needed to operate in today's competitive environment.

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    Blog

    Data management in private markets: Where to focus first

    As the adoption of data analytics grows, what must investors and fund managers do to ensure robust processes are in place? S&P Global's Jocelyn Lewis and Elina Gokh share some insights with Private Debt Investor magazine.

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    Blog

    Direct lending: Are the rules changing?

    We recently participated in an expert panel hosted by SuperReturn Europe discussing how the pandemic has impacted direct lending. This blog includes insights from investment managers and technologists focused on private debt who took part in the discussion.

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    Blog

    Women in Private Markets Virtual Conference

    S&P Global participated at the Women in Private Markets Virtual Conference hosted by PEI. The panel sessions covered similar topics to those discussed at previous conferences we spoke at this year such as market volatility stemming from COVID-19, improved documentation for lenders, relatively tight spreads for illiquid investments, opportunistic deal structures, anticipation for more distressed investments and the evolving role of technology to support the investment lifecycle.

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    Blog

    Private Debt Technology: A Year in Review

    We took the opportunity to talk to Jocelyn Lewis, the strategy lead for our Private Debt Solution, to discuss some of the key trends we've seen in the market this year and how our solution is helping fund managers navigate today's landscape.

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    Blog

    Delivering transparency through digitization

    S&P Global's SVP and global head of commercial strategy for our financial technology solutions, Clayton Albertson, sat down with Private Equity International to discuss how digital tools can help managers address increasing complexity and demands for data, particularly during times of volatility.

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    Blog

    Developing trends in private debt

    SuperReturn North America and Private Debt Investor New York featured perspectives on Private Debt from hundreds of GPs and LPs alike in a virtual forum. Panelists across conferences expressed their outlook for the balance of 2020 and early 2021 for the private markets. We sat down with our industry experts to highlight our top 10 takeaways from the conferences for the immediate future.

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    Blog

    How data is transforming debt

    S&P Global's Elina Gokh and Jocelyn Lewis sat down with Private Debt Investor to discuss how growing market complexity is forcing managers to re-evaluate the way they run their businesses - with potentially transformative effects for the credit industry.

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    Blog

    GP-LP relationships and accelerated shifts to digital

    During the SuperReturn North America Virtual Conference, nearly 200 panelists including GPs and LPs alike spoke about the importance of data-driven decision making, communication between stakeholders, and transparency across portfolios. View our key takeaways from the conference on LP-GP relationships.

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    Blog

    WSO Reaches New Heights

    In July, our loan portfolio administration business, WSO, reached a huge milestone: our services business broke through the $500 billion AUM mark. In this Q&A, Elina Gokh, head of WSO, discusses what reaching this milestone means for our business, our clients and the industry.

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    Blog

    What will CLO 3.0 look like?

    S&P Global’s Mark Bennett, Director of Compliance Analytics, participated on the panel along with industry experts from Commerzbank, Pearl Diver Capital and Fitch Ratings at the Creditflux CLO Symposium on 8 September to discuss “What will 3.0 look like?”. The panel discussed several key points that reflect more of a transition period, along with some evolutionary ideas highlighted in this article.

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    Webinar

    Connect: Private Markets

    S&P Global is pleased to present Connect: Private Markets, our annual conference focused on valuations and year-end audit preparation. This year, we’ve partnered with NVCA, KPMG, E&Y, PWC and Alvarez & Marsal to deliver 7 virtual sessions to keep you informed and prepared for year-end.

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    Webinar

    Flattening the Technology Curve for Investment Managers

    In our joint webinar with Alvarez & Marsal, we sit down with industry experts from L Catterton and Europa Capital to discuss how alternative investment firms overcome hurdles of technology integration, internal change management and how to effectively run and optimize your technology platform.

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    News | July 2020

    Maples Group Enhances Offering for Private Debt and Credit Funds with S&P Global

    The Maples Group has announced enhancements to its fund services offering for private debt and credit funds via integrated S&P Global loan market data feeds that support the automated capture of key data to eliminate manual processing, streamline operations and maximise efficiency and control.

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    Webinar | June 2020

    Portfolio Monitoring in a Remote World

    In our joint webinar with Brown Brothers Harriman, we speak to multiple GPs about how private credit investors are actively monitoring their portfolio and leveraging technology to navigate today’s markets.

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    Blog | May 2020

    An Inside Look at the Technological Evolution of a Top Tier Private Credit Firm

    The Maples Group has announced enhancements to its fund services offering for private debt and credit funds via integrated S&P Global loan market data feeds that support the automated capture of key data to eliminate manual processing, streamline operations and maximise efficiency and control.

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    Blog | April 2020

    How to Prioritize Today and Plan for the Future

    While the impetus may change, an all-too-common outcome among participants during times of unprecedented market dislocation is a sense of "what should we have done to be better prepared?" Nobody can forecast the unknown, but having a dogged approach to information awareness, control and access is a must in today's landscape.

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Discover More

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WSO Software

Streamline loan portfolio operations with one platform
LEARN MORE

WSO Services

Drive efficient middle- and back-office loan operations with outsourced solutions
LEARN MORE

iLEVEL

Gain visibility and control over your investment data
LEARN MORE

iLEVEL Peer Comparables

Gain insight into the performance of your private investments relative to publicly-traded companies
LEARN MORE

Credit Portfolio Management Solutions

Streamline the complex workflows of liquid credit and private debt strategies
LEARN MORE

Covenant Monitoring Service

Avoid costly defaults and strengthen the lender-borrower relationship through early detection of potential covenant breaches.

LEARN MORE

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