AIFs & Securities

    Institutional-Grade Deal Management for AIFs

    Track complex covenants, construct comprehensive IC memos autonomously, and monitor multi-asset private credit portfolios securely.

    Complete Control Over Private Credit Lifecycle

    Alternative Investment Funds require rigorous oversight and deeply specialized workflows that standard lending platforms cannot provide. CarmaOne’s architecture is purpose-built to handle the nuances of private debt, syndication, and high-yield structured products.

    • Real-time covenant tracking & dynamic breach notifications
    • Automated, highly-detailed IC memo generation
    • Portfolio concentration and sector exposure analytics
    • Custom IRR, MOIC, and waterfall modeling capabilities

    Frequently Asked Questions for AIFs

    How does CarmaOne help Alternative Investment Funds (AIFs)?

    CarmaOne provides a centralized Deal Management System (DMS) tailored for private credit workflows, allowing AIFs to seamlessly track covenants, coordinate Investment Committee (IC) approvals, and automatically generate comprehensive IC memos.

    Can the Deal Management System handle custom covenant tracking?

    Yes, our platform is highly customizable. You can configure complex financial, affirmative, and negative covenants specific to various asset classes or individual borrowers, along with automated breach alerts.

    How does AI Auto-Underwriting work for securities?

    Our AI models ingest real-time alternative data—such as GST filings, banking history, and bureau hits—to instantly calculate credit risk scores, drastically reducing the time spent on manual underwriting for mid-market deals.

    Elevate your deal flow precision.

    Partner with CarmaOne to ensure your private credit and high-yield deals run flawlessly from origination straight through to repayment.