Allvue Launches Private Debt Essentials for Emerging Managers

By: Nate Eisenberg

Product Manager, Private Debt

February 27, 2024

We at Allvue are excited to announce our new Private Debt Essentials solution set to support emerging private debt managers with user-friendly, integrated tools to manage the customer experience, from fundraising to investor onboarding to ongoing reporting.

Our turn-key Essentials solution set provides comprehensive portfolio management, accounting, reporting, and investor communication solutions that are designed to alleviate operational challenges for emerging private debt manager as they navigate a fast-growing space with surging manager competition.

“Allvue serves more than 120 private debt managers, including six of the top 10 largest in the industry.”

For more on what Private Debt Essentials includes and why we decided to launch this new solution set, read on.

Why we created Private Debt Essentials

“Our solutions have been built and honed over time via our experiences with some of the largest and most sophisticated private debt managers, and now we’re packaging them in an approachable and cost-effective way for growing firms.”

Allvue serves more than 120 private debt managers, including six of the top 10 largest in the industry. Our solutions have been built and honed over time via our experiences with some of the largest and most sophisticated private debt managers, and now we’re packaging them in an approachable and cost-effective way for growing firms.

Before Private Debt Essentials, we noticed these solutions remained out of reach for many emerging private debt managers under the $5B AUM mark. It was a huge missed opportunity for these managers, as the emerging stage is the ideal point to establish your growing operations on purpose-built technology rather than taking on the risk and inefficiencies that come with manual tools like Excel.

On top of that, due to growing investor expectations and increasing competition, there’s never been a better time to invest in tools built to take on top private debt challenges. According to Allvue research,

61% of private debt managers named LP and regulatory demands for more data and faster reporting as a top operational challenge
80% handle their firm’s data management manually
34% feel the competitive strain as new private debt managers enter the space

By adopting software specifically aimed to tackle these challenges, emerging private debt managers are set to see their operations scale to impressive new levels.

Here’s what you can count on with Allvue’s Private Debt Essentials solution set:

Scaled-up efficiency: Rapidly expand your fund operations with streamlined delivery and implementation timelines, ensuring you stay ahead of the curve.
Future-proofed processes: Our solutions are designed to evolve alongside your business, safeguarding your front- and back-office workflows against future challenges.
An easier path to meeting growing LP demands: Arm your teams with the tools they need to exceed investor expectations and deliver exceptional service.

What’s included in Private Debt Essentials?

Our Private Debt Essentials tiers allow you to select different combinations of the modules that will work best for you, or select the full suite:

Portfolio Management – User-defined dashboards, views & reports on all portfolio data
Research Management – Custom research & monitoring with advanced Excel integration & reporting
Investor & Investment Management – Investor contact management for data like tax information and wire instructions
Investment Accounting – Transaction processing and accounting for all portfolio investments
Fund Accounting – Financial statement reporting, cash management, and standardized workflows
Investor Portal – Configurable dashboards and secure document sharing of statements, K1s, and more

Why choose Allvue Private Debt Essentials?

With Allvue Private Debt Essentials, you’re not just getting a solution – you’re gaining a partner committed to your success:

Built for private debt: Our platform, refined since 2007, is tailored to meet the unique needs of private debt managers, including specialized features like waterfall payments.
Cost and time efficiency: Enjoy faster time-to-value compared to bespoke solutions, without compromising on functionality.
Out-of-the-box functionality: Benefit from standardized offerings with rapid product enhancements, ensuring you’re always ahead of the curve.
End-to-end coverage: From front- to back-office processes, we provide seamless integration and a “single source of truth” for your fund data.
Flexible dashboarding and reporting: Customize your experience with configurable dashboards and reporting options to suit your specific needs.

Ready to learn more?

Discover the power of Allvue’s Private Debt Essentials solution set for your emerging private debt practice today. Reach out to our team for a demo of Private Debt Essentials.