Commercial lending is dynamic. Senior, mezzanine, bridge, construction, and loans each come with their own terms, covenants, maturities, and collateral reporting requirements. Managing one loan is straightforward. Managing hundreds is another story.
Spreadsheets can’t keep pace with this complexity. Reconciling data across multiple systems drains time and creates blind spots in reporting. Pereview solves that by giving you a single platform for both equity and debt across your portfolio. Managing them together is powerful, but debt carries unique complexities.
Here are five ways Pereview lets you upload, track, manage, and improve the performance of your credit investments.
1. Centralize every loan, covenant, and amortization schedule
When data is scattered across spreadsheets and multiple systems, portfolio-level visibility is impossible. Pereview centralizes and standardizes all debt data into a single source of truth – so you can see exposure, risk, and performance in real time.
2. Move beyond manual reporting
“How much of our portfolio is floating vs. fixed?”
“What’s our exposure to retail or industrial tenants?”
These questions shouldn’t take days to answer in Excel. Pereview delivers 50+ pre-built reports plus unlimited ad hoc analysis capabilities using Power BI. From covenant compliance to cash flow forecasts, answers are always one click away.
3. Unify debt and equity in one platform
Most firms still manage debt and equity in at least two separate systems, which walls off information and forces teams to duplicate work. Pereview breaks down these silos by putting both equity and debt into one platform. This allows debt and equity teams to share the same performance data, underwriting assumptions, deal pipeline intelligence, and market comps.
That shared insight means no blind spots, no conflicting definitions, and no missed opportunities. Just one version of truth that powers smarter decisions and consistent reporting to LPs and investment committees.
4. Connect loans directly to collateral performance
Understanding collateral performance is important for managing risk. Pereview links debt positions directly to the underlying collateral – rent rolls, trial balances, occupancy, expenses – so you can track DSCR, LTV, and LTC in real time. That visibility is critical for assessing exposure and risk.
5. Automate workflows and eliminate bottlenecks
Manual tasks like collecting borrower reports, validating covenants, and tracking maturities create delays and errors. Pereview automates reviews, approvals, and notifications, keeping your team proactive and aligned with compliance obligations.
The Result
With Pereview, you move debt asset management out of spreadsheets and into a platform purpose-built for scale. From fund to loan to collateral, you gain actionable insight into risk and performance – and deliver consistent, confident reporting across your portfolio.
Ready to see it live?
Click here or the image below to schedule a demo to see how ad hoc reporting with Power BI in Pereview can transform your asset management.
