Asset Monitoring & Covenant Management Services
Technology-driven asset monitoring and covenant management across the credit cycle
Asset monitoring services that simplify tracking, reporting, and settlement
Alter Domus delivers asset monitoring services and covenant management designed to help private credit teams gain visibility, reduce risk, and operate more efficiently across the entire credit lifecycle. Our technology-enabled services replace manual processes and fragmented tools with accurate, real-time insight into portfolio performance and covenant compliance.
As investment in alternative assets continues to grow, private credit teams face increasing operational complexity. Tracking covenant deliverables, monitoring assets, administering portfolios, settling trades, and sourcing data across multiple borrowers is time-consuming — especially when critical information lives in disconnected, legacy tools like spreadsheets.
Alter Domus delivers asset monitoring services and covenant management solutions that simplify these workflows and provide a real-time, portfolio-wide view across the credit lifecycle.
Our technology enables seamless data flow from document collation and extraction through reporting and analysis, giving private credit teams greater transparency, accuracy, and control over their assets and obligations.
Comprehensive solutions to cut time, effort, and error
Reduce tedious manual labor
End the reliance on legacy tools
Harmonize your data
Upgrade your insight
Connect data for better information
Get in touch with our team
Contact us today to learn more about our Asset Monitoring & Covenant Management services.
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Data Extraction and Harmonization
Advanced automation and domain expertise that make data a source of truth
Access actionable data, a single source of truth
The growth in alternative assets has increased the volume, complexity, and cost of managing data. Yet understanding that data is key to understanding fund performance and risk.
When data is unstructured (think emails, business documents, images) and non-digitized, it is more difficult to access and use. As a result, you lose insights and efficiencies.
Built within an automated machine learning framework, our Digitize solutions for corporate financials, fund financials, CLO loan documentation, and investor financials ingest high volumes of complex documents and create instantaneous access to actionable data.
We use a combination of human capital and technology to extract, validate, and deliver critical datasets across your organization, making it the ultimate source of truth
Digitize solutions: Automated data extraction to generate insights
Save time and money and scale operations
Improve transparency and compliance
Free yourself from outdated tools
Inform smarter strategy
Grow without worry
Get in touch with our team
Contact us today to learn more about our Data Extraction and Harmonization services.
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Investor Management Overview
Elevate productivity and transparency through efficient, secure data sharing with investors
Streamline your investor reporting and communications
The increasing complexity within the alternatives market has posed challenges in furnishing prompt and precise data to your investors. Using outdated methods to share documents and data not only introduces inefficiencies but also potential inaccuracies and security vulnerabilities. These factors collectively may impede your ability to meet investors’ expectations.
Alter Domus’ Investor Portal streamlines the reporting process by offering a centralized platform for delivering documents and data to your investors. Quickly and efficiently deliver tailored reports, providing a comprehensive overview of their investments.
Alter Domus’ Marketing Data Room seamlessly integrates with the Investor Portal to allow smooth, secure sharing of sensitive deal information with your potential investors.
Enhance investor confidence
Increase data transparency
Stay connected to your investors
Keep pace with reporting requirements
Make fundraising smoother for everyone
Get in touch with our team
Contact us today to learn more about our investor management technology solutions.
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Real Asset Servicing
Simplifying your operations through customized services
What is Real Asset Servicing?
Complex transactions mean complex operations. By coordinating investor transactions across the layered structure, Alter Domus simplifies your day-to-day activities — and helps you optimize your portfolio, enhance asset performance, and maximize returns. We provide comprehensive fund administration, including for SPVs, dedicated investor services, corporate secretarial, and more. Our strong local knowledge across jurisdictions ensures regulatory compliance in every market.
Full coverage, no matter how you structure your investments
Work with specialists
Our 1,100-plus real asset experts share your focus. We’ll customize our teams, processes, and platforms to meet your sub-asset and other requirements.
Unleash a single-source solution
Get all the support you need: We service all vehicles from the fund down to the asset and across jurisdictions.
Enhance investor satisfaction
Comprehensive investor services, including investor relations services, help you improve transparency and responsiveness, and build trust.
Make the data talk
Alter Domus’ state-of-the-art technology provides unparalleled insight for better, more competitive decision-making
Remain compliant
We know the regulatory and tax reporting pressures international fund managers face. On-the-ground support helps ensure compliance.
Boosting your efficiency and performance in real assets
The Real State of Real Estate
The real estate market has offered many challenges in recent years. Here we assess the opportunities beginning to arise and the role of advanced services and technology on your operations.
Insights
Real estate:
outlook for 2025
Real estate is stronger than it was a year ago, but its recovery in 2025 will be uneven. Lower interest rates, sector opportunities in data centers and logistics, and looming debt maturities will shape the outlook.
Key contacts
Please select a contact
Get in touch with our team
Contact us today to learn more about Alter Domus’ Real Asset Servicing.
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Borrowing Base Administration
Confidently drive growth and manage cash flow with ease
What Is Borrowing Base Administration?
Ensuring collateral compliance to maintain financing against a portfolio of loan investments is a challenging bit of business. Risk surrounds the calculation process: Misstate borrowing availability — even through something as simple as a spreadsheet error — and it can have serious economic implications. On top of that, each lender has different requirements. Alter Domus provides the operational expertise to help you navigate complexities and avoid negative consequences.
Bespoke services to ensure loan compliance
Reduce the heavy lifting
We do the calculations for you based on our internally created loan data and compliance models within our core systems.
Access expertise
Because we’ve worked with a wide range of lenders worldwide, we can ensure you’ll meet unique reporting and tracking requirements.
Leverage credible underlying data
Our in-system approach captures and tracks all relevant portfolio asset characteristics, senior debt, and other essential attributes that drive calculations — and completeness.
Get in touch with our team
Contact us today to learn more about Borrowing Base Administration.
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Asset-Based Loan Servicing
Comprehensive ABL support so you can take advantage of market opportunities
What is Asset-Based Loan Servicing?
Asset-based lending is booming, but the daily responsibilities of asset-based loan servicing can be a barrier to entry for lenders without sufficient staff or systems. It takes at least three people to appropriately run the back-office operations for the first loan. Alter Domus helps you cost-effectively participate in asset-based lending by handling all the necessary operational details — collateral monitoring, loan servicing, cash management, and more.
People and services positioning you for growth
Count on our experts
We do more than just service the loan. We review and validate collateral information and identify potential performance issues for quick response.
Cut your costs
You won’t have to hire or manage an expensive staff or incur the costs associated with running a book of business or your own collateral system.
Boost collateral confidence
Our systems efficiently process collateral data to meet credit monitoring requirements.
Retain control
We don’t make credit decisions or assume risk — you approve everything we do first.
Thrive in the ABL market with the only third-party ABL servicer in the US
Get in touch with our team
Contact us today to learn more about Alter Domus’ Asset-Based Loan Servicing solutions.
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Commercial Loan & Credit Services
Purpose-built systems and teams to ensure compliance and operational efficiency
What is Loan Servicing?
It takes specialized knowledge to understand the nuances of error-free loan servicing — plus time, effort, and money to keep up with technological and operational demands. As experts servicing SBA, real estate, commercial, and distressed loans, we can handle everything from fund aggregation to waterfall and escrow administration to workout strategies. That eliminates the burdens on your business, so you can concentrate on delivering returns to investors.
No hiring, no training, lower costs, less risk
Get it right
Loan servicing is complex, and errors can be costly. Our technology-backed experts make things right from the start.
End the talent scramble
In-house turnover decreases efficiency and borrower confidence. Our dedicated teams are here to stay, supporting you throughout the loan lifecycle.
Streamline SBA loan reporting
SBA loan reporting requirements are burdensome, but our technology makes 1502 and 172 reporting error-free and fast.
Optimize special asset management
Our fit-for-purpose service, available on a full portfolio or one-off basis, guarantees appropriate workout strategies for closure, loan modification, forbearance, and bankruptcy.
Ensure credit due diligence
Our teams provide underwriting support, post-closing credit reviews, covenant monitoring, and construction draw administration.
Concentrate on yields
When you outsource loan servicing tasks, you can spend your time and resources focusing on growth.
A scalable, efficient solution
Get in touch with our team
Contact us today to learn more about our services.
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Administrative Agency Services for Private Credit
Independent loan agency services built for private credit, banks, and other financial institutions
When traditional agency models break down
Private credit transactions are increasingly complex. Multi-lender structures, cross-border facilities, and evolving documentation requirements demand an agency model that can keep pace.
- Slower decision-making: multiple parties create communication gaps and execution delays
- Fragmented coordination: manual tracking increases errors and ownership disputes
- Manual cash management: payment processing becomes slow and error-prone.
- Cumbersome administration: document-heavy processes delay amendments and lifecycle events.
- Higher operational risk: manual processes reduce transparency and increase administration burden.
The result: as complexity increases, these gaps become operational risk. Private credit managers need an agent built specifically for this asset class.
Why Private Credit Managers choose Alter Domus
Alter Domus provides independent administrative and loan agency services purpose-built for private credit — giving you control, coordination, and a model that scales with your platform.
FAQs
What does an administrative agent do?
The administrative agent manages the day-to-day operation of a credit facility on behalf of the lending group — playing a central operational and coordination role in private credit transactions.
Core responsibilites include:
- Payment processing and interest distribution to lenders
- Maintaining lender records, registers, and ownership positions
- Coordinating communication between borrowers and the lending group
- Managing amendments, waivers, and consent processes
- Monitoring covenant compliance and flagging breaches
- Supporting documentation control and facility record-keeping
In multi-lender transactions, the administrative agent is the central point of coordination — ensuring information, payments, and decisions flow accurately between all parties.
When should I appoint an independent agent?
Private credit managers typically appoint an independent administrative agent at key points in the development of their platform:
- Launching a direct lending or syndicated strategy, where independent coordination from the outset reduces operational risk.
- Managing multi-lender or cross-border facilities, where complexity demands a dedicated intermediary across jurisdictions and lender groups
- Scaling AUM and operational complexity, where growth requires infrastructure that can absorb volume without compromising quality
- Requiring independent coordination, where conflicts of interest in existing arrangements have become a governance concern.
- Strengthening governance and reporting, where LPs, regulators, or internal standards require more robust operational oversight
What is the difference between an administrative agent and a successor agent?
An administrative agent is appointed at the inception of a credit facility and manages operations throughout its life. A successor agent replaces an existing agent, typically where performance, conflicts, restructuring, or a strategic decision to move to an independent model requires a change. Alter Domus provides both services, and where a succession event occurs, our transition management process is designed to maintain facility continuity.
Can Alter Domus support complex transactions?
Yes. Our agency infrastructure is designed for complexity, including multi-lender syndications, cross-border facilities, and structured credit transactions. We manage the full scope of administrative agent responsibilities across these structures, including amendments, consents, cross-border coordination, and documentation control. Our teams have experience across direct lending, structured credit, and CLO asset classes.
Speak to an Agency Services Specialist
Whether launching a new strategy or reassessing your current setup, we can help you evaluate the right model.
- Discuss your agency requirements
- Evaluate your current administartive agent setup
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CLO Manager Services
A comprehensive, scalable, and cost-effective approach to reduce risk
What are CLO Manager Services?
Managing CLOs is a nuanced, difficult, and often risky process, especially for in-house personnel without experience. Your dedicated Alter Domus team will provide comprehensive operational support that goes beyond core loan servicing tasks — including ensuring you are managing your portfolio within all governing guidelines, helping you understand the impact of hypothetical trades, and ensuring your trustees’ data is in line.
Not just technology — support from experienced professionals
Draw on specialized expertise
Unlike tech companies that only provide software, with Alter Domus you’ll also have the full support of a dedicated, expert team.
Leave errors and inconsistency behind
We’ve equipped our experts with scalable technology specific to CLO administration, assuring high-quality customized reports.
Streamline your processes
You’ll streamline your compliance, portfolio, and trading processes throughout the CLO lifecycle.
Grow without expanding payroll
In-house experts are hard to find. Alter Domus puts the right people on your account to rein in payroll costs.
Around the clock support
Our teams in North America, EMEA and APAC know your needs and your jurisdiction. You’ll always have access to support.
Daily diligence to improve your confidence
Get in touch with our team
Contact us today to learn more about Alter Domus’ CLO Manager Services.
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Loan Administration
Loan specialists reducing risk and cost through best-practice workflows and automation and market coverage
What is Loan Administration?
Because the loan asset class is so nuanced from an operational standpoint, it can be expensive and risky to manage all the details in-house. Our experienced operations team understands the asset class and how loans work, so they can relieve the pressure. Equipped with proprietary technology, they provide a cost-effective and scalable solution that includes tracking, reconciliation, and reporting.
An integrated approach for effective portfolio management
Overcome challenges
Our specialists know loan administration and the full asset range. Their proven experience eliminates errors and ensures timely reporting.
Save money on tech
Licensing reporting technology from the vendor is expensive. We shave costs by licensing industry-leading, asset class-specific technology for you.
Avoid growing pains
As you add different asset classes and fund strategies or expand your geographic reach, your Alter Domus team will grow alongside you.
Access expertise
Our global footprint means expert loan administration is within reach with teams in APAC, Europe, and North America.
Loan administration simplified
Get in touch with our team
Contact us today to learn more about Alter Domus’ Loan Administration services for effective portfolio management.
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