Successor Agent Services
The leveraged loan industry’s most experienced administrative agent, providing a seamless transfer
What are Successor Agent Services?
When an administrative agent resigns or is removed, it can disrupt the orderly administration of a credit facility. To get back to business-as-usual, you have to move quickly to put a neutral, independent successor agent in place. Alter Domus can seamlessly fill that role. In fact, we’re one of the oldest and largest commercially focused administrative agents in the market. Our experienced buy- and sell-side professionals not only have workout and restructuring experience, but they’ve also facilitated some of the industry’s largest and most complex liability management transactions.
Critical considerations for selecting successor or administrative agents
Appoint successor agents to serve effectively in administrative roles while safeguarding interests. Choosing an appropriate successor or administrative agent is pivotal and should be guided by factors such as experience, authority, dedication to the principal’s interests, and the capacity to act promptly upon any necessity. Evaluating their track record, especially their proficiency in managing intricate transactions and adherence to legal standards, is essential. Trustworthiness and communication proficiency should also be key determinants, as the agent is expected to provide ongoing updates. Confidence in their ability to act with due diligence ensures the principal’s decisions are executed effectively, maintaining peace of mind.
Why Alter Domus for Successor Agency
Deep experience
Alter Domus has a dedicated successor agency team made up of seasoned credit professionals that have experience on both the buy and sell side with workout and restructuring experience.
Client focus
The team focuses on developing and maintaining positive and cohesive relationships with management teams, lenders and professionals so the agency transition is smooth and the working relationship is seamless throughout the life of the loan.
Lack of conflicts
Alter Domus does not have any of the inherent conflicts that other administrative agents have because we do not take lending positions nor do we have proprietary trading positions.
Multi-national capabilities
Alter Domus’ Successor Administrative Agency Services platform offers a solution for borrowers and lenders when the existing administrative agent of a syndicated bank loan decides to step down or needs to be replaced on US, European and Asian based credits.
Process facilitation
We help lenders, borrowers and professionals drive and achieve outcomes by facilitating the process and being widely available and accessible, whether it be a simple amendment or a complex restructuring. Our team understands the dynamics that go on in a syndicated bank loan.
Timely trade processing
We understand the necessity of closing bank loan trades in a timely manner. Our responsiveness in the trade closing area is a key component to our superior service offering for large syndicated bank loans.
How we can serve as successor agent
Deal types
- Broadly syndicated loans
- Middle market (club and bilateral)
- Unitranche
Facility structures
- Middle market
- Term
- Delayed draw
- Project finance
- Bridge
- DIP
- Exit
- Mezzanine
Other transaction services
- Equity or LLC member registrar
- Escrow agent
- Stockholders’ representative
Get in touch with our Successor Agency team
Contact us today to learn more about Alter Domus’ Successor Agent Services.
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Trade Settlement Services
Streamline your post-trade process, reduce errors, and enhance liquidity with experienced settlement advisors, innovative technology, and real-time transaction oversight.
What are Trade Settlement Services?
Trade settlement is a critical post-trade process that involves coordinating documentation, communication, and compliance across buyers, sellers, brokers, agent banks, and clearing institutions. Without the right systems and expertise, delayed settlements and mismatched information can lead to increased risk, strained liquidity, and dissatisfied clients.
Alter Domus simplifies this complex process by leveraging our global team of advisors, automation tools, and settlement platform integrations. We manage every detail of the settlement cycle for syndicated loans, par and distressed debt, and trade claims — so your organization can focus on investment strategy, not paperwork.
Timely and accurate solutions for better oversight
Meet every settlement date
Dual-approval workflows and regular reconciliations ensure no transaction is missed and each trade is completed on time, every business day.
Access all the data
Our centralized systems provide real-time trade status updates, historical data, and exchange-specific metrics — helping clients stay informed and compliant.
Grow comfortably
As your business grows, your Alter Domus team will too, always keeping up with your needs.
Close with confidence
You need a closer who is focused and committed to settlements. Our highly specialized settlement professionals are committed to ensuring your trades are closed efficiently and without issues.
Reduce effort
Our value-added services — signing Powers of Attorney, KYC document distribution and tracking, and cash versus settlement analysis — will fit seamlessly into your processes.
Leave the details to us
Get in touch with our team
Contact us today to learn more about our services.
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CLO Collateral Administration
Dedicated team and technology to fulfill your trustee services obligations
What is CLO Collateral Administration?
Under most indentures or offering documents, a third party to perform CLO collateral administration is required. But finding experienced and knowledgeable trustees can be a challenge in today’s environment.
We partner with trust banks to provide an automated and scalable solution backed by expert staff. Services include daily cash/position reporting, monthly trustee reports, quarterly waterfalls, arranging payments to noteholders, directing money movement, and more.
Meet legal requirements accurately and on time
The reports you need, now
Leveraging our market-leading Solvas Digitize technology means faster reporting with unparalleled accuracy.
Your area is our specialty
Teams in North America, Europe, and APAC know your requirements and ensure compliance.
One team over time
We believe in the power of relationships. As you grow, your dedicated team stays with you for seamless support.
Always disclose the right information
Get in touch with our team
Contact us today to learn more about Alter Domus’ CLO Collateral Administration.
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Real Assets Solutions
A full suite of services designed to drive performance across your real assets investments
80%
World’s largest real estate and infrastructure firms served
$300bn+
Real estate assets under administration
$140bn
Infrastructure assets under administration
Simplifying the complexity of real assets operations?
You know that managing complex details takes time. Fixing issues in compliance, transactions, and investor reports takes even more time — and can be costly in many ways. The 1,100-plus real assets experts at Alter Domus make everything simpler and right from the start. We service the full structure, not only the fund layer: investor structuring, KYC, portfolio structuring, board communications, documentation, regulatory and reporting compliance, asset level accounting, reporting and performance dashboarding — total coverage across jurisdictions.
Streamline tasks and focus on returns
Access expertise
Tap into the strength of our global asset class specialists. They know your business; they speak your language. That assures accuracy and reduces risk.
Save time
Take administration, coordination, and communication tasks off your plate — and concentrate on core competencies.
Gain data-driven insight
Our systems are fast, efficient, and ever-evolving. Your information will easily become insights, letting you make smarter portfolio decisions.
Build consistency and trust
Streamline and improve documentation and communication to keep investors satisfied and loyal.
Draw on SPV experience
Managing special purpose vehicles (SPVs) is crucial for real asset funds. Alter Domus provides expertise in SPV administration and management, supporting efficient structuring and ongoing compliance.
Our Real Asset Solutions
Reducing effort, time, and risk by coordinating investor transactions across layered structures, from fund administration and corporate secretarial to cash flow management.
Fueling growth and reducing risk through integrated, tech-driven administration support.
Providing bespoke services so investment managers can more easily reach European investors while complying with the AIFMD.
Effective oversight, monitoring, and safekeeping of your fund’s assets to fulfill your obligations.
Tailored corporate solutions that cover all stages of the entity lifecycle, from establishment to SPV administration.
Fully automated, scalable, and specialized capital administration services, delivering operational efficiencies, data accuracy, transparency, and minimized risk across the board.
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.
Services
Open-ended Fund Administration
While they offer significant opportunities, OEF characteristics also come with enhanced commitments. Marry these with the nuances of alternative asset classes and you need experts to unlock the opportunity.
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.
Insights
Infrastructure:
outlook for 2025
Infrastructure is et for a strong 2025, with easing interest rates and improving macro conditions boosting deals and fundraising.
Key contacts
Anita Lyse
Luxembourg
Global Sector Head, Real Assets
Contact our Real Assets Solutions team
Get in touch today to learn more about our solutions, including:
- Real Asset Servicing
- Fund Administration
- AIFM Services
- Depositary Services
- Corporate Services
- Capital Administration
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Private Debt Fund Solutions
Front-to back-office support for managers of direct lending, CLOs, and broadly syndicated loans-powered by integrated services, purpose-built platforms, and a single source of loan data.
Trusted by the world’s leading private debt managers
From CLO managers to direct lenders, we support leading firms with scalable, integrated operations that cut settlement times, reduce reconciliation errors, and meet evolving regulatory demands.
Giving you the edge with a holistic private debt fund service offering
As the private debt market has grown, so has the need to perfect your loan operations, from the front office through to the back office. Our full service private debt solutions offering allows your team to select the elements needed most to help your fund operations run smoothly, enabling better collaboration and superior returns.
95%
of the largest private debt managers serviced
3,000
Private debt funds under administration
$1.8tn
in debt capital market assets administered
$610bn
Private debt fund assets under administration
Why Alter Domus for private debt solutions?
With decades of expertise and operations in 23 jurisdictions, our SOC 1 & 2 certified processes and AIFMD-compliant services ensure global consistency and investor confidence.
Services
Our private debt specialists act as an extension of your in-house teams, delivering fund administration, CLO management, loan settlement, and agency support. With global asset class expertise and multi-jurisdictional regulatory knowledge, we help you scale operations, reduce risk, and stay compliant across markets.
Technology
Our private debt solutions are supported by a suite of purpose-built technologies, from advanced automation to machine learning, maintained by our in-house teams. These tools simplify loan operations, reduce manual processing, and give your investment and operations teams a competitive edge across the entire credit portfolio lifecycle.
Data integration
We maintain a golden copy of loan and fund data across the lifecycle, ensuring accuracy for reconciliations, reporting, and investor communications. At the same time, our solutions integrate seamlessly with the systems already embedded in your operations, so you are never locked into a single provider.
Our Private Debt Solutions
Front Offices Services
Deal Fact
Technology-backed expertise enabling you to focus on core activities and grow your fund.
Digitize Corporate Financials
Combining intelligent automation with Alter Domus’ domain expertise to deliver fast, scalable, and accurate data extraction.
Credit-Vision
Streamlined operations and analysis for smarter investment strategies
Middle Offices Services
Loan Agency
Scalable, proprietary technology coupled with sector-specific knowledge reduce the risk and burdens of administering leveraged loan, private credit, and BSL transactions.
Loan Services
Full day-to-day support for all middle-office loan operations, including loan accounting, reconciliations, reporting, and more.
Successor Loan Services
The leveraged loan industry’s most experienced administrative agent, providing a seamless transfer
Back Offices Services
Fund Administration
Fueling growth and reducing risk through integrated, tech-driven administration support.
Corporate Services
Tailored corporate solutions that cover all stages of the entity lifecycle, from establishment to SPV administration
AIFM Services
Providing bespoke services so investment managers can more easily reach European investors while complying with the AIFMD.
Depositary Services
Effective oversight, monitoring, and safekeeping of your fund’s assets to fulfill your obligations.
Services
Our Private Debt ecosystem, illustrated
We have all the elements required to shape the perfect package for your private debt operational needs, thanks to our comprehensive market approach across three key realms – service, technology, and data integration.
Our private debt technology
From loan servicing to accounting, Alter Domus’ selection of SaaS and proprietary technology are purpose-built for the credit space and meticulously maintained by our in-house tech teams.
CorPro
CorPro serves as our secure web portal allowing you to access fund and asset-level financial data and distribute all communications and reporting to investors through a secure, customizable application.
Agency360
Agency360 is Alter Domus’ proprietary platform purpose-built for our teams to perform all Loan Agency services. From calculations to notice preparation to payment processing and tax reporting, our service teams rely on Agency360 as their single source of data and operations. All activities and reporting are fed from Agency360 into Agency CorPro, your dedicated portal for any loan agency data needs.
Solvas Portfolio
A multi-asset class administration and reporting solution, Solvas Portfolio provides powerful capabilities to simplify operations and reduce back-office burdens across the asset lifecycle. You’ll have a transparent and holistic view of your portfolio, making it easier to settle trades, collaborate with trustees, reconcile cash positions, protect revenues, and reduce risk.
Virtual Back Office
VBO is Alter Domus’ accounting book of record/general ledger specializing in credit strategies. It handles all the loan and portfolio accounting specifics and can serve as an accounting book of record (ABOR) or will feed your general ledger.
Solvas Digitize
With Solvas Digitize, you’ll take control of complex documents (and costs) and capitalize on the information they contain. Fully automated document receipt, data extraction, validation, and reconciliation features drive operational efficiency — and produce highly accurate, digitized information ready to use for more strategic decision-making.
Solvas Compliance
Solvas Compliance fills the gap left by applications that you can’t tailor or update and platforms that lack transparency and independence. Easy to configure and simple to use — no programming knowledge or outsourcing required — Solvas Compliance lets you minimize compliance risk for each CLO. You’ll improve deal modeling and investor confidence, automatically.
Insights
Private debt:
outlook for 2025
Private debt is poised for a strong 2025 as M&A activity rebounds, despite slight return pressures from rate cuts. In this environment, operational efficiency and transparent reporting will be key differentiators — areas where Alter Domus’ integrated solutions give managers an edge.
Key contacts for private debt services
Greg Myers
United States
Global Sector Head, Debt Capital Markets
Ready to learn more about Alter Domus’ Private Debt Solutions?
Join the world’s leading private debt managers who already rely on Alter Domus. Get in touch with us today.
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Private Equity Fund Solutions
Trust in our expertise across all PE strategies, including buyouts, growth equity, fund of funds, secondaries, co-investments, and beyond.
Our PE solutions by the numbers
See how our private equity fund solution coverage spans the industry, including with some of the top managers.
2,500+
PE specialists across 23 jurisdicitons
4,700+
PE, VC, and FOF funds under administration
$1.2tn
PE assets under administration
900
Private equity clients
Seize your market advantage with our PE services
Alter Domus offers comprehensive private equity solutions designed to meet the unique needs of PE investment firms and their portfolios. Our expertise spans fund administration, financial reporting, and compliance, ensuring that clients receive tailored support throughout the investment lifecycle.
With a dedicated team of professionals and advanced technology, we streamline operations, enhance transparency, and optimize performance for private equity funds. Our commitment to delivering high-quality service allows clients to focus on their core investment strategies while we manage the complexities of their private equity back-office fund needs. Trust Alter Domus to be your partner in navigating the evolving landscape of private equity investing.
How we approach private equity fund services
We can support every facet of your private equity back-office needs, across an array of PE strategies. Here are just a few PE strategies we service and ways we can deliver those services.
PE strategies served
- Buyouts
- Growth equity
- Venture capital
- Secondaries
- Mandates
- Co-investments
Fund administration services
- Fund accounting and financial reporting
- Investment processes
- Investor KYC/AML
- Transfer agency
- Cash management
- Tax and regulatory support
- Consolidation, IFRS, liquidation
- ESG reporting solutions
- 3rd party agency
Capital administration services
- Waterfall administration and reporting
- GP carried interested administration and reporting
- Capital forecasting
Service model design
- Regulatory guidance
- Bespoke operational know-how on defining and implementing:
- Outsourcing models
- Co-sourcing models
- Managed service models
Our private equity fund solutions content
2025 private equity outlook
Challenges in private equity
Next-gen investment vehicles
Key contacts
Tim Toska
United States
Global Sector Head, Private Equity
Contact our Private Equity Solutions team
Contact us today to learn more about our solutions, including:
- Fund Administration
- AIFM Services
- Depositary Services
- Corporate Services
- Capital Administration
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Business Support
Helping you reduce overhead and optimize productivity
What are Business Support Services?
Building your business without increasing overhead may seem like an impossible mission. Determining the right amount of resources to devote to operations, while ensuring the fund can focus on investor and investment activities, can be a balancing act. Alter Domus provides co-sourcing opportunities that eliminate the expense and heavy lifting of managing an entire back-office operation, plus office services that help you put your best foot forward for less.
Office Services
Fully serviced, fully equipped, and flexible working spaces are available in various international jurisdictions. Alter Domus is proud to offer these services via a related entity, BOS. See bos-international.com for complete details.
Alter Domus’ Co-Sourcing Solutions
Under our co-sourcing model, we put the strength of more than 5,000 fund specialists to work for you, handling your back and middle-office operational activities while you retain control over your technology stack and data.
Get in touch with our team
Contact us today to learn more about our Business Support Services.
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Accounting & Financial Reporting
As a back-office extension, we enable you to focus on fund value creation
What are Accounting & Financial Reporting services?
Meeting legal and reporting requirements is never easy, and with global regulations changing all the time, staying on top of everything is even more complex. Because our teams have in-depth industry backgrounds, they reduce risk and will be key to helping you remain compliant with regulations globally.
We’ll remove your administrative burden and reduce risk
Remain compliant
Wherever you are, be confident that you’ve met regulatory requirements. We stay current on legal and compliance regulations in multiple jurisdictions.
Ensure distribution liquidity
We’ll provide accurate and up-to-date accounting to ensure your access to timely information to make accurate distributions.
Be ready for asset acquisition
We take care of cash flow modeling and debt covenant reporting.
Reduce global UBO risk
We provide UBO registration management to meet global requirements.
Keep payroll costs in line
No need to hire an expensive in-house staff or back-office specialists.
Financial reporting and analysis made easy
Get in touch with our team
Contact us today to learn more about Alter Domus’ Accounting & Financial Reporting services.
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Entity Formation
Comprehensive support to get your corporate entity up and running quickly
What are Entity Formation services?
The process of establishing a corporate entity isn’t easy, especially when missteps can open the door to future risk. Alter Domus’ dedicated onboarding teams combine diligence, accuracy, and efficiency so you can get to business faster — confident everything has been set up accurately from the start. We know your business and your timelines, and we manage every step.
Get up and running faster
Simplify your set-up
A specialist team will support you at each stage of the entity formation process. They’ll help you get everything in place without delay, including service agreements, bank accounts, and FATCA Classification and Certification. And they’ll ensure you’re meeting regulatory filing requirements.
Cut through the clutter
Leave the intricacies of preparing core constitutional documents to us, so you can focus on your fund.
Avoid risk
Entity formation is an intense process that requires meticulous detail. With Alter Domus by your side, you can be confident that we know the steps. We also perform periodic KYC reviews to further ensure compliance.
Get help wherever you are
A single, dedicated team will drive the process, so you’ll always know where to go for answers. Your centralized team understands your industry standards and requirements, ensuring a consistent approach from day one.
Leverage our connections
Our relationships with key banking partners in your industry means operational efficiencies from the start.
All the details, none of the delays
Get in touch with our team
Contact us today to learn more about Alter Domus’ Entity Formation services.
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Venture Capital Solutions
Empower your venture capital operations so your firm can focus on capital investment, emerging opportunities, and long-term success.
500+
Venture capital funds under administration
$100bn
Venture capital assets under administration
100+
Venture capital clients
VC investing meets dependable fund operations
Venture capital is built on vision — identifying potential, nurturing development, and financing the future of innovation. While venture capitalists pursue bold investments, your funds and management company need a dependable partner you can trust to deliver operational excellence in the background.
Alter Domus provides industry-leading support to VC clients through comprehensive fund services, experienced consultants, and fund-specific technology. Our software and service platforms are designed to reduce complexity, streamline operations, and enable your team to share insights, manage risk, and focus on growing investment funds.
Operational confidence for venture capital growth
As your funds scale so do the demands behind the scenes. High transaction volumes, expanding structures, and increasing investor expectations require precision and efficiency.
Our experienced teams and automated workflows simplify fund services and operations, ensuring accuracy while reducing manual processes. With seamless data migration and integrated platforms, we remove the burden of managing costly systems.
With Alter Domus, your operational foundations are built for growth, helping you stay focused on opportunities, not administration.
How we approach venture capital fund service
Through our unique servicing platform, we achieve quality in delivery by focusing on the following:
Asset class specialization
- Exclusive focus on venture capital funds
- Across various investment stages from angel and seed, and early to late stage
- Investment securities such as common, preferred, convertible notes, options, warrants, etc.
- Specialization of teams per sub-asset class (2400+ staff for private equity, venture capital, and fund of funds)
- Specialized teams, processes, and platforms for venture capital funds
Vertical integration
We service all vehicles, from the investor down to the asset:
- Fund vehicles
- Securitization entities
- Tax blockers
- General Partners
- Carry structures
- Holding companies
- SPVs
Service coverage
Ability to deliver all relevant services to all your venture capital entities across the globe
- Fund administration & accounting
- Investor servicing
- AIFM services
- Depositary services
- Full administration, coordination, accounting and reporting to all entities
- Tax and regulatory compliance
- Corporate secretarial services
Our venture capital solutions
Fueling growth and reducing risk through integrated, tech-driven administration support.
Providing bespoke services so investment managers can more easily reach European investors while complying with the AIFMD.
Effective oversight, monitoring, and safekeeping of your fund’s assets to fulfill your obligations.
Tailored corporate solutions that cover all stages of the entity lifecycle, from establishment to SPV administration.
Automated, scalable capital administration driving efficiency, accuracy, and risk reduction.
Tech-supported venture capital solutions
When partnering with Alter Domus, your venture capital operations are supported not only by expert servicing teams and honed processes, but also by best-in-class proprietary and third-party technology.
eFront
eFront serves the alternatives investment lifecycle, from due diligence and portfolio planning, to performance and risk analysis, across a range of alternative asset classes including private equity, real estate investment, banking, and insurance sectors
Allvue
Allvue is an integrated platform supporting the full alternative lifecycle, from fund accounting and investor reporting to portfolio management. It serves various asset classes, including private equity, private debt, and real estate, enhancing efficiency and transparency.
FIS Investran
Investran offers a specialized platform for private equity and alternative assets, streamlining fund accounting, investor reporting and partnership tracking to improve operational efficiency and accuracy.
Flexible operational approaches for your venture capital strategy
At Alter Domus, we offer a full spectrum of operational model delivery. Learn more about the customized ways we can service your VC funds by visiting our operational model informational page.
Outsourcing
Under an outsourcing model, your firm can cede the day-to-day fund operational duties – such as financial statements and investor reporting – to Alter Domus teams and our own technology, while we report progress and updates to your key back-office contacts.
Co-Sourcing
Co-sourcing exists at the intersection of insourcing and outsourcing. Under the co-sourcing model, the administrator handles the day-to-day back- and middle-office operational activities while the fund manager retains ownership and control of their in-house technology and data solutions.
Lift-Out
We also work with asset managers to lift out their operational teams, making them our own employees. Although the staff would fall under our overhead as the administrator, they remain completely dedicated to the fund and its activities.
Venture Capital insights
How fund administration supports scaling-up venture capital operations
We dive deep into the role of fund administrators in helping VC firms scale, including the key functions these entities provide.
Fund accounting & reporting services for venture capital firms
We explore the essential components of venture capital accounting and explain some of the benefits of outsourcing this critical function to specialized fund accounting services providers like Alter Domus.
5 operational challenges faced by venture capital firms?
We discuss five key challenges that VC firms commonly face and discuss how leading fund administrators like Alter Domus are helping firms overcome them, streamline operations, and stay focused on delivering investor value.
Key contacts
Tim Toska
United States
Global Sector Head, Private Equity
Get in touch with our venture capital specialists
Contact us today to learn more about our specialist services, including:
- Fund Administration
- AIFM Services
- Depositary Services
- Corporate Services
- Capital Administration
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