Audit-ready portfolios.Faster reviews.Fewer surprises.
RealTree Capital Advisors helps CDFIs and mission-driven lenders stay current on annual reviews, covenant monitoring, and complex structured deals—with a principal-led, AI-assisted workflow designed for speed, clarity, and defensible documentation.
Comprehensive Portfolio Support
From backlog clearance to complex deal analysis—we help you stay current and audit-ready.
Portfolio Maintenance
Clear backlogs, standardize monitoring, and strengthen risk visibility.
Complex Deal Review
NMTC/HTC/LIHTC structure analysis and compliance risk identification.
Program Development
Design lending and TA programs with policy, process, and metrics.
Strategic Planning
Practical roadmaps and scorecards that turn priorities into execution.
AI Automation
Reduce manual rework with human-in-the-loop controls.
AI Coaching
Hands-on training to use AI responsibly and effectively.
Mission-Driven Organizations
Principal-led rigor
Built for real-world teams
Committee-ready outputs
Concise summaries + clear workpapers
Structured finance fluency
Complex deals & covenant logic
AI-assisted efficiency
Faster analysis with accountability
Simple, Repeatable Process
From intake to hand-off, we deliver committee-ready packages efficiently.
Intake
Send files securely or grant portal access
Review
Spreading + covenant testing + structure checks
Findings
Concise summary with prioritized follow-ups
Hand-off
Committee-ready package delivered
Ready to Get Your Portfolio Current?
Book a 30-minute Portfolio Audit to discuss your backlog, watchlist, or complex deals.