CDFI Portfolio Maintenance & Asset Management Support
We help CDFIs keep portfolios current by clearing annual review backlogs, strengthening covenant monitoring, and supporting complex deal reviews—so your team can focus on closing new deals without losing control of risk.
Three Ways to Engage
Backlog Buster
Best for annual reviews 60–180+ days past due, staffing gaps, "we need to get current."
Outcome: A current, standardized review set your team can trust.
Complex Deal Specialist
Best for NMTC/HTC/LIHTC and structured deals where performance/compliance depends on the structure.
Outcome: Senior-level clarity in a format your committee can act on.
Covenant Watchdog
Best for watchlist credits and early-warning monitoring.
Outcome: Faster risk visibility and fewer surprises.
Intake Checklist
Use what you have—we’ll work with the documentation available.
Security & Privacy
We can work inside your existing secure portal (preferred).
If needed, we provide a secure transfer workflow with limited access.
NDAs supported. Data retention and deletion defined in writing.
Simple & Repeatable
Confirm Scope
Deal type, covenants, timeline, deliverables
Extract + Spread
AI-assisted extraction; human validation
Test + Analyze
Covenants, triggers, drivers, variances
Deliver
1-page summary + workpapers + questions
Frequently Asked Questions
No. We support your team with analysis, documentation, and repeatable monitoring so you stay current and audit-ready.
Turnaround depends on file completeness and complexity. We'll confirm a timeline during intake and prioritize watchlist items first.
Yes—structured deals are a core use case. We focus on clarity: what matters, what's at risk, and what to do next.
Yes, selectively. AI helps with extraction and efficiency; final outputs are human-reviewed and built for defensibility.
No. We provide analysis and monitoring support. Credit decisions remain with your institution.
Yes. Our standard deliverables are designed for credit committees and audit trails.
No. We flag issues and questions, and recommend coordination with counsel/CPA as needed.
Book a 30-minute Portfolio Audit. We'll confirm fit, scope, and next steps.