Investor Reporting

Black Mountain offers a flexible set of reporting tools to automate the process of creating investor reports.

Features

  • Leverages Excel to create reports, using our Excel Add-In, providing an infinitely flexible tool to create any report
  • Offers full scope of data including portfolio summary information, as well as fund and investor returns
  • Provides the ability to automate capital call and distribution notices
  • Provides the ability to calculate portfolio and investment level returns

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5 Reasons Why

Black Mountain is Right for You

Black Mountain

20 of the top 25

Global CLO Managers use Black Mountain’s Solutions

See How This Works For Our Clients

CASE STUDY:

“Black Mountain’s solution provides a window on holdings across the entire $142 billion portfolio and will prove to be instrumental in improving our ability to make decisions and invest with the most accurate data at our fingertips.”

- Paul Thompson, COO, Barings

“While our PMR quarterly report is done in the same way as before we got Black Mountain’s solution, we save inordinate amounts of time when generating portfolio-wide reports because they are now automated. We have more controls around the accuracy of our data. What took hours and hours to complete before now takes very little time.”

- Brian Forde, Vice President, Newstar Financial, INC.

Wasmer, Schroeder & Company used Black Mountain’s solutions to achieve efficiency gains of 80% for its administrative team and 20% for its portfolio managers and traders.

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