Research Management

Stop relying on email and Excel to manage distribution of internal research and commentary or having research that isn’t integrated with your current trading activity and exposures.

Features by Solution

  • Manages investment pipeline, review, decision making, approval and monitoring processes with all relevant data and documents in a single location
  • Defines alerts to pro-actively manage relevant data gaps
    Integrates with existing Excel models, financial spreadsheets, and third–party data such as ratings, pricing, security masters and financials
  • Captures, organizes and reports analyst credit and industry commentary, underwriting analysis, investment rational and updates, documents, and reporting events
  • Provides configurable views and reports of quantitative and qualitative portfolio credit data and business-process flows
  • Integrates with all Black Mountain solutions, as well as third party systems and data services, allowing analysts to leverage an even broader set of features and data in their daily routines
Available for CLO/Loan Managers, Private Debt Managers, Commercial Bankers, Fixed Income Managers, Alternative Asset Managers, Investment Advisors and Fund of Funds Managers.

Investment Decision Workflow

  • Manages the investment decision process to accumulate all relevant data and documents in one system
  • Automates deal pipeline, investment approval and monitoring reports
  • Provides 2-way Excel integration to upload financial data and download deal data for reporting or analysis
  • Systematically allocates to funds or accounts based on pre-defined rules while taking Compliance checks into account
  • Automatically feeds data to Back-Office / Administrator

Portfolio Company Monitoring

  • Efficiently captures the ongoing financials for portfolio companies and automatically compares to management and analyst forecasts
    • Does this efficiently with our Excel Add-In and proprietary PDF data capture technology
  • Centralizes team commentary, investment analysis, reporting events, and all related documents
  • Calculates covenants using end user configurable calculations which can be customized for each deal
  • Offers audit trail for all changes and rule-based notifications Ticklers (or reminders) for key documents and events

Loan Origination / Underwriting / Decision Workflow

  • Automates and manages the application/credit decision process to accumulate all relevant data and documents in one system
  • Automates deal pipeline, approval decisioning, and monitoring reports
  • Integrates with a Bank’s risk tools – Moody’s RiskCalc, FICO, etc.
  • Provides 2-way Excel integration to upload financial data and download deal data for reporting or analysis
  • Automates funding based on pre-defined rules while taking Compliance checks into account
  • Automatically feeds data to Back-Office/Administrator

Loan Closing / Ongoing Credit Monitoring

  • Efficiently captures the ongoing financials for portfolio companies and automatically compares to management and analyst forecasts
    • Does this efficiently with our Excel Add-In and proprietary PDF data capture technology
      Centralizes team commentary, investment analysis, reporting events, and all related documents
  • Calculates covenants using end user configurable calculations which can be customized for each deal
  • Offers audit trail for all changes and rule-based notifications

Key Benefits

Black Mountain provides an integrated solution that streamlines the collection and distribution of your firm’s research and integrates it with your investment and trading activities.

Investment Analysis

  • Capture and expose industry and credit information to the right members of your team
  • Attach documents or link to existing network folders to provide context-sensitive access to all relevant information
  • Understand the what, when, why of all investment decisions with access to audited history
  • Track deals that you passed on, not just the deals you invested in

Financial Performance

  • Integrate with your existing custom Excel models, regardless of complexity
  • Integrate third party feeds to augment analyst entered data
  • Create and filter financial trends and comparable performance views
  • Populate watch lists and trigger alerts as financials are uploaded
  • Immediately identify and address data gaps across the entire organization

Reports

  • Automate deal pipeline, investment approval and monitoring reports
  • Eliminate the need to re-key data and compile data from disparate sources
  • Create, save and share ad-hoc views and reports based on real-time data

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Global CLO managers use Black Mountain’s solutions

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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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