Our Services

In addition to high-quality, configurable software solutions, Black Mountain also offers a range of professional services to support our diverse and rapidly growing client base. Like all of our solutions, these services can be tailored for individual situations or businesses, and are constantly evolving to keep pace with the ever-changing financial services industry.

Asset & Loan Servicing

Firms require timely and accurate tracking of loans held in their portfolios by individuals that understand the dynamic nature of loans and the loan market. Often, the hiring and training of staff to perform back office operations is not core to the central focus of the firm. Black Mountain’s Asset & Loan Servicing offering allows our clients to focus on credit research, trades and monitoring while our staff handles the day-to-day operations of the investments.

Loan Processing

Cash Reconciliation

Position Reconciliation

Trade Settlement

Black Mountain's Loan Processing Service Will:

  • Receive and process agent bank notices on behalf of our clients for broadly syndicated loans
  • Originate and send notices on behalf of our clients for direct lending deals
  • Reconcile positions and transactions to the details provided on the agent notices

Black Mountain's Loan Processing Service Models Each Loan Per the Credit Agreement to Ensure:

  • Interest payments are accurate and received when expected
  • Interest rate floors/ceilings are enforced
  • Accrual options, including PIK payments, are modeled correctly
  • Prepayments are receive and schedules maintained to facilitate accurate cash projections

Black Mountain's Cash Reconciliation service will:

  • Identify cash discrepancies between our system and the agent bank notices
  • Send notifications to all parties along with documentation to resolve differences
  • Display reconciled/unreconciled cash within the system and via reports to provide visibility to clients
  • Optional: Daily cash reconciliation to a third party is also available as an additional service

Black Mountain’s Position Reconciliation service will:

  • Reconcile all positions against the administrative agent bank
  • Contact the agent when needed and provide documentation and calculations of principal activity, including the client on all correspondence
  • Optional: Reconciliation of all positions to additional third parties is also available as an additional service

Black Mountain’s Trade Settlement service will:

  • Receive and enter all trades as of trade or settlement date
  • Reconcile all trade calculations, including delayed compensation, to the trade documents provided to verify cash flows
  • Optional: Act on behalf of the client to access ClearParor other loan settlement sites and move the trade through the settlement process after the client has booked the initial loan trade

Compliance Servicing

In order to ensure timely reconciliation of compliance reports, Black Mountain has introduced a Compliance Servicing offering for clients. This service includes:

Consulting Services

While implementing Black Mountain’s solutions produces incredible efficiencies and cost savings, the need to constantly refine processes and update tools is a top priority for many of our clients. Black Mountain delivers tremendous flexibility to make ongoing improvements and adjustments to key processes, tools and reporting. Our Implementation Specialists are ready to assist with any modifications, whether large or small, to ensure our clients remain efficient and competitive.

Testing Services

Minimize valuable time and resources devoted to upgrading by leveraging our QA Team to test any custom functionality or unique configuration. In addition to the normal robust regression testing we perform for every product release, we offer a range of Testing Services allowing our clients to stay focused on their business while remaining confident their unique implementation is always thoroughly compatible with any new functionality

Relationship Management

We take pride in delivering only the highest quality service, so we provide every client access to a dedicated Relationship Manager who works to ensure their overall satisfaction with our products and services. To ensure the maximum value is received by every Black Mountain client, our Relationship Managers:


“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.

Watch the video


For the 8th Time, Black Mountain Appears on the Inc. 5000, with 3-Year Revenue Growth of 66%

Inc. magazine today revealed that Black Mountain has ranked on its 37th annual Inc. 5000 list for the 8th year in a row. The Inc. 5000 is a list of...

Black Mountain in the Community: London team completes the J.P. Morgan Corporate Challenge

Congrats to the Black Mountain team in London team who recently completed the J.P. Morgan Corporate Challenge! Despite very hot weather, our team of...

Black Mountain is Lessening the Admin Burden for Private Credit Managers

As the private credit market continues to grow, it’s no secret that many managers are facing administrative challenges. Private Debt Investor’s...

Ready to work smarter?

See what our best-practice investment management solutions can do for you.

Get a Demo