Onboarding, training, and ongoing support scoped to a private credit operation — not a generic software rollout.
Standard SaaS onboarding assumes a simple, generic workflow. Private credit operations have fund structures, loan products, and compliance requirements that a self-serve setup guide was never written to cover.
Your operation — funds, loan products, compliance needs — gets mapped.
Modules are configured around your actual structure.
Your team is trained on the workflows they'll use day to day.
From self-service teams to mission-critical, multi-fund deployments.
Growth-tier support is billed as a percentage of your total monthly platform fees across all subscribed modules.
A success manager who understands your actual fund and loan structure — not just one module.
A success manager who understands your actual fund structure.
Training scoped to your specific underwriting workflow.
The more of the platform you run, the more a dedicated success manager actually does.
Faster time to value after go-live.
Fewer support tickets because the setup matches how you work.
Adoption that actually sticks across your team.
Talk to a specialist about what onboarding would look like for your firm.