Private Credit Planning application

Forecast your private credit
portfolio in one place.

Flex interest rates, assign risk ratings and see the impact on
every loan with the Private Credit Planning application.

Built for finance teams at private credit funds and direct lenders.Private credit teams
Powered by Anaplan. Built by Mavens Cloud.

Your private credit portfolio has outgrown its spreadsheets.

Too many spreadsheets

Loan models sit in separate files, kept by different people.

Testing a change takes days

Every rate change means a rebuild, and by then the market has moved.

Reporting eats your team’s time

Monthly committee packs and quarterly investor reports are pulled together by hand.

One connected model for your whole portfolio.

Model every loan

Track each loan’s fees and credit quality from start to finish.

Assign and track risk

Give every loan a risk rating and see how credit changes play out.

Test what could happen

Flex rates, spreads and defaults and see the impact on your forecast.

Direct lending fund: portfolio
4 positions, £123.5m
Portfolio yield
9.6%
Expected loss
1.2%
On watch list
0
BorrowerYieldRating
UK logistics group
Unitranche, £42.0m
9.0%
B
US healthcare services
Senior secured, £28.5m
8.6%
B+
European software company
Unitranche, £35.0m
10.1%
B-
Industrial manufacturer
Second lien, £18.0m
11.8%
B
Net interest income, next 8 quarters
BaseBase case

Illustrative example with sample data

What changes for your team.

Minutes
not days

Rate tests that take days in spreadsheets run in one session.

Up to 70%
less reporting time

Firms typically cut quarterly reporting time by 50 to 70%.

8 to 15
spreadsheets replaced

One application instead of a stack of separate files.

Weeks
to go live

Set up to fit your loans and fees, with no custom development.

Based on typical client results. Outcomes vary by implementation scope and infrastructure.

Built by experts who
know private credit.

Mavens Cloud is a global consultancy of financial planning experts, focused on financial services. With teams across the UK, Europe, the US and the Middle East, our consultants design and build planning models for banks, insurers, asset managers and private credit firms, so we know how a private credit portfolio really works and where spreadsheets let finance teams down.

We built this application from that experience. It packages what we’ve learned on client projects into a ready-made app, so you start with an expert design instead of a blank page.

See it for yourself.

See how your team could forecast faster.