Private Market Solutions

Make every decision with confidence. Sentry PM, our unified private debt and CLO platform, combines integrated insights and automated workflows to optimize portfolios.

Automated. Integrated. Informative.

Data-driven decision workflows

Manage approvals, limits, and more
Link analysts to companies and deals
Initiate trade orders and loans directly from the pipeline

Credit analysis dashboards

Customize dashboards for a holistic view
Analyze trends across companies and industries
Monitor pipeline deals and current investments

Comprehensive financials tracking

Capture company financials, industry credit data, and more
Store unlimited time series data
Customize multiple datasets per industry

Centralized document management

Add attachments, network shares, and supporting documents
Ensure quick and easy access to relevant information
Facilitate better collaboration and record-keeping

Sentry has smoothly integrated with our technology stack and provides functionality that will improve our capabilities as we grow.

Jim Keogh

Managing Director and Head of Global Credit Operations, Carlyle

Sentry PM: The unified private investment platform

Seamlessly connect private credit portfolio management research and compliance in a single experience.

Informed decisions at every step

Set approvals and limits, link analysts to companies and deals, and initiate orders from the pipeline to quickly capitalize on potential opportunities.

Holistic views of risk and performance

Customize dashboards to comingle qualitative and quantitative data, revealing the potential opportunities and risks that could affect performance.

Advanced analyses

Make precise financial assessments using real-time insights regarding companies and industries.

Collaborative and accessible records

Eliminate time spent searching for documents with a centralized repository for supporting documents such as memoranda and financial statements.

Enhanced communication and coordination

Strengthen client relationships and operational efficiency with tools to systematically manage every interaction and follow-up.

Continuous regulatory oversight

Receive daily compliance status reports on collateral quality, portfolio limitations, and more to reduce regulatory risk and build trust with stakeholders.