Keyview Financial Group, headquartered in Sydney, Australia, is an alternative fund specializing in private credit. Their team has decades of experience in managing complex, large-scale transactions across global sectors and leverages this deep expertise to benefit mid-market firms in Australia and New Zealand providing wholesale investors access to investment opportunities that are typically out of their reach.

Keyview faced growing challenges as their business expanded, including the need to streamline loan management and scaling their operations.

Hear from Linda Wu, Director of Investment Solutions and Operations at Keyview how partnering with us and implementing Sentry, our portfolio management solution, they were able to transform their workflow.

The opportunity

Keyview's journey began in the late 2010s when they identified a critical need to support mid-market corporates that were struggling to secure debt funding with a private credit solution. By recognizing the dual opportunity to achieve attractive returns and structure loans that protect investor capital, the team set the foundation for the enterprise that is Keyview today.

As the private credit market in Australia continues to grow, Keyview is well-positioned for expansion. This growth journey required Keyview to institutionalize their operations, addressing the increasing complexity of loan portfolio management by seeking a scalable, technology-driven solution.

The approach

By implementing our portfolio management solution, Kevview successfully transformed their loan administration and reporting processes. Sentry is specifically designed to bring transparency and automation to the private lending process. This technology empowers investment managers to seamlessly oversee their investments, from research and underwriting through to process management. By automating repetitive tasks and data entry, Sentry streamlines the entire workflow and enhances decision-making capabilities.

For Keyview, this has meant a significant reduction in tedious administrative tasks, allowing their team to focus more on delivering outstanding client service.

The results

With aspirations to become a market-leading private markets specialist, Keyview continually seeks to enhance operational efficiencies. This requires robust, scalable technology that evolves alongside them, incorporating advancements like AI to optimize workflows without adding maintenance concerns. Broadridge is here to meet these demands by offering transformative solutions, positioning Keyview for sustained success.