Loan-Level Data Pipelines
Ingest, normalize, and store loan tapes from disparate sources. Our pipelines are designed to handle the chaos of raw loan tapes, automating the ingestion of diverse formats (Excel, CSV, PDF, API), mapping them to a unified schema, and applying rigorous validation rules.
Tape Cracking
Automated parsing of inconsistent lender tapes into a canonical format.
Data Governance
Strict type checking and business rule validation before ingestion.
- ✓Canonical key generation & entity resolution
- ✓Automated validation rules & error flagging
- ✓Real-time SQL warehouse integration
Excel-to-SQL Modernization
Stop running your business on fragile macros. We analyze your existing spreadsheets to understand the hidden business logic, then rebuild it in a robust SQL environment with a modern frontend, giving you the flexibility of Excel with the stability of a database.
Logic Extraction
Reverse-engineering complex VBA into maintainable SQL procedures.
Version Control
Git-backed change management for all business logic.
- ✓Macro-to-Procedure conversion
- ✓Reference data schema design
- ✓Secure, role-based access control
Fund & Portfolio Engines
Move from static reports to dynamic analytics. Our engines calculate IRR, MOIC, and waterfall distributions in real-time, allowing you to model "what-if" scenarios and visualize portfolio performance across multiple dimensions instantly.
Real-Time Calc
Instant recalculation of portfolio metrics upon data updates.
Scenario Modeling
Stress test portfolios against market shifts and assumptions.
- ✓Multi-portfolio roll-ups
- ✓Automated waterfall calculations
- ✓Multi-currency support & FX handling
Audit & Compliance Automation
Turn compliance from a burden into a byproduct of operations. We build systems that maintain a perfect, queryable history of every data change and report version, creating an immutable audit trail that makes passing due diligence effortless.
Immutable Logs
Cryptographically verifiable history of all data modifications.
Auto-Reporting
One-click generation of 13F, TIC, and investor reports.
- ✓Audit-ready data lineage
- ✓Automated regulatory reporting
- ✓Role-based access & activity monitoring
Integrated Financial Ecosystem
See how our services connect to build a complete institutional infrastructure.
Financial Infrastructure Ecosystem
Assess & Architect
Data Architecture
Legacy Assessment
Process Design
Reg Strategy
Build & Migrate
Loan Pipelines
Excel-to-SQL
Fund Engines
Integration Logic
Operate & Optimize
Auto Reporting
Data Ops
Audit Readiness
Surveillance
Our Migration Process
From assessment to operation: a safe, proven path to modernization.
Service Delivery Process
Client Impact
Proven results for lenders, funds, and asset managers.
Impact Stories
Middle-Market Lender
Private Credit • Loan-Level Data Pipelines
Challenge
Managed $20B portfolio via 1,200+ disconnected Excel sheets. Monthly reporting took 3-4 days with high error risk.
Solution
Implemented SQL-backed loan pipeline with automated ETL, canonical keys, and real-time PowerBI dashboards.
"We moved from 'death by spreadsheets' to a single source of truth. The board gets reports instantly now, and we trust the numbers."
Chief Financial Officer
Top-50 Private Credit Firm
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ROI Calculator
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