Linedata’s Investment Data Analytics Services help private credit, debt, and equity firms identify and value new investments and leverage unstructured data to make better-informed decisions faster. Enjoy the advantages of working with an independent, global partner that is not owned by a ratings agency or investment bank. We provide a broad range of private market outsourcing solutions:

• Investment management operations
• Investment performance monitoring 
• Model updates and data coordination
• Valuation production, valuation memos, and reporting
• Valuation of Level 3 illiquid assets
• Acting as an extension of your team

Artificial Intelligence and Machine Learning are transforming private market investment research, data collection, and insight development. Our Cognitive Investment Data Management Service helps portfolio managers get better information faster. It contextually extracts relevant information from financial and contractual documents for validation by our analysts. Our private market solution provides:

• Data extraction using advanced AI/ML technology
• Quality control by experienced financial analysts
• Private and public credit data in standard templates
• Deal diligence, portfolio credit monitoring, and IPO diligence
• Standardized processes, templates, and advanced technology
• Major gains in scale and efficiency

Grow your business with our private equity back office outsourcing solutions. We'll help you scale without adding headcount and free up in-house resources for core activities. We can build a solution around your existing systems or advise on and implement the best technology for your needs. As a long-standing service provider for private markets, our offering includes:

• Operational accounting
• Fund accounting 
• Turnkey reconciliation
• Loan administration
• Expense and Vendor Management 
• Digital processes and audit trails

Save time with our loan processing solution, part of our Middle and Back Office outsourcing services offering. Our credit fund analysts act as an extension of your loan management team, and our system-agnostic services fit any workflow and integrate with any platform. 

Our loan agency solution includes preparing notices for all lifecycle events: interest, paydowns, drawdowns, loan modifications, and fees. 

Our loan servicing solution includes:

• Agent bank follow-up
• Credit facility agreement reviews
• Contract-level data extraction
• Restructure processing
• Wire management

Eliminate vendor and expense management headaches with Linedata Expense Management. Focus on core business while we manage expense allocation in compliance with investment agreements and SEC regulations. Our expense management solution:

• Ensures equitable expense allocation
• Facilitates regulatory compliance
• Applies industry best practices

Our wire processing service provides:

• Manual and automated wire payment processing
• Approved, standardized templates
• Full approvals tracking, and clear audit trails

Our Advisory Services offering is grounded in domain knowledge and technology expertise, setting us apart from other professional services providers. This includes a strong track record of helping private equity firms transform portfolio companies with cloud-based solutions that cut costs and enable higher investment returns. Our private market solutions include:

• Private markets software development
• Business and technology consulting
• Transformation solutions
• Application support
• Data warehousing and transformation 
• Project management

Our Managed Services Provider infrastructure management offering helps COOs and CTOs complement or replace internal IT resources with scalable, cost-effective expertise and resourcing. Our MSP offering for private equity includes managing portfolio company IT infrastructure and day-to-day IT needs. Our solutions include: 

• Public, private, and hybrid cloud 
• Cloud migration and transformation
• Cybersecurity and MDRR
• IT due diligence during PE asset purchase
• CISO-as-a-Service for small and mid-size PE firms
• Technology consolidation and optimization 

Our award-winning Cybersecurity Services protect your assets and reputation while supporting compliance with SEC requirements. Linedata Protect, our Managed Detection, Response, and Remediation (MDRR) solution, delivers fully managed security operations. Other cybersecurity services for private markets include:

• Cybersecurity awareness and phishing preparedness training
• Vulnerability assessment and penetration testing
• Threat intelligence
• Policy and controls reviews
• Security risk assessment
• M&A / portfolio company diligence