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PRIVATE CREDIT INTELLIGENCE, BUILT FOR ASSET MANAGERS

Built for private credit.
Designed for scale.

Pepper was built by alternative asset practitioners who spent years running private credit operations on the same fragmented, manual tools the industry still relies on today. Every compliance gap, every reconciliation failure, every quarter-end scramble — they've lived it. That experience is embedded in every feature Pepper ships.

Private credit intelligence dashboard Private credit intelligence dashboard Private credit intelligence dashboard Private credit intelligence dashboard
One source of truth for every private credit decision
Private credit investment data management breaks down when deal data lives in one system, covenant tracking in another, and LP reporting in a spreadsheet. Pepper unifies every deal, covenant, cash event, and investor obligation on a single data spine — so your team sees one number, from one source, with no reconciliation between what the system holds and what gets reported.
Replace manual workflows with institutional-grade infrastructure
Manual workflows in private credit aren't just slow — they are a source of operational risk. Every LP report assembled from exported spreadsheets is a version control problem. Every covenant tracked in a separate workbook is a monitoring gap. Pepper replaces that patchwork with automated workflows where data enters once and flows to every downstream function — LP reporting, compliance, IC dashboards without manual assembly.
Built for the regulatory complexity of private credit
Covenant compliance monitoring, regulatory reporting, and audit trail management in private credit are continuous obligations — not quarterly events. Pepper embeds covenant testing directly against each credit agreement, generates regulatory filings from live portfolio data, and maintains full audit trails automatically — so your compliance posture is accurate on any given day, not just the day before a regulator asks.
AI for private credit and alternative asset management
AI for private credit and alternative asset management — Built on your data, not generic models. Pepper AI operates on the structured, investment-grade data your team has built in the platform. The outputs are verifiable because the inputs are yours — not a generic training corpus that has no idea what your covenants say.

THE PRIVATE CREDIT PLATFORM, END TO END

One platform. One data spine. Every functionconnected.

Most private credit and alternative asset management teams run on a patchwork of disconnected point solutions — a CRM here, a monitoring tool there, quarterly exports to assemble reports. Pepper replaces that patchwork with a single cloud-native platform where data enters once and flows automatically to every function: deal management, portfolio monitoring, investor reporting, and compliance.

Alternative Assets Software Solutions

CRM and Deal Flow Management

Private credit CRM software built for the deal structures and relationship types that generic sales CRMs don't understand. Pepper connects every sponsor, intermediary, borrower, co-lender, and LP relationship directly to the deals and funds they are associated with — so relationship intelligence and deal data live in the same record, not in parallel systems.

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Deal Management

Private credit deal management from first screen to close — deal scoring against investment criteria, multi-tranche structuring, documentation, and IC-ready reporting built in. At close, deal data flows automatically into portfolio monitoring. No re-entry. No information lost at the most critical handoff in the deal lifecycle.

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Portfolio Data Management

Private credit portfolio management software built for the instrument complexity of direct lending, mezzanine, distressed debt, and secondaries. Pepper normalizes data across every loan, tranche, covenant, and cash flow event into one structured data model — with real-time synchronization that eliminates the lag between a deteriorating asset and the moment your team recognizes the risk.

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Fund Operations

Manage liquidity, valuations, and maintenance of multi-asset, multi-currency, forever evolving portfolios.

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Reporting and Analytics

Comprehensive Reporting and Analytics with speed, accuracy, and insight.

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Reporting & Investor Communication

Providing accurate and meaningful insights to both current and potential investors in your funds and portfolios.

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Integrated Fund Management

Pepper provides an end to end integrated platform to investment managers to make smarter new investing decisions while better managing their existing investments.

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Features

The infrastructure that turns data into decisions.

built for the Private credit and alternative asset management run on data. When that data is fragmented across systems, decisions are slower and riskier than they need to be. Pepper's architecture ensures investment data is structured, current, connected, and actionable — from the moment a deal enters the pipeline to the moment an LP receives their quarterly report.

Modular and versatile design

Deploy the modules you need today — CRM, deal management, portfolio monitoring, fund operations, LP reporting. Every module connects to the same data spine, so there's no re-integration cost when you scale.

Tailored dashboards

IC presentations, LP-facing reports, and portfolio dashboards configured to reflect how your firm actually evaluates and communicates its portfolio — not a generic template.

Enterprise cloud architecture

Purpose-built for private credit means Pepper's default configuration already reflects how your operation works. Most clients are live in 90 days, with no professional services dependency.

Rapid deployment

Every module draws from one underlying data record — so what your investment team sees and what your LPs receive is always the same number, from the same source.

Data aggregation

Pepper AI operates on the structured, investment-grade data your team has built in the platform — making its outputs verifiable in a way externally-trained models cannot match.

Highly secure

Investment-grade security built in — encrypted at rest and in transit, role-based access controls, full audit trails, and multi-jurisdiction compliance support.

BUILT ON ENTERPRISE-GRADE INFRASTRUCTURE

Integrated with the platforms your
team already relies on

Pepper connects natively with leading data, cloud, and analytics providers — so your
existing investments extend further, not start over.

AWS
Snowflake
Azure
OpenAI
Power BI
Claude
BNY Mellon
IQC
State Street
PitchBook
Markit

Pepper AI

AI that works because your data does.

Most AI tools for investment management are trained on generic data — and produce outputs that sound plausible but cannot be verified against your actual portfolio.

Pepper AI is different. It operates on the structured, investment-grade data your team manages on the Pepper platform — deal records, covenant terms, borrower financials, LP obligations. The reliability of Pepper AI is directly tied to the quality of your data foundation, which is why we built the data platform first and the AI second.

Document intelligence

Document intelligence

CIMs, term sheets, and borrower financial statements processed in minutes. Key metrics extracted and mapped directly to deal records, with human review at the point of judgment — not at the point of data entry.

Covenant early warning

Covenant early warning

Financial trends across your portfolio are analyzed continuously against covenant terms. Credit investments showing deterioration patterns — margin compression, coverage ratio drift — flagged 60–90 days before a technical breach, not after.

Portfolio scenario modelling

Portfolio scenario modelling

Run 20 parameterised stress scenarios across your full book in the time it used to take to run three. Rate sensitivity, sector shocks, default cycles — modelled simultaneously, not sequentially.

Relationship intelligence

Relationship intelligence

Counterparty engagement patterns analysed across your CRM. Intermediary relationships going quiet — fewer calls, fewer deal referrals — flagged before the pipeline impact becomes visible.

Pepper AI is in active deployment with private credit managers today. Capabilities expand as your data foundation grows. Ask us what is live for your strategy.

Pepper Clients

Trusted by leading alternative asset managers

Including from different segments: private equity funds, credit funds, fund of funds and secondary funds.

Private credit software and alternative investment platform: who we serve

Private credit software andalternative investment platform: who we serve Pepper is purpose-built for the data complexity of private markets — not adapted from a generic investment or CRM platform. Each strategy has its own data model, workflow logic, and reporting requirements built in from the start.

Private credit

Private credit software for direct lending, mezzanine, and distressed debt managers. Pepper centralises deal tracking, covenant compliance monitoring, portfolio valuation, and LP reporting in one platform — replacing the spreadsheets and point tools that create reconciliation risk and reporting lag in credit fund operations.

  • Track borrower covenants, interest coverage ratios, and loan-to-value metrics across your entire private credit portfolio — with automated alerts that fire before thresholds are breached, not after.
  • Generate LP reports and investor portal updates directly from live portfolio data — no manual assembly, no version risk, no reconciliation between what the system holds and what investors receive.
  • Model credit fund valuations for illiquid instruments — unitranche, PIK, delayed-draw — using built-in calculation logic that matches how private credit assets are actually structured, not how a generic platform approximates them.
See Pepper for private credit managers

Secondaries

Secondaries portfolio management software for GP-led transactions, LP stake acquisitions, and fund-of-funds structures. Pepper connects deal evaluation, NAV monitoring, and LP reporting in one environment — giving secondaries teams portfolio-level visibility across underlying fund positions without reconciliation between systems.

See Pepper for secondaries managers

Fund of funds

Fund of funds portfolio management software with consolidated visibility across underlying fund investments, vintage year performance attribution, and multi-manager LP reporting. Pepper's data model preserves the relationship between top-level fund positions and underlying portfolio company exposures — enabling the transparency that sophisticated allocators now require.

See Pepper for funds of funds managers

Pepper is really the only end-to-end solution I’ve found in the deal space.

Anil Gulati

Managing Partner at Stelaris Capital

In our industry we need to have real-time data on pricing of funds… and investors in the private equity space, and having everything in front of you [has been] key for us.

Gary Gill

Managing Partner at Brantstreet Capital

Michael Kenny

The wide array of assets (directs, underlying funds) and the sheer number of interests we own makes the system a necessity for our business. The platform provides flexibility and scalability. And Pepper keeps evolving with the business.

Michael Kenny

Controller at Willowridge Capital

Resources

Discover analytics & operations on a unified platform

Blog

October 11, 2024

How to Make the Three Amigos of Private Credit Your Biggest Asset

Read story

Uncategorized

August 16, 2024

The Transformative Potential of Generative AI in Private Market Asset Management

Read story

Blog

February 27, 2023

The Private Credit Data Opportunity

Read story

FAQ

Get answers to your frequently asked questions

What is Pepper ?

Pepper is private credit and alternative asset management software — the operating system for managers who need deal management, portfolio monitoring, covenant compliance, fund operations, and LP reporting to work from a single source of data. It replaces the fragmented combination of spreadsheets, legacy platforms, and point tools that most alternative asset managers still rely on — and is purpose-built for the instrument complexity and reporting demands of private credit, secondaries, and fund of funds.

How does Pepper use AI?

Pepper AI is built on the structured, investment-grade data your team creates in the platform — not on generic training data. Because the underlying data is clean, connected, and specific to your portfolio, the outputs are verifiable in a way that generic AI tools cannot match. Current live capabilities include: document extraction from CIMs and term sheets, covenant early warning signal detection, portfolio-level stress scenario modelling, and relationship intelligence across your CRM counterparty network.

How long does implementation take?

Most private credit and alternatives managers are operationally live on Pepper within 90 days. Legacy platforms like eFront and Allvue typically require 12–18 months. The difference is design intent: Pepper's default configuration already reflects how alternative asset managers work — direct lending workflows, secondaries data structures, fund of funds reporting logic — so implementation is configuration, not construction.

How does Pepper work?

Pepper is built natively on the cloud and all its functionality sits on a secure cloud platform. Users access through a secured browser connection. There are no local installations. Pepper can integrate directly with your existing systems, data providers and administrators. Cost of usage is based on the period of contract and the total usage of the platform. You never ever have to buy or replace an equipment. It scales effortlessly based on your needs. And you always are working on the latest version of the software.

Can I customize Pepper?

A user can unload an unlimited number of documents related to the fund, deals, and transactions. Pepper’s document searches through every document, providing critical access to trapped information.

Who at my fund can use Pepper ?

Pepper is built to be used by everyone at a fund.. Pepper supports the end-to-end investment lifecycle. Users typically include: analysts, investment committee member, portfolio managers, investor relations, operations, finance and compliance. There are no restrictions on the number of users. Every user gets his or her login based on the roles and responsibilities

We have existing software at our fund. Will you work with those products?

Pepper is designed to work in an ecosystem. We integrate with a variety of other products that extend the productivity at an Investment Management firm. We will be happy to integrate with any tools that you are currently using and ensure seamless data flow.

How does Pepper get its data ?

Pepper works for the Fund Manager. It captures the deals, transactions, and operations data through a variety of ways, including data imports, APIs, Excel interface, data extraction from PDFs, as well as plain old manual inputs.

Does Pepper have a CRM ?

Pepper has a CRM system custom-built for asset managers. Our CRM allows portfolio managers to track every aspect of their deal flow, from key dates, contacts, documents, workflows, and files, all stored directly at the deal level. We offer at-a-glance views of all underlying holdings in each deal, coming directly from the live asset library, email and calendar integration directly into the Pepper system, as well as API connectivity to tools you may already be using, such as Slack, Dropbox, Hubspot, and more.

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