Ellis offers Private Credit Operations Platform
Product
AI agents reconciling private credit fund data across existing systems.
- Currently Offered
The Private Credit Operations Platform connects fund administrators, general ledgers, loan systems, bank feeds, and portfolio models into one governed, source-verifiable book. Purpose-built agents assist with reconciliation, close, LP reporting, portfolio monitoring, and compliance while managers approve material actions.
It sits above the stack managers already use rather than replacing fund administrators, so every figure can be traced back to its source system or document.
AI agents reconciling private credit fund data across existing systems.
A lending platform using artificial intelligence to assess credit risk and originate loans.
Fintech platform unifying payment-provider data with automated reconciliation and accounting workflows.
BlackRock's private credit platform provides direct lending and opportunistic credit strategies for institutional investors.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Platform for launching and administering European private-markets investment vehicles and funds.
FundCount Platform is unified accounting and investment software for alternative asset firms.
Platform for launching and running private investment syndicates and funds.
SPVs & Funds lets managers launch and run SPVs and multi-asset funds with automated calls and K-1s.
Securitize Fund Administration is an integrated platform for managing the full lifecycle of tokenized funds.
Portfolio and data platform Addepar provides for wealth managers and advisors.
AI-powered platform for aggregating, structuring, and managing alternative investment documents and data.
API-first payment operations platform for bank money movement, ledgering, and reconciliation.
Cotribute AI Growth Agents surface acquisition, cross-sell, and retention actions for credit unions and banks.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
Pirum hub for automated securities finance pre-trade and post-trade workflows.
A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.
A lending platform using artificial intelligence to assess credit risk and originate loans.
Fintech platform unifying payment-provider data with automated reconciliation and accounting workflows.
BlackRock's private credit platform provides direct lending and opportunistic credit strategies for institutional investors.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Platform for launching and administering European private-markets investment vehicles and funds.
FundCount Platform is unified accounting and investment software for alternative asset firms.
End-to-end wealth management platform for financial advisors
Platform for launching and running private investment syndicates and funds.
SPVs & Funds lets managers launch and run SPVs and multi-asset funds with automated calls and K-1s.
Securitize Fund Administration is an integrated platform for managing the full lifecycle of tokenized funds.
Portfolio and data platform Addepar provides for wealth managers and advisors.
AI-powered platform for aggregating, structuring, and managing alternative investment documents and data.
API-first payment operations platform for bank money movement, ledgering, and reconciliation.
Cotribute AI Growth Agents surface acquisition, cross-sell, and retention actions for credit unions and banks.
Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
Pirum hub for automated securities finance pre-trade and post-trade workflows.
A platform that lets founders manage fundraising and investor updates while investors monitor portfolios.
Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.