Features

The Operating System for Lending Operations

Capital management, loan servicing, investor relations, collections, analytics, and reporting — unified in one platform. Every capability below maps to a real screen in CapGrowth OS.

Business Capital Management

Monitor operating capital in real time. Track reserves, deployment rates, and available liquidity.

Learn more

Investor Capital Tracking

Full investor lifecycle — commitments, capital calls, distributions, and performance attribution.

Learn more

Loan Origination & Servicing

Structured terms, amortization schedules, collateral tracking, and complete loan event history.

Learn more

Rollover Management

Automated rollover workflows with configurable terms and investor notifications.

Learn more

Collections & Reconciliation

Automated reconciliation against loan schedules with early delinquency flagging.

Learn more

Credit Profiles

Comprehensive borrower profiles with risk scoring and relationship context.

Learn more

Cash Flow Forecasting

Project capital flows, maturity schedules, and liquidity needs.

Learn more

Profit Distribution

Automate investor distributions with clear attribution rules.

Learn more

Portfolio Analytics

Yield tracking, concentration analysis, and trend dashboards.

Learn more

Reporting Engine

Investor statements and regulatory summaries on demand — PDF and CSV export.

Learn more

Client Portal

Branded borrower portal for balances, payments, and documents.

Learn more

Investor Portal

24/7 investor access to capital accounts and performance data.

Learn more

Alerts & Notifications

Configurable alerts for maturities, delinquencies, and capital thresholds.

Learn more

Document Management

Attach loan documents and compliance records in full context.

Learn more

Role-Based Access

Granular permissions for operators, analysts, investors, and clients.

Learn more

Workflow Automation

Automate repetitive tasks with configurable approval chains.

Learn more

Multi-Entity Support

Manage multiple funds or entities from one platform.

Learn more

Audit Logs

Complete activity history for compliance and operational review.

Learn more
See It in the Platform

Screenshots from CapGrowth OS

Authentic captures — not illustrations or mockups.

Compare

CapGrowth OS vs. Spreadsheets

See how institutional operations compare to manual processes.

CapabilitySpreadsheetsCapGrowth OS
Real-time capital visibilityManual updates✓ Live dashboard
Investor reportingHours of manual work✓ One-click generation
Loan lifecycle trackingFragmented files✓ Unified records
Client & investor portalsNot available✓ Built-in
Collections reconciliationError-prone✓ Automated
Audit trailLimited✓ Complete history

See CapGrowth OS in Action

Schedule a personalized walkthrough of the live platform — capital, loans, investors, and reporting in one session.