Business Capital Management
Monitor operating capital in real time. Track reserves, deployment rates, and available liquidity.
Learn moreCapital management, loan servicing, investor relations, collections, analytics, and reporting — unified in one platform. Every capability below maps to a real screen in CapGrowth OS.
Monitor operating capital in real time. Track reserves, deployment rates, and available liquidity.
Learn moreFull investor lifecycle — commitments, capital calls, distributions, and performance attribution.
Learn moreStructured terms, amortization schedules, collateral tracking, and complete loan event history.
Learn moreAutomated rollover workflows with configurable terms and investor notifications.
Learn moreAutomated reconciliation against loan schedules with early delinquency flagging.
Learn moreComprehensive borrower profiles with risk scoring and relationship context.
Learn moreProject capital flows, maturity schedules, and liquidity needs.
Learn moreAutomate investor distributions with clear attribution rules.
Learn moreYield tracking, concentration analysis, and trend dashboards.
Learn moreInvestor statements and regulatory summaries on demand — PDF and CSV export.
Learn moreBranded borrower portal for balances, payments, and documents.
Learn more24/7 investor access to capital accounts and performance data.
Learn moreConfigurable alerts for maturities, delinquencies, and capital thresholds.
Learn moreAttach loan documents and compliance records in full context.
Learn moreGranular permissions for operators, analysts, investors, and clients.
Learn moreAutomate repetitive tasks with configurable approval chains.
Learn moreManage multiple funds or entities from one platform.
Learn moreComplete activity history for compliance and operational review.
Learn moreAuthentic captures — not illustrations or mockups.
CEO-level view of portfolio health, capital allocation, performance KPIs, and profit metrics across your lending operation.
View on tour →Real-time command center with executive capital overview, collection metrics, and interactive portfolio charts.
View on tour →Track business capital transactions, available liquidity, and deployment across your lending book.
View on tour →Manage investor profiles, deposits, capital assignments, and earnings from a unified investor registry.
View on tour →Full loan portfolio organized by month with search, filters, balances, and status at a glance.
View on tour →Generate and manage monthly rollovers with rollover balances tracked alongside manual loans.
View on tour →Monitor collections pipeline, overdue loans, payment status, and collection actions in one workspace.
View on tour →360° borrower view with loan history, payment behavior, and relationship context.
View on tour →Edit loan terms, track payments, uploads, and servicing history for individual loans.
View on tour →Portfolio health analytics with risk indicators, concentration metrics, and performance scoring.
View on tour →Project expected collections, maturities, and liquidity needs with forward-looking cash flow views.
View on tour →Calculate and distribute monthly profits between business and investor participants.
View on tour →Generate investor reports and export portfolio data to Excel and PDF formats.
View on tour →Complete audit trail of platform actions for compliance review and operational accountability.
View on tour →Borrower self-service portal for loan balances, payment status, and account information.
View on tour →Investor-facing portal with capital account summary, performance, and statement access.
View on tour →Platform administration for managing multiple lending companies, subscriptions, and usage.
View on tour →Configure company branding, operational defaults, and platform preferences.
View on tour →Centralized user and role management across companies — currently in development.
See how institutional operations compare to manual processes.
| Capability | Spreadsheets | CapGrowth OS |
|---|---|---|
| Real-time capital visibility | Manual updates | ✓ Live dashboard |
| Investor reporting | Hours of manual work | ✓ One-click generation |
| Loan lifecycle tracking | Fragmented files | ✓ Unified records |
| Client & investor portals | Not available | ✓ Built-in |
| Collections reconciliation | Error-prone | ✓ Automated |
| Audit trail | Limited | ✓ Complete history |