Solutions

Built for both sides of the relationship

Whether you run an ABL portfolio at a regional bank, manage a national ABL division, or run a private credit fund, CORA fits the workflow your team already has — without the spreadsheets, the email exchanges, or the analyst overhead.

Who CORA Is For

Different teams. Different facilities. Same unanswered question.

Every ABL or asset-backed lender struggles with the same question: what is the collateral worth today? CORA gives you the answer in real time, no matter how your facility is structured.

Banks & ABL Lenders

Asset-Based Lending Teams

For regional banks, money-center bank ABL divisions, and specialty finance shops monitoring AR, inventory, and M&E facilities.

Real-time collateral intelligence across your entire portfolio — from initial underwriting through ongoing monitoring. Replace the third-party appraisal cycle, the email-driven BBC exchange, and the analyst team scrubbing borrower data.

  • Portfolio-wide borrowing base dashboard with risk migration
  • Automated ineligible calculations and AR aging analysis
  • Continuous Inventory NOLV and M&E valuations
  • Field exam scheduling, IRL workflows, and site visit reports
  • Industry benchmarking across borrowers
  • One-click credit committee and credit review packages
Private Credit

Private Credit & Direct Lenders

For BDCs, private credit funds, and PE-backed direct lenders managing term loans, unitranche, and stretch facilities.

CORA scales to the complexity of covenant-heavy facilities — covenant monitoring, cash flow tracking, and collateral coverage in one place. Get the analyst-team-replacing efficiency banks have, with the workflow depth private credit demands.

  • Term loan covenant compliance with evidence trail
  • 13-week cash flow actuals vs. projections
  • Excess cash flow (ECF) calculations and reserve tracking
  • M&E valuation tracking with continuous OLV updates
  • Integrated IRL and information request workflows
  • Portfolio-wide risk, maturity, and concentration analysis
By Role

One platform. Every role on the deal team.

CORA gives each member of the deal team the view they need — without the data wrangling, the manual reporting, or the cross-team email chains.

CO

Credit Officer

"I need to know which borrowers are sliding before they show up on a watchlist."

  • Portfolio-wide risk migration and trend dashboards
  • Industry benchmarking against peer borrowers
  • Automated early-warning alerts on covenant slippage
  • One-click credit committee package generation
RM

Relationship Manager

"I'm chasing BBCs and managing a calendar full of borrower events I can't keep straight."

  • CRM-style borrower workspace with full activity log
  • Shared calendar for BBCs, exams, calls, and reviews
  • Secure dataroom — replaces email-driven document exchange
  • Borrower self-service submission and status visibility
FE

Field Examiner

"My IRL is a Word doc, my findings are a PDF, and reconciling them to the BBC takes two days."

  • Field exam scheduling with automated reminders
  • Structured IRL workflows tied to borrower data
  • Site visit report templates with audit trail
  • Findings auto-reconcile against last BBC
PA

Portfolio Operations

"My team spends 80% of its time cleaning data and 20% on actual analysis."

  • Automated BBC ingestion from any borrower file format
  • Variance and reconciliation tracking on every cycle
  • HILT guardrails flag anomalies before they hit reports
  • Audit-ready event log for regulators and examiners
By Workflow

The work you already do, without the drag.

We didn't reinvent ABL workflows — we automated the parts that waste your team's time. Here's what changes once CORA is live.

01

New Deal Underwriting

Before a facility is approved, model it in CORA. Size the borrowing base on real collateral, structure advance rates and sublimits, and stress-test eligibility, so credit committee sees the deal on real numbers instead of a back-of-envelope estimate.

  • Borrowing base modeled on actual AR, Inventory, and M&E data
  • Advance rate, sublimit, reserve, and concentration structuring
  • Eligibility rules defined once and carried into monitoring
  • Side-by-side deal scenarios for credit committee
  • Approved structure goes live with zero reconfiguration
02

New Borrower Onboarding

Stand up a new facility in days, not months. CORA's ingestion engine maps borrower data (APIs or raw files) directly to your eligibility rules, with HILT guardrails calibrated to the borrower's specifics.

  • Initial IRL generation and borrower kickoff
  • Data ingestion pipeline configured per borrower system
  • Eligibility rules mapped to your facility documents
  • Baseline AR, Inventory, and M&E valuations established
  • Dataroom and shared calendar provisioned
03

The Monthly BBC Cycle

The most common pain point in ABL — borrower submits, analyst scrubs, BBC reconciles, availability updates, lender reviews. CORA collapses all of it into a single automated cycle.

  • Borrower submits via dataroom (no email attachments)
  • Ingestion engine parses and normalizes automatically
  • Eligibility and ineligibles recalculated in real time
  • Variance flagged against the prior cycle
  • Updated availability published to deal team instantly
04

Field Exam Season

Quarterly or semi-annual field exams used to mean weeks of IRL prep, scheduling juggling, and post-exam reconciliation. CORA collapses the prep work and ties findings directly back to the BBC engine.

  • Exam calendar with automated reminders to borrower
  • IRL auto-generated from current portfolio state
  • Findings logged against the most recent BBC for diff
  • Site visit reports generated from structured templates
  • Audit trail preserved for regulators and credit committee
05

Quarterly Credit Review

Credit officers preparing for the quarterly committee don't want to chase down spreadsheets across the team. CORA assembles the package from live data — risk migration, covenant status, benchmarking, exposure.

  • One-click credit committee package per borrower
  • Portfolio-wide risk migration over the period
  • Covenant compliance status with evidence links
  • Industry benchmarking comparisons
  • Exposure, concentration, and maturity analytics
Implementation

From kickoff to live in weeks, not months.

We designed CORA's onboarding around minimal disruption to your team. Four phases, four to eight weeks, fully live.

Weeks 1–2

Discovery & Data Baseline

Map your facility structure, eligibility rules, and existing reporting. Configure ingestion connectors for each borrower's data sources.

Weeks 3–4

Configuration

Set up advance rates, concentration limits, HILT guardrails, covenant thresholds, and benchmarking peer groups. Test against historical BBCs.

Weeks 5–6

Borrower Rollout

Provision borrower portals and datarooms. Onboard each borrower with training on submission, scheduling, and self-service updates.

Weeks 7+

Go-Live & Ongoing

First BBC cycle runs live. Continuous valuations, real-time reporting, and ongoing optimization based on your team's feedback.

Why CORA

What makes CORA different.

Purpose-Built for ABL

Not a generic monitoring tool. Built from the ground up around ABL workflows — the data structures, eligibility rules, and reporting your team uses every day.

Continuous, Not Quarterly

Real-time valuations across AR, Inventory, and M&E — recalculated every BBC cycle. No more 12-month-old appraisals driving credit decisions.

Replaces Third-Party Appraisals

Integrated AR, Inventory, and M&E valuations at a fixed annual cost per borrower. No per-appraisal billing, no separate vendors per asset class.

Built for Legacy Borrowers

Most ABL borrowers run on legacy ERPs and custom reports. CORA's data ingestion engine handles whatever format they can send — no upgrades required.

Borrower-Lender Dataroom

Replaces the email and SFTP chaos of BBC exchange. Secure, versioned, audit-trailed — and built into the same platform that processes the data.

25% Cost Reduction

Automating data collection, reconciliation, valuation, and reporting reduces ongoing monitoring costs by 25% on average across active portfolios.

Find your fit

Tell us about your facility structure and team, and we'll show you exactly how CORA fits the workflow you already have.