Skip to content
About
Consulting & AdvisoryDue DiligencePortfolio Oversight
TeamCareersInsightsContact Us

Managed Portfolio Services

Portfolio Oversight

Our flexible model enables institutions to expand operational capacity while maintaining accuracy, transparency, and disciplined credit risk management—without the need to add permanent headcount.

Overview

What this service delivers

A concise view of how we support secured lenders and strengthen risk oversight.

We support lenders on a temporary or permanent basis, providing full-time or fractional resources aligned with portfolio size and complexity. Our flexible model enables institutions to expand operational capacity while maintaining accuracy, transparency, and disciplined credit risk management—without the need to add permanent headcount.

  • Document management and borrowing base certificate (BBC) preparation for borrowers
  • Recurring BBC validation, variance root-cause analysis and remediation
  • Accounts receivable verifications and collection monitoring
  • Trend, KPI analysis, and exception flagging to highlight discrepancies, emerging risks, and compliance issues

Borrower alignment

To strengthen lender–borrower alignment, we also provide borrower training related to reporting and documentation requirements and borrowing base logic, improving compliance and reducing friction. Our collaborative approach integrates seamlessly with internal processes while enhancing transparency, credit discipline, and risk visibility.

Outcome focus

Every engagement is designed to strengthen credit risk decisions, improve collateral visibility, and reinforce monitoring controls across the secured lending lifecycle.

Who this is for
  • Lenders managing ABL or asset-reliant portfolios
  • Lender or Borrower teams experiencing capacity constraints or inconsistent reporting quality
  • Institutions seeking to improve borrower compliance and reduce operational friction
  • Credit platforms looking for flexible, fractional support without adding headcount
How we work
  1. 1
    Define Scope & Approach

    We identify key risk areas and operational gaps, then design a tailored scope aligned with the lender’s portfolio, borrower profiles, and credit framework. This becomes the foundation for all ongoing procedures.

  2. 2
    Assign Dedicated Team

    Each client is supported by dedicated personnel with relevant experience. Clients have the opportunity to vet team members in advance, ensuring alignment, continuity, and quality of execution.

  3. 3
    Integrate Technology & Onboard Borrowers

    We implement workflows through an integrated loan and collateral management platform, enabling seamless document exchange and communication. Borrowers are onboarded with clear reporting expectations and protocols.

  4. 4
    Monitor, Validate & Escalate

    We perform ongoing BBC validation and collateral monitoring in accordance with defined procedures, identifying variances, exceptions, and emerging risks with clear escalation paths.

  5. 5
    Report & Deliver Insights

    We provide consistent reporting and portfolio-level analytics, including trends, KPIs, and actionable insights to enhance transparency, strengthen credit discipline, and support decision-making.

Examples

Example engagements

Representative monitoring and portfolio support work.

Outsourced Collateral Analyst Function

National, startup asset-based lender reducing overhead and operational complexity by outsourcing traditional Collateral Analyst responsibilities; our team provides borrower-facing support for generating BBCs, validating borrower-calculated BBCs, and performing intra-week drawdown roll-forward validations.

Scalable Portfolio Support

Engagements range from project-based support to fully managed recurring services, tailored to each lender’s operational and reporting needs. With Core Vision, lenders gain a scalable, expert-led platform that grows with their business.

Q&A

Answering the questions asked first

A concise view of when to engage, what decisions we support, and how to get started.

When should we engage CoreVision?

  • When evaluating new transactions or complex credits requiring independent diligence
  • When internal teams are at capacity or need specialized expertise
  • When borrower reporting is inconsistent, delayed, or lacks transparency
  • When implementing new systems, processes, or collateral monitoring frameworks
  • When seeking to enhance credit discipline, visibility, and operational efficiency across a portfolio

What decisions will your work support?

  • Credit approval, structuring, and underwriting decisions
  • Collateral eligibility, advance rates, and reserve determination
  • Ongoing portfolio monitoring and risk management actions
  • Identification and remediation of reporting, operational, or control weaknesses
  • Strategic decisions related to process design, technology implementation, and resource allocation

What do you need from us to get started?

  • A high-level overview of the transaction or portfolio, including structure and key risk considerations
  • Access to relevant borrower reporting (e.g., borrowing base certificates, agings, financials)
  • Alignment on scope, timelines, and key objectives
  • Introduction to key internal stakeholders and, where applicable, borrower contacts
  • Any existing policies, procedures, or system context relevant to the engagement

Ready to scale your monitoring?

Whether you need to expand capacity, improve consistency, or fill a temporary gap, we can design a monitoring program that fits.

Request a Conversation
Due DiligenceAll Services