BDC Portfolio Monitor
Track what obligations Business Development Companies disclose holding—borrowers, maturities, and positions. Get notified when portfolios change, with evidence from SEC filings.
What you get
This outcome tracks what obligations each BDC discloses holding—borrower names, instrument types, maturities, and positions—and notifies you when disclosures change. Every notification includes evidence from the issuer's SEC filings.
See what each BDC says it holds.
For each monitored BDC, we maintain a view of their disclosed portfolio: obligations, borrowers, instrument types, maturities, and position sizes—all as reported in SEC filings. This view updates automatically as new disclosures come in.
See the state model →Know when portfolios shift.
When new filings reveal portfolio changes—a new obligation, a maturity extension, or a position exit—you get a structured notification with timestamps and confidence indicators.
View notification types →Every notification links back to the source.
Each change notification includes an Evidence Pack: the SEC filing where we found it, extracted table rows and footnotes, and what the portfolio looked like before—so you can verify or revisit it anytime.
How it works
We track what BDCs disclose in their Schedules of Investments and footnotes, compare each new disclosure to the prior state, and notify you when something changes.
Data source
We pull from SEC EDGAR filings (10-K, 10-Q, Schedules of Investments, and footnotes) for your selected BDCs. Obligation information is extracted from tables and narrative sections.Tracking obligations
For each BDC, we maintain what obligations are disclosed—borrowers, instrument types, maturities, position sizes. When a new filing shows meaningful changes, we update the record and send you a notification.Try it with your BDCs
Start a 14-day evaluation with real data in five steps.Choose the deliverable
Identify what you want delivered—maturity changes, new obligations, portfolio exits, or refinancing activity for your BDC universe.Set the schedule or trigger
Determine when outcomes should be delivered: immediately on filing publication, on a periodic schedule, or both.Specify coverage
List the BDCs you want to monitor (by CIK or ticker, up to 10 for evaluation) and note any specific obligations or borrowers you care about.Pick a delivery channel
Choose email, Slack, or webhook for notifications. Each delivery includes a link to the Evidence Pack.Authorize the outcome
Provide your name, email and company, then authorize CMD+RVL to run the outcome during the 14-day evaluation period.Common questions
What do you mean by "disclosed obligations"?
Disclosed obligations are what a BDC says it holds in SEC filings—Schedules of Investments, footnotes, and related disclosures. We extract and structure this information, but we don't claim it represents complete legal loan identity.What transitions will I receive?
You'll receive portfolio changes such as NEW_OBLIGATION_ADDED, OBLIGATION_REMOVED, MATURITY_DATE_CHANGED, OBLIGATION_REFINANCED, and OBLIGATION_RECLASSIFIED (exact set depends on your configuration).What's included in the evidence pack?
Each transition includes source SEC filing links, accession numbers, extracted table rows, footnote excerpts, prior state reference, and known limitations—so the disclosure state can be reconstructed later.How fast are transitions delivered?
During the evaluation we target best-effort delivery and include latency metadata in every transition. Production plans add explicit SLA commitments.What happens after the evaluation?
We review coverage, latency, evidence completeness, and delivery reliability with you. If it's a fit, we propose a production monitoring plan.Can you track specific borrowers across BDCs?
Yes. If you're interested in a specific borrower's exposure across multiple BDCs, we can configure monitoring to highlight when that borrower appears or changes in any monitored portfolio.Why teams use this
BDC portfolios are disclosed in fragmented tables and footnotes. This outcome gives you a single, structured view of what BDCs say they hold—with lineage back to the source.