The Complete Deal Lifecycle Platform for Private Credit
From deal sourcing to portfolio monitoring, manage your entire private credit operation in one secure, audit-ready platform. 40% faster deployment, 100% covenant visibility, zero compliance breaches.
Watch Deal Management System in Action
See how private credit funds manage deals from sourcing to monitoring
Complete Deal Lifecycle. One Unified Platform.
From the first inbound lead to ongoing portfolio monitoring, every step is tracked, documented, and audit-ready.
Sourcing
Capture deals from multiple channels, screen against criteria, and build pipeline
Due Diligence
Execute DD checklists, collect documents, and perform comprehensive analysis
IC Approval
Present to Investment Committee, capture votes, and document conditions
Documentation
Execute legal documents, complete conditions precedent, and prepare for closing
Disbursement
Process disbursement, set up monitoring schedules, and activate covenants
Monitoring
Track covenants, financial performance, and manage portfolio risk
Why CarmaOne is India's Best Deal Management Platform
Purpose-built for private credit with IC workflows, covenant monitoring, and investor reporting that generic CRMs can't match.
Centralized Deal Flow
Track every opportunity from origination to closure in a unified dashboard with customizable pipelines and stages.
Automated Due Diligence
Streamline data collection and analysis with integrated checklists, task assignments, and collaborative workspaces.
IC Workflows
Digital voting, approval tracking, and automated minute generation for rigorous governance and audit trails.
Portfolio Monitoring
Real-time tracking of covenant compliance, financial performance, and key risk metrics with automated alerts.
Secure Document Management
Centralized repository with role-based access control for sensitive deal documents and legal agreements.
Comprehensive Reporting
Generate professional investor reports and deep portfolio analytics with a single click.
Proven Results for Private Credit Funds
See how leading funds have transformed their operations
Growth Capital Fund scales to $500M AUM
A leading venture debt fund used our system to centralize deal flow. By automating due diligence checklists and IC approvals, they deployed capital 40% faster while maintaining zero compliance breaches.
Private Credit Firm automates Covenant Monitoring
Managing 50+ diversified loans was manual and error-prone. With our automated covenant tracking, the firm identified stress signals early and restructured loans proactively, preventing potential defaults.
Transform Your Deal Operations
Replace spreadsheets and scattered documents with intelligent deal management
- ×Deals tracked in spreadsheets and emails
- ×DD documents scattered across folders
- ×IC approvals via email chains
- ×Covenant monitoring is manual and reactive
- ×No single source of truth for deals
- ×Audit preparation takes weeks
- Unified pipeline with real-time visibility
- Centralized document repository
- Digital IC voting with audit trails
- Automated covenant alerts and tracking
- Single source of truth for all deals
- Audit-ready at any time
Trusted by Private Credit Funds Across India
From venture debt to structured credit, funds rely on CarmaOne
How to Choose the Best Deal Management System
Complete checklist to evaluate deal management platforms for your fund.
Pipeline Management
- Multi-channel deal capture
- Customizable pipeline stages
- Screening criteria filters
- Team assignment and tracking
Due Diligence
- Customizable DD checklists
- Task assignment and deadlines
- Document collection workflows
- Third-party integration support
IC Workflows
- Digital voting capabilities
- Conditional approval handling
- Automated minute generation
- Complete audit trail
Documentation
- Secure document repository
- Version control and history
- Role-based access control
- CP/CS tracking
Portfolio Monitoring
- Covenant compliance tracking
- Financial performance monitoring
- Automated breach alerts
- Risk indicator dashboards
Reporting & Analytics
- Professional LP reports
- Pipeline analytics
- Portfolio performance metrics
- Custom report builder
✓ CarmaOne meets all 6 criteria - making it the most comprehensive deal management platform
Deal Management Challenges We Solve
Purpose-built to address the specific pain points private credit funds face
❌ Deal pipeline scattered across spreadsheets and emails
✓ Centralized pipeline with real-time visibility for all team members
❌ DD documents lost in folder structures and email chains
✓ Secure, organized repository with version control and search
❌ IC approvals happen over email without proper records
✓ Digital voting with audit trails and automated minutes
❌ Covenant monitoring is manual and reactive
✓ Automated tracking with instant breach alerts
❌ No single source of truth for deal information
✓ Unified platform with complete deal history and context
❌ Investor reports take days to prepare manually
✓ Professional reports generated with one click
❌ Audit preparation is painful and time-consuming
✓ Always audit-ready with complete documentation
❌ Team collaboration is fragmented and inefficient
✓ Role-based access with tasks, comments, and notifications
Deal Management for Every Private Credit Strategy
Customized workflows for your specific investment focus
Venture Debt
- ✓Startup deal sourcing
- ✓Revenue-based underwriting
- ✓Milestone tracking
- ✓Warrant management
- ✓Portfolio company monitoring
Direct Lending
- ✓Mid-market deal origination
- ✓Credit assessment workflows
- ✓Syndication management
- ✓Covenant monitoring
- ✓Restructuring tracking
Structured Credit
- ✓Complex deal structuring
- ✓Tranche management
- ✓Waterfall tracking
- ✓Collateral monitoring
- ✓Performance analytics
Mezzanine Finance
- ✓Subordinated debt deals
- ✓Equity kicker tracking
- ✓PIK interest management
- ✓Exit scenario modeling
- ✓Sponsor relationship management
Real Estate Credit
- ✓Construction finance deals
- ✓Project milestone tracking
- ✓Collateral monitoring
- ✓Draw request management
- ✓Property performance tracking
Distressed Credit
- ✓Distressed deal sourcing
- ✓Restructuring workflows
- ✓Recovery tracking
- ✓Legal process management
- ✓Workout monitoring
Need deal management customized for your specific strategy?
Get Started in Weeks, Not Months
Fast implementation with dedicated support at every step.
Discovery & Setup
We understand your investment strategy, deal flow, and workflows. Configure pipeline stages, user roles, and basic settings.
⏱️ 1-2 weeksCustomization
Set up DD checklists, covenant templates, IC workflows, and reporting formats specific to your fund's requirements.
⏱️ 2-3 weeksMigration & Launch
Import existing deals and documents, train your team, and go live with full support. Continuous optimization as you scale.
⏱️ 1-2 weeksReady to Transform Your Deal Operations?
Join leading private credit funds already using CarmaOne
What is a Deal Management System for Private Credit?
A Deal Management System for private credit is a specialized platform that helps alternative lenders, private credit funds, and institutional investors manage their entire deal lifecycle. Unlike generic CRM systems, these platforms are designed specifically for the unique workflows of private credit - including complex due diligence processes, Investment Committee approvals, covenant monitoring, and investor reporting requirements.
CarmaOne's Deal Management System is purpose-built for Indian private credit operations. It combines deal pipeline management with robust portfolio monitoring, enabling funds to track opportunities from initial sourcing through disbursement and ongoing management. The system ensures complete audit readiness with every action logged, every document versioned, and every decision recorded.
Key Components of Deal Management for Private Credit
- Pipeline Management: Track deals through customizable stages from sourcing to closing
- Due Diligence: Execute comprehensive DD with checklists, task assignments, and document collection
- IC Workflows: Digital voting, conditional approvals, and automated documentation
- Document Management: Secure repository with version control and role-based access
- Portfolio Monitoring: Covenant tracking, performance monitoring, and risk alerts
- Reporting: Professional investor reports and portfolio analytics
Who Needs a Deal Management System?
Any organization involved in private credit or alternative lending can benefit: (1) Private credit funds - venture debt, direct lending, mezzanine; (2) Family offices with credit portfolios; (3) NBFCs with structured credit programs; (4) Institutional investors in private debt; (5) Credit-focused asset managers; (6) Alternative investment platforms. The common need is professional-grade deal management with the governance and audit capabilities that LPs and regulators expect.
With increasing institutional allocation to private credit in India and growing regulatory scrutiny, having a robust deal management system is essential. CarmaOne provides the comprehensive platform that modern private credit operations need to scale efficiently while maintaining the highest standards of governance.
Integrate with CarmaOne's Complete Lending Suite
Deal Management System works seamlessly with CarmaOne's other solutions: Enhance your credit decisions with Credits Insights for comprehensive borrower analysis, integrate with our Loan Origination System (LOS) for automated underwriting workflows, or connect with our Supply Chain Finance LMS for invoice financing operations.
Frequently Asked Questions
Everything you need to know about CarmaOne Deal Management System
Ready to Transform Your Deal Operations?
Join leading private credit funds using CarmaOne. Book a demo and see how modern deal management works.