Real private credit operations, solved
Every engagement below is a real Oak Branch Advisors mandate, anonymized to protect client confidentiality. Together they show how we model, monitor, and report on complex credit across the full private credit spectrum, powered by our PCS/1 platform.
Find the case study closest to your situation
Filter by focus area, then open the engagement that mirrors your own operational challenge.
Warehouse Lending & ABL Administration
Daily collateral monitoring and borrowing base testing that moved a growing set of warehouse credit facilities off spreadsheets and onto PCS/1.
Read case study Litigation FinanceLitigation Finance Administration
Case-level modeling, reconciliation, and reporting for a fast-growing program backed by thousands of individual legal cases.
Read case study Direct LendingInsurance Company Direct Lending
Acting as agent for a top global insurer's direct lending program, coordinating payments across a dozen-plus lenders per loan.
Read case study Structured FinanceMerchant Cash Advance Securitization
Modeling an asset-based facility's move into a variable funding note securitization, with trustee-style monthly reporting.
Read case study AnalyticsNon-Performing Loan Analytics
Cohort-based composition and performance analysis that revealed what actually drove an acquired pool of non-performing residential mortgages.
Read case study PartnershipsFund Administrator Partnership
Providing the private credit administration and agency services a fund administrator could offer clients without building it in-house.
Read case study Asset-Based LendingEquipment Finance & Small Business Products
Consolidating 50-plus forecasting spreadsheet tabs into a single integrated model connected to source-of-truth data.
Read case studyEvery engagement runs on PCS/1
Off-the-shelf software was never built for bespoke private credit. PCS/1, our proprietary platform, is what lets us model complex collateral, apply deal-specific rules, and turn fragmented data into reporting our clients can act on, at scale.
A clear path from first deal to full partnership
The same disciplined onboarding sits behind every engagement on this page.
Discovery
We assess your operational environment, workflows, and objectives.
Solution Design
We develop a tailored service model aligned with your needs.
Onboarding
We onboard portfolios, establish processes, and integrate reporting workflows.
Ongoing Support
Continuous operational oversight, reporting, and expertise as you evolve.
Your operations shouldn't limit your growth
Bring the same modeling, monitoring, and reporting rigor to your own portfolio. Let's talk about where your operations are today and where you want them to be.
