A fund manager investing across both long-only and alternative strategies was building a large new litigation finance program and needed operational infrastructure to model, monitor, and report on it as it scaled. Oak Branch Advisors provided that infrastructure on its PCS/1 platform, giving the manager the surveillance and reporting rigor a growing case portfolio requires.
The manager’s litigation finance program was still early in its life but growing quickly, with loans collateralized by thousands of individual pre-settlement and post-settlement legal cases. Each case carried its own terms, timeline, and risk profile, and the manager needed a way to model, monitor, and tightly surveil that risk across the full portfolio as it expanded, rather than building the infrastructure after the fact.
Oak Branch Advisors onboarded the manager’s facilities into PCS/1, reviewing documentation and extracting the key terms, borrower, collateral, and guaranty information needed to model each transaction. From there, our team provided ongoing services including monthly borrower and lender statements, reconciliations against bank account activity, and interest rate resets and payment-in-kind updates as needed.
Our team also performed independent review and reconciliation of the underlying case collateral to confirm ongoing compliance with deal terms, and worked directly with the manager’s investment and operations teams to build reporting packages tailored to their specific requirements.
The manager gained the infrastructure to surveil a fast-growing, case-heavy portfolio with confidence, supported by reporting that reaches internal teams, additional lenders,outside fund administrators, and investment partners as needed.
Individual pre-settlement and post-settlement case terms are extracted and modeled within PCS/1 at onboarding.
Monthly statements and bank reconciliations keep expected and actual cash flow sweeps aligned across the portfolio.
Dynamic dashboards are published via PCS/1, giving both transaction-level and portfolio-wide views to the manager and external stakeholders.
This approach fits fund managers building or scaling a litigation finance program, particularly where case volumes, the number of borrowers, and the nature of the collateral make manual tracking impractical.
Case-level modeling, reconciliation, and reporting for a fast-growing program backed by thousands of individual legal cases.
Reports and data feeds can be published to internal manager systems, outside fund administrators, and investment partners at the client’s request.
Yes. The infrastructure is built to model and monitor case-level detail across thousands of individual positions as the program grows.
