Our solutions are tailored to each client's strategic business drivers, technologies, corporate structure, and culture
BUILT FOR LENDERS WHO THINK LIKE INVESTORS
No matter your strategy — direct lending, unitranche, mezzanine, real estate, distressed, asset‑based, venture, or specialty finance — our team helps you drive stronger outcomes through:
Cleaner closes: Fewer post-close adjustments and faster LP reporting
Sharper visibility: Standardized borrower KPIs and portfolio-wide trend insights
Defensible positions: Valuation and documentation that stand up to review
Operational resilience: Processes built to withstand market stress and audit review
What we help you solve
Underwriting rigor: Structured diligence, industry benchmarks, and scalable frameworks for covenants and risk grading
Portfolio monitoring that matters: Operationalized reporting, trend analytics, and early warning signals for timely action
Liquidity and leverage management: Stronger processes for capital calls, warehousing, and facility compliance, aligning internal controls with lender and trustee requirements
Valuation of illiquid positions: Defensible methodologies and documentation for hard-to-price assets
Borrower engagement and workouts: Playbooks for amendments, restructurings, and recoveries
Investor transparency: Streamlined close packages and consistent LP communications across funds and vintages, so performance narratives, risk metrics, and attribution are consistent
Services for Private Credit Funds
CohnReznick helps managers improve visibility, enhance controls, and navigate complexity with confidence.
Attest services are provided through CohnReznick LLP
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• Fund and management company audits
• Internal control assessments for credit operations
• Agreed-upon procedures on borrower data and covenant compliance
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• Fund/feeder structure planning and compliance
• Management company and carry tax optimization
• Cross-border considerations for global lending programs
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• Credit policy, underwriting, and monitoring frameworks
• Independent valuation support for loans, warrants, and structured instruments
• Workout and restructuring playbooks; recovery analytics
• Data architecture, reporting, and dashboard enablement
THE COHNREZNICK ADVANTAGE
Audit, tax, and advisory support
Our cross-functional teams understand fund operations end to end, from subscription documents and waterfalls to credit modeling and borrower monitoring.
Rightsized processes
Whether you’re launching Fund I or scaling a multistrategy platform, we design controls and reporting that grow with you – without slowing decision velocity.
Tech-forward approach
We help your team leverage data pipelines, workflow tools, and dashboards to reduce manual effort and elevate insight quality.
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