Private Credit is expanding rapidly, bringing greater operational complexity and the need for real-time visibility into deal activity. But the systems used to monitor Deal flow and execution often operate in silos, obscuring performance across the deal lifecycle. A leading Private Credit firm partnered with FinServ Consulting to solve this challenge by integrating Deal flow platforms with Power BI, creating a unified, real-time reporting view without disrupting existing workflows. This structure provided clear insights into deal flow, enabling better risk management and resource allocation.
Alternative asset managers depend on speed and precision to succeed. When funding complex transactions, coordinating across multiple departments, or reporting to investors, leadership must know exactly where each deal stands at any given moment. In an environment where timelines can change quickly, there is no room for uncertainty.
Yet most firms face a similar problem. They rely on a range of best-in-class technology platforms to manage operations, but those tools often operate in silos. Salesforce may be used for pipeline tracking, Asana for task management, and NetSuite for accounting. Each platform excels at its core function, but they rarely provide a unified view of performance across the entire deal lifecycle.
This was the reality for a leading Private Credit firm that engaged FinServ Consulting. The goal was simple but ambitious: create a clear, real-time view into the Deal Team’s work without disrupting the existing processes.
The Challenge: Too Much Work, Not Enough Visibility
This Private Credit firm manages more than $100 billion in assets under management. The scale of the operation meant the Deal Team was handling a large and complex flow of transactions at any given time.
The firm had previously enlisted FinServ to help implement Asana to serve as the operational hub for deal execution. When a deal reached the funded stage in Salesforce, an automated process created a new project in Asana. Each project was based on a template that contained all the steps required to move a transaction from funding to completion.
These templates varied by geography and deal type to account for unique requirements. A United States transaction followed a different set of tasks than one in Europe or Asia. Similarly, mezzanine transactions were handled differently from add-on investments.
While this ensured that every deal followed a structured process, it also created a reporting challenge. Each template had a different structure, which made it difficult to compare progress across deals or see at a glance how many projects were active.
Leadership needed answers to critical questions, such as:
- How many deal projects are active at any given time
- Which deal types are closing most frequently
- Which departments are consistently meeting deadlines, and which are falling behind
- Whether deals are being fully completed and properly closed in Asana
The firm’s leadership had no quick or reliable way to find these answers. Instead, they relied on manual reviews of Asana projects and anecdotal updates from team members. This approach consumed valuable time, introduced risk, and provided no real-time insight into execution performance.
The Solution: Connecting Asana to Power BI
FinServ recognized that the answer was not to change how the Deal Team worked. The team’s existing processes in Asana and Salesforce were effective. The problem was visibility.
The solution was to connect Salesforce and Asana to a reporting platform that could present data clearly, consistently, and in real time. Power BI was the perfect tool for the job.
FinServ worked with the firm to ensure that Asana projects were grouped logically into three primary categories: Active, Pending, and Add-On. This structure made it possible for Power BI to aggregate data while still allowing leadership to drill into specific stages of the deal lifecycle.
The integration retained the ability to filter by deal type and geography, so leadership could see both the overall pipeline and performance by category. All project and task data flowed into Power BI automatically. This included completion rates, overdue tasks, newly created projects, and overall usage trends. Because the data was refreshed continuously, leadership could rely on it to make timely and informed decisions.
The result was a set of dashboards that gave the leadership team a unified view of execution, from the overall volume of deals in motion to the performance of individual departments.
The Impact: A Clearer View from the Top
The shift from manual updates to automated dashboards was immediate and powerful. Weekly leadership meetings changed from reactive conversations to proactive decision-making sessions.
With Power BI, leaders could open a dashboard and instantly see the number of active, pending, and add-on deals. They could compare task creation and completion rates, identify departments that were falling behind, and flag deals that were stuck at a specific stage.
For example, if the post-closing set of tasks was not completed within the expected timeframe after a deal was funded, or if critical steps like opening new bank accounts were delayed, leadership could quickly identify these issues. They could then determine whether it was an isolated situation or a broader trend affecting multiple deals. This visibility allowed them to act early and ensure timelines stayed on track.
The dashboards also provided insight into historical trends. Leadership could measure changes in performance over time, track improvements in task completion rates, and see whether process changes were having the desired effect. This data-driven approach replaced anecdotal reporting with facts and gave leaders confidence that nothing was falling through the cracks.
Most importantly, the Deal Team did not need to change how they worked. Asana remained their central task management tool. Salesforce continued to handle the deal pipeline. The difference was that leadership now had a transparent, always-available view into every stage of deal execution.
Why It Matters: Reporting That Keeps Teams Accountable
Private Credit is one of the fastest-growing segments in the alternative investment space. With more deals in the pipeline and increased competition for high-quality opportunities, execution risk is greater than ever.
Operational complexity is also increasing. Cross-border transactions, multiple investment structures, and accelerated timelines all require greater coordination across teams. Without reliable reporting, delays and errors can remain hidden until they cause significant issues.
Firms that can track deal execution in real time gain a competitive advantage. They can identify risks early, allocate resources more effectively, enforce process consistency across all deal types and geographies, and demonstrate operational discipline to investors.
The ability to move quickly while maintaining control is what separates top-performing firms from the rest. FinServ’s work with this Private Credit client shows that connecting existing tools to a strong reporting solution like Power BI is a proven way to achieve this balance.
Reporting Will Only Grow in Importance, and We Are Here to Help
FinServ Consulting helps alternative investment firms transform their operational data into actionable insight. We specialize in connecting the tools you already use to the reporting platforms that will give you clarity, control, and confidence.
Our team understands the unique challenges that Private Credit firms face because we have worked with some of the largest and most sophisticated players in the industry. We know that no two firms operate in the same way, which is why we design solutions that reflect your actual workflows rather than imposing a one-size-fits-all approach.
For this Private Credit client, our work delivered measurable benefits. Leadership gained the ability to make faster and better decisions. The firm established greater accountability without adding manual work for the Deal Team. And the leadership team could finally see the full picture at a glance.
If your firm struggles with limited visibility into deal execution, FinServ can help. Your data already holds the answers. We can help you uncover them and put them to work for your business.
About FinServ Consulting
FinServ Consulting is an independent, experienced provider of business consulting, systems development, and integration services to alternative asset managers, global banks, and industry service providers. Founded in 2005, FinServ delivers customized world-class business and IT consulting services for the front, middle, and back-office. FinServ provides managers with optimal and first-class operating environments to support all investment styles and future asset growth. The FinServ team brings a wealth of experience working with the world’s largest and most complex asset management firms and global banks.
