Live Webinar

Unlocking Portfolio Visibility with OPM: From Siloed Pipeline Data to Strategic Decisions

DATE

May 28, 2025

TIME

12:00 PM ET

Webinar Overview

In private credit, success depends on your ability to access and act on accurate information — but siloed pipeline data often stands in the way.

Join us for a closer look at how Origination Pipeline Management (OPM) centralizes critical data, unlocks real-time pipeline visibility, and delivers powerful, fully customizable reporting — helping you close the right deals, faster and more efficiently, while maintaining compliance every step of the way.

In this webinar, you’ll learn how OPM helps you:

  • Zoom out for portfolio-wide visibility or drill into the details that matter most
  • Analyze trends over time to focus on the opportunities worth pursuing
  • Manage every deal seamlessly in a single, streamlined view
  • Stay compliant with built-in controls, customizable stage gates, and a trusted source of truth

See how OPM helps you move from disconnected data to strategic, data-driven decision-making.

Webinar Hosts

Bre Milanovich

Sr. Subject Matter Expert

Ed Rogers

Manager, Subject Matter Expert, Consumer

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DATE

May 28, 2025

TIME

12:00 PM ET