
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