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A Proceptio product · Production at Cygnum Capital

CapitalBridge: fund compliance for development finance

CapitalBridge is a fund compliance and portfolio management platform built by Proceptio. It is purpose-built for development finance institutions (DFIs) and emerging-market private debt funds that manage 30 to 300+ borrowers across frontier markets. It replaces spreadsheet-based compliance tracking with automated scheduling, covenant monitoring, and a borrower self-service portal. Live in 2 to 4 weeks.

7
Funds in production
191+
Borrowers under management
25+
Countries with active borrowers
27
Reporting types out of the box

The problem CapitalBridge solves

Every DFI and emerging-market private debt fund we have worked with faces the same operational reality. Compliance lives in Excel. Submissions arrive via email as PDFs. Covenants are tracked manually, often in separate spreadsheets per fund or per analyst. Missed deadlines, late covenant breaches, and audit findings are routine. Scaling from 30 borrowers to 100 borrowers means hiring more analysts, not shipping more capital.

The commercial alternatives are not a fit either. eFront, Allvue, Investran, and IHS Markit start at $100,000 to $1,000,000+ per year, take 6 to 18 months to implement, and are built for hedge-fund or private-equity workflows that do not match the 27+ DFI-specific reporting requirements, the multi-currency frontier-market data, or the bilateral-loan covenant patterns of a DFI portfolio. Most DFIs that have shopped this market end up building custom internal tools instead, which signals the commercial gap.

CapitalBridge sits in that gap. Purpose-built for DFI workflows. Priced from $750 to $2,500 per month. Live in 2 to 4 weeks.

What CapitalBridge delivers

27 DFI reporting types out of the box
Audited financials (AFS, AMA, QMA, QFS), covenant certificates (CC, FCC, DSRA), ESG/impact (SEMR, SEIR, ESAP), portfolio quality (PAR30, PAR90), planning (FM, BUDGET), insurance (INS), and DFI-specific types (AATIF, NDER, IMR, ESLR).
Cascading assignment engine
Fund > Sector > SubSector > Borrower scope hierarchy, with most-specific-wins resolution and an explicit exclusion pattern. Auto-applies to new borrowers as you add them to a fund.
Covenant monitoring with early warning
Threshold, operator, and headroom configuration per covenant. Three visual states (Compliant, AtRisk, NonCompliant) on the borrower dashboard. Fund managers can filter the portfolio by covenant status.
Borrower self-service portal
Borrowers see their own compliance score, upload documents, and submit structured financial data. They stop emailing PDFs. Compliance managers stop chasing submissions.
7-tier escalation reminders
Automated reminders at -7d, due, +1d, +3d, +7d, +14d, and +30d. Compliance officers stop hand-chasing submissions.
Multi-currency native
Daily FX sync via DLM API for spot and forward rates, including frontier-market currencies that Bloomberg and Refinitiv often lack. Backfill job re-converts historical metric values when needed.
ERP data integration (our edge)
Pull borrower financial data directly from NetSuite, QuickBooks, or Xero. Automated Excel ingestion for borrowers on any other stack. Removes the biggest adoption objection ("our borrowers will not use another portal"), because borrowers barely need to touch it.
Live in 2 to 4 weeks
Configuration, not custom development. Pre-built templates for the 27 reporting types, pre-built FX sync, pre-built covenant calculations. 2 weeks for a single-fund setup, 4 weeks for a multi-fund DFI.

Production at Cygnum Capital

CapitalBridge's founding customer is Cygnum Capital, an Africa-focused investment manager. The platform runs compliance for 7 Cygnum-managed funds (AATIF, ALCBF, OGF, FAY, AGG, FEI, LCBF), covering 191+ borrowers across 25+ countries and multiple borrower types (FI and DIC).

Five automated background jobs run daily against the Cygnum environment: submission creation with a 90-day look-ahead, the 7-tier escalation reminder engine, form-submission draft generation from templates, currency rate sync from the DLM API, and a backfill job that re-converts historical metric values when FX rates change. Both fund-manager and borrower-facing dashboards are in daily production use.

Reported outcomes include compliance admin time reduced from 120+ hours per quarter to under 5, missed submission deadlines reduced from 15% to approximately zero, and data freshness moved from a 2-3 day email-and-attachment lag to real-time covenant monitoring.

Read the full Cygnum Capital case study

Pricing

Department-level pricing that does not require board approval. Annual commitment: 2 months free.

Starter

$750
per month
Up to 30 borrowers
Small impact funds and emerging managers.

Professional

$1,500
per month
Up to 100 borrowers
Mid-size private debt funds and impact investors.

Enterprise

$2,500+
per month
100+ borrowers
DFIs, bilateral lenders, multi-fund managers.

Frequently asked questions

How is CapitalBridge different from eFront or Allvue?

CapitalBridge is 10 to 50 times cheaper ($750 to $2,500/month vs $100,000 to $1,000,000+/year). 2 to 4 week implementation instead of 6 to 18 months. Purpose-built for development finance compliance, not retrofitted hedge-fund software. Borrower self-service portal out of the box, which eFront and Allvue do not provide.

How is it different from Dynamo or Cobalt GP?

Dynamo and Cobalt are cloud-native and affordable but shallow on loan-level compliance. CapitalBridge has a deeper compliance workflow (27 requirement types, cascading assignments), covenant monitoring with headroom and early warning, and multi-currency frontier-market support.

Can borrowers submit data from their own ERP?

Yes. The same team builds NetSuite Sync, so we can pull financial data directly from borrower NetSuite, QuickBooks, or Xero instances and auto-populate compliance forms. For borrowers on other systems, we automate Excel or CSV ingestion. No competitor fund-compliance platform offers this.

Does CapitalBridge support multi-currency?

Yes, natively. Daily FX sync via DLM API for spot and forward rates. Frontier-market currencies that Bloomberg or Refinitiv often miss. A backfill job re-converts historical metric values when rates change.

Who builds and supports CapitalBridge?

CapitalBridge is built and operated by Proceptio. Tech stack is ASP.NET Core, Entity Framework Core, SQL Server, Azure Blob Storage for documents, and Hangfire for background jobs. The product site is capitalbridge.app.

See CapitalBridge

15-minute demo. We will walk through the Cygnum production environment, show the covenant dashboard, and give you a sense of whether CapitalBridge fits your fund.