Scaling loan operations in Europe

The infrastructure imperative for private credit

Once a private credit fund exceeds £1 billion in AUM, there are more loan types, more moving parts and more ways for small errors to grow into bigger problems. Combined, these factors reveal whether your fund's systems and processes were built to handle operational complexity at scale.

Our comprehensive guide allows CFOs and COOs to:

  • Understand where things can start to go wrong in large-scale loan ops, from early mistakes to outdated fund accounts caused by a backlog of loan amendments.

  • Check your exposure to European regulations, including AIFMD II requirements for funds that originate loans, DORA rules on operational resilience, and FCA and CSSF expectations around manual processes.

  • Make the case for an integrated loan servicing system that keeps your credit agreements, fund accounts, and LP reports in sync.

Find out how Carta's purpose-built platform brings loan servicing and fund administration together in one place, so that records always reflect what's actually happening in your portfolio.

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