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Case Study
IRIS platform centralizes credit data for global institutional client
Client type
Alternatives Managers & Private Markets
Client Challenges
A global institutional client managing $500bn+ relied on fragmented, manual spreadsheet systems across its global credit asset backed business. This created significant operational risk, poor end-to-end visibility, and excessive staff hours spent on reconciliation and reporting. The firm needed a scalable, centralized platform to replace legacy processes and support continued growth.
alpha approach
Alpha designed and implemented IRIS, a low-code intelligent reporting platform engineered to replace siloed spreadsheet systems entirely. The solution centralized all critical credit data, automated complex payment and interest schedule calculations, and embedded robust financial reconciliation logic including PIK recognition. A modular architecture ensured compatibility with enterprise systems such as Snowflake and Bloomberg. With 20+ funds already onboarded, IRIS now serves as a single source of truth that has transformed operational efficiency, data accuracy, and financial reporting confidence across the asset-backed business.
How we delivered lasting value
Turning insight into impact
Automated calculations eliminate manual processing risk
IRIS automatically handles complex payment and interest schedules, dramatically reducing manual effort and improving data accuracy across all credit operations.
Reconciled financial data builds reporting confidence
Sophisticated reconciliation logic including PIK recognition delivers comparative data views and fully reconciled financials, strengthening trust in reporting.
Modular architecture supports long-term scalability
Built for growth, IRIS supports new use cases, additional fund onboarding, and integration with core enterprise data platforms.
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