How Investors Use Sylvan

Real sponsor behavior,
actionable intelligence.

Sylvan provides institutional investors with verified sponsor operating records so allocation decisions can be made on evidence, not pitch decks.

Verify Before You Commit

When evaluating a new or expanding sponsor, investors use Sylvan to review the sponsor's operating record across prior obligations.

You see:

  • ↳How reliably the sponsor meets payments, and from what source
  • ↳How reserves and liquidity are managed under pressure
  • ↳How forecasts compare to actual performance
  • ↳How quickly and transparently issues are disclosed

This evidence informs whether a sponsor demonstrates the operational discipline required for long-term capital, before that capital is ever deployed.

Sponsor Operating Summary

PRE-ALLOCATION REVIEW
Payment History
98% On-Time
Payment Source
92% Cash Flow
Forecast Accuracy
-4% Avg Variance
Disclosure Speed
<24h Avg
Obligations Tracked12 Dealsover 4 years

IC-Ready Materials

FIDUCIARY DOCUMENTATION
Sponsor operating summaries
STANDARDIZED
Historical performance tables
STANDARDIZED
Deal-level behavior context
STANDARDIZED
Disclosure and monitoring timelines
STANDARDIZED

Standardize Your Investment Review

Sylvan produces investment-committee-ready materials suitable for fiduciary documentation.

You use:

  • ↳Sponsor operating summaries
  • ↳Historical performance tables
  • ↳Deal-level behavior context
  • ↳Disclosure and monitoring timelines

These artifacts plug directly into IC materials and diligence files, allowing committees to evaluate sponsor risk using standardized, comparable evidence rather than subjective assessments.

Monitor Your Portfolio in Real-Time

Sylvan is also used after initial allocations to support ongoing sponsor oversight.

You rely on Sylvan data to:

  • ↳Monitor execution and reporting discipline
  • ↳Identify early warning signals before capital impairment
  • ↳Support watchlist and escalation decisions
  • ↳Conduct annual sponsor reviews and re-underwriting

Because all behavior is captured consistently and timestamped, changes in sponsor performance are visible early, not discovered retroactively.

Portfolio Monitoring Dashboard

LIVE STATUS
Sponsor Alpha Holdings3 Active Deals
COMPLIANT
Sponsor Beta Capital2 Active Deals
WATCHLIST
Sponsor Gamma Partners4 Active Deals
COMPLIANT

Fiduciary Audit Trail

Auditable Record
Documented sponsor monitoring
Consistent oversight standards across sponsors
Clear audit trails of disclosures and performance events
Evidence-based decision processes

Automate Your Fiduciary Oversight

Sylvan produces durable, auditable records suitable for fiduciary documentation.

You use Sylvan to demonstrate:

  • ↳Documented sponsor monitoring
  • ↳Consistent oversight standards across sponsors
  • ↳Clear audit trails of disclosures and performance events
  • ↳Evidence-based decision processes