Interactive demo
01 · Admin portal
Ops runs the fund here
The internal console: investor directory, borrower book, loan pipeline, document generator, and journal entries that post straight to accounting.
AdminAccountingAudit trail
A private-lending stack,
live in your browser.
One workspace replaces a spreadsheet-plus-Documint-plus-email stack. Three role-scoped views share the same backend: admin, investor, and borrower. Click any of them below and poke around. Every view is an interactive demo on fictitious sample data, no account or login required.
Spotlight · Admin portal
The system the ops team runs the fund with.
A redacted clone of the admin side, using the same code as production with sample investors, borrowers, and loans in place of real data. Investor directory, borrower book, loan pipeline, and cap-table snapshot in one view, with journal entries and payment runs posting straight to accounting.
- Investor directory, borrower book, loan pipeline, and cap-table snapshot
- Journal entries and payment runs posted to accounting with a full audit trail
- Document generator for closings, payment ledgers, investor statements, and tax summaries
- Paired investor and borrower portals on the same backend with role-scoped access
Interactive demo
Three role-scoped portals
One backend. Three role views. Click any of them.
Each tile is an interactive demo running on fictitious sample data. Tap to go fullscreen and drive it like a real user. No account or login required.
Interactive demo
02 · Investor portal
LPs self-serve here
A sample of the LP view: positions, distributions, projections, and statements. All names and numbers are fictitious demo data, not a real account.
LP portalStatementsRole-scoped
Interactive demo
03 · Borrower portal
Borrowers manage draws here
Draw requests, payment schedules, document uploads, and loan-level status, all scoped to the borrower's own deals. Same backend, different lens.
BorrowerDrawsDocuments
Challenge
Manual ops were slowing the business down.
Conduit Capital needed a secure investor portal with role-based access, automated workflows, and real-time reporting. Spreadsheets, Documint, and email threads were eating the team's week and making every close a fire drill.
Solution
A custom portal built around actual operations.
Merkra built the platform from scratch, aligned to Conduit's internal process, investor expectations, and security posture. Three role-scoped front-ends share one ledger.
- Role-based access: admin, staff, investor, and borrower views, each showing the right data and actions.
- Automated documents: closing docs, payment ledgers, statements, and tax summaries generated in-portal.
- Real-time dashboards: portfolio performance visible live, not on a weekly status email.
- Secure self-service: investors and borrowers pull their own info without staff middleware.
- Workflow integration: journal entries and payment runs feed accounting with a full audit trail.
Results
Less admin. More investing.
The Conduit team stopped hand-assembling investor statements and stopped chasing borrower paperwork through email. The same humans now run a larger book without adding headcount.
- Streamlined investor communications in one portal, with no PDF-over-email round trips
- Automated document workflows: closings and statements generate on demand
- Real-time portfolio visibility for both staff and LPs
- Role-based security model with a full audit trail
Want something similar?
Bring us the thing you're running out of spreadsheets.
Fixed-price proposals on the first call. Working demo in week one. Full code ownership at delivery.