Portfolio Management Software

The buyer requires a vendor to provide a centralized commercial off-the-shelf portfolio management software platform to support the agency's full investment lifecycle from closing through repayment. The requested scope includes standardizing investment operations, centralizing portfolio data, automating workflows, ingesting loan-level collateral data, calculating borrowing bases, and delivering configurable dashboards and reporting across various asset categories. Eligible applicants are restricted to onshore USA organizations, and the performance of the work will take place offsite. Interested offerors must submit all questions no later than October 23, 2026, and provide a proposal for the budget.