Request a working session

See Ellis on your
operating stack.

Bring us your hardest reconciliation, reporting or portfolio-monitoring workflow. We’ll show how Ellis connects your systems, creates one trusted book and puts purpose-built agents to work.

What you will see

  • 01
    Your systems, connected.One governed view across the tools and data you already use.
  • 02
    Your numbers, reconciled.Every answer traced back to source.
  • 03
    Your highest-friction workflows, mapped to agents.See where Ellis can remove recurring work while your team retains control.

Trusted across

Private credit funds and direct lenders managing $100M to $1B in AUM across North America and Europe.

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Notes from the field

Hear it from the CFOs and COOs running the book.

Treville / Measured outcome

3.4x

Faster month-end close and quarterly valuation cycles, with every figure in the IC and LP packs source-linked back to the loan tape, fund admin, and the GL.

01 / 03

“For years our investment committee was making decisions on portfolio data that was stitched together in spreadsheets. Ellis replaced that with reliable, real-time numbers tied straight back to the loan tape, the fund admin, and the GL. The book we run on today is the book we can actually stand behind.”

Ellis is in production at private credit funds managing a combined $24B in AUM across North America and Europe.