Private capital · operations platform

The operations platform
for private capital teams.

Purpose-built for private lenders, syndicators, investment firms, and PM auditors.

Actual platform interface

Kyros operations dashboard showing loan overview and workspace metrics
Live Portfolio Balance
4 verticals
Private lenders, syndicators, investment firms, PM auditors
Investor portal
Investors get their own secure login
QuickBooks sync
Bank reconciliation without spreadsheets
AI Assistant
Ask questions about your portfolio in plain English

Who it's for

Built for the teams running private capital

Each vertical has its own workflows, terminology, and pain points. Kyros is structured around all of them.

Private Lenders

Loan tracking scattered across spreadsheets and email

  • Loans & participations
  • Draw schedules
  • Bank reconciliation
  • Document requests

Syndicators

Investor reporting is manual and slow

  • Investor portal
  • Distributions
  • Document requests
  • Audit trail

Investment Firms

No consolidated view across portfolio companies

  • Company portfolios
  • Structured reports
  • AI assistant
  • Role-based access

PM Auditors

Findings and compliance tracked in separate tools

  • Properties & findings
  • Audit reporting
  • Workflow tracking
  • Document storage

Platform capabilities

Everything your team needs in one place

From investor portals to bank reconciliation, Kyros replaces the disconnected tools your team has been stitching together.

Investor Portal

Investors log in to see their positions, documents, and distributions. No more PDF emails or manual reporting cycles.

QuickBooks Reconciliation

Match bank transactions directly in the platform. Bank rec without the spreadsheet — connected to your QuickBooks account.

AI Assistant

Ask questions about your portfolio data in plain English. Get instant answers without building reports or writing formulas.

Distributions

Calculate and record investor distributions with a full audit trail. Route payments to bank accounts directly from the platform.

Document Requests

Request, collect, and organize documents from investors and borrowers. Automatic upload notifications keep everyone on track.

Inside the workspace

Built around how your team actually works

One platform covers internal operations, structured reporting, and controlled stakeholder access.

Kyros operations dashboard with portfolio KPI overview
Live Portfolio Balance

Implementation path

How it works

Kyros is built to be operational fast. No months-long implementations — just a workspace your team can actually use.

01

Set up your workspace

Create your Kyros environment, configure user roles, and import your initial records. Most teams are operational the same day.

02

Organize your data

Bring in loan records, contacts, and documents. Kyros structures everything so your team can search, filter, and act on it.

03

Run reports

Build portfolio reports from live workspace data. Schedule them, export to PDF, or share a direct link.

04

Provide structured access

Create portal views for stakeholders with exactly the data they need — controlled, clean, and read-only.

Customer results

Teams that made the switch

Funds managed
Investors served
Reports generated
Kyros gave us one place to manage our loan portfolio and keep investors updated. We stopped sending spreadsheets and our investors actually feel more informed now.
Operations Lead
Private lending firm

See how Kyros works in practice

Watch a quick walkthrough of the platform, or talk to us directly about your team's specific setup.

Ready to get started?

See it in action or talk to our team

Watch a 3-minute walkthrough on your own, or schedule time with us to go through your specific workflow.