Stop chasing deliverables. Start creating value.
Because the deal doesn’t stop at closing.
Repato is built for private credit and private equity teams. It tracks recurring reporting requirements and one-time post-close obligations, follows up with responsible contacts ahead of due dates, and records when items are confirmed as sent. What is due, outstanding, or confirmed no longer depends on one person’s inbox or memory.
Sample reporting calendar
- 5 Open
- 1 Overdue
- 1 Due next 7 days
| Borrower and deliverable | Due | Frequency |
|---|---|---|
| Company ACompliance certificate | Nov 8 · 3d overdue | Quarterly |
| Company ABorrowing base certificate | Nov 15 (due soon) | Monthly |
| Company AInsurance endorsement | Nov 30 | One-time |
| Company BDACA, 15 days after closing | Nov 22 | One-time |
| Company BMonthly financials | Complete | Monthly |
| Company CAnnual insurance certificate | Dec 15 | Annually |
A date turns amber within a week of the due date and red once it is overdue.
Post-close reporting loop
- Know what is due
- Request it
- Follow up
- Record receipt
How Repato handles post-close reporting
Define the reporting requirements.
Add each borrower’s recurring reporting requirements and one-time post-close obligations, along with the responsible contact and due date.
Repato handles the requests and follow-up.
Repato emails the responsible contact ahead of the due date and follows up as needed, with a link to a simple confirmation page.
Repato keeps the reporting calendar current.
When a contact confirms an item was sent, Repato records the confirmation and updates the reporting calendar. Your team can see what is upcoming, outstanding, overdue, or confirmed in one place.
Track the workflow, not the documents
Repato works alongside your existing document-delivery process. It tracks borrowers, reporting requirements, contacts, requests, follow-up, and confirmations without becoming another repository. Borrowers keep sending files the way they do today, and Repato does not store borrower documents.
A confirmation records that an item was reported as sent. Repato does not verify receipt, review contents, or test covenants.
No integrations, no IT project. Add the next deliverable on your calendar and Repato takes it from there.
Received an email from Repato?
A firm you work with asked Repato to send the reminder on its behalf.
Repato does not receive or store your documents. Continue sending files to the firm through your normal process. The confirmation page simply lets you confirm that the requested item was sent and optionally leave a note.
Repato will never ask you to upload a document, provide a password, or make a payment.
Questions about a specific request should go to the contact named in the email.
Built from firsthand experience
Repato was built from firsthand experience managing post-close obligations and recurring reporting across private equity and private credit. The product reflects how deal teams actually track what is due, follow up, and maintain visibility after closing.
Spend less time chasing reporting
Repato helps private credit and private equity teams manage post-close reporting without changing how documents are delivered. Request a demo to see how Repato can fit into your existing process.
Request a demo