Private Credit
In Annise you can manage your private credit investments. Private credit refers to loans and debt financing provided by non-bank institutions to companies, typically outside of public markets. It is an alternative to traditional bank loans and public bond markets, often used by middle-market companies, startups, or large corporations seeking flexible funding. Usually private credit is issued by private equity firms, hedge funds, and asset managers, providing capital directly to businesses. Since these loans are often riskier, they typically offer higher interest rates than traditional bank loans or publicly traded bonds. Private credit is not as heavily regulated as bank lending, allowing for more flexibility with loan terms. Loans can be tailored to a borrower's needs, including senior, mezzanine, structured and distressed financing. Additionally, private credit investments are not easily tradable, meaning lenders must hold them until maturity or restructure if necessary.
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Corporate loans
Loans given directly to companies are usually secured against assets. Secured loans can further be categorized as senior, so that investors are the first to be paid. Mezzanine is a hybrid of debt and equity, with higher risk and potential for equity conversion. Distressed debt are investments made in struggling companies with restructuring potential. Venture debt is used within SAFEs (Simple Agreement for Future Equity) or startups that do not want to dilute equity. Corporate loans are also made to real estate and infrastructure projects.
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Personal loans
Hard money lending, either secured or unsecured can be a great investment and source of income. You’ll need to track investment, assign any collateral, understand loans to value metrics, and benchmark to make sure you’re getting proper returns.
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Frequently Asked Questions
What do I get in my free trial of Annise?
Click on the Try it Free button on the upper right of this page. You'll get a 30-day free trial to test our platform features and functionality. At the end of the trial, you can upgrade to a specific plan, stay on the platform with limited functionality and advertising, or delete your family office and leave us feedback.
Which Annise plan is right for me?
Annise pricing is usage based - the more features you use, the more you'll pay. Just syncing brokerage accounts is fee, when you start to add alternative assets, or set up trusts, you'll pay more.
What is wealth management software?
Annise defines wealth management software as a platform that incorporates asset performance with a general ledger, all permissioned to whomever you'd like to have access to whatever assets, accounts, trusts, etc.
How does Annise work?
At its core, Annise is a large database that starts with a base set of knowledge of all publically traded securies, pricing, and related meta data. After you sync your accounts, Annise matches your securities with the market securities to start to be able to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. They web is where you'll probably do morst of your work. The iOS app will be for quick analytics an insight, the iOS widge and watch will be for quick peek of performance. And Siri will be for a bit of interaction.
Does Annise charge for Support?
Annise does not charge for support during your subscription, nor does it charge for support during set-up. If you'd like to add historic data to properly calculate MOICs / iRRs or if you'd like us to reconcile our accounts, we charge an hourly fee which you can find under Pricing.
How do my Advisors work with Annise?
Advisors use Annise to empower their clients and build their businesses. Investors grant Advisors access to their Family Offices or to particular assets, accounts, or trusts. Or Advisors grant Investors access to the platform to start to build relationships with prospects and clients alike
Can Annise help me upload historic data?
Yes, when you sync your custodial accounts or add alternative assets and related price and capital call information, you'll probably want to add transactions that occurred prior to the earliest transaction with in your sync'd accounts. This will allo for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.