SW-120932 - USA (Washington, DC) - Portfolio Management Software - Deadline November 23,2026

(1) Vendor needs to provide portfolio management software.• Provide a centralized commercial off–the–shelf (COTS) portfolio management platform that, together with other components of its technology ecosystem, serves as the primary platform for onboarding, managing, monitoring, and analyzing each investment in agency portfolio from closing through repayment.• The platform must support the full investment lifecycle, standardize investment operations across strategies, improve data quality, and reduce manual processes through workflow automation and integration with broader technology environment.• Centralized management of investment, borrower, collateral, and portfolio information• Standardized operational workflows supporting investment administration and portfolio management• Automated data ingestion and integration with internal and external data sources• Document management with appropriate audit history and version control• Configurable dashboards and reporting supporting the investment, financial operations, impact, and finance teams, senior management, and other stakeholders• Data ingestion and analysis of large volume loan/lease–level collateral data • Borrowing base calculations and eligibility testing • Flexible data structures to support different asset types while maintaining standardized core fields• Ongoing tracking of commitments, deployments, balances/availability, reporting deadlines, and other relevant asset–level information• Capture and presentation of impact, risk, and other portfolio attributes over time• Ability to maintain underlying investment/project data and roll up relevant metrics to portfolio–level views• Standardized portfolio reporting and analytics across the other asset categories(2) All questions must be submitted no later than October 23, 2026.