Get in Touch
Start with a borrower diagnostic.

You choose a cohort of borrowers — typically five to fifteen to start. We work from the information that already exists — credit papers, repayment schedules, covenant trackers, financial statements — and deliver the first control, watchlist, and oversight view. You assess the quality before deciding whether to continue.

What happens next
5–15
Borrowers in the diagnostic cohort
4
Steps from first call to first control view
0
Commitment required beyond the first review
12
Control dimensions tracked per borrower
A direct conversation about your book
We begin by understanding your credit portfolio — book size, facility types, current monitoring approach, and where the oversight and evidence gaps are most acute.
We work from what you already have
Credit papers, repayment schedules, covenant trackers, financial statements, and portfolio packs. No new data infrastructure required before we start the diagnostic.
Real analyst work on your actual borrowers
You see the quality of the first control and oversight view before making any decision to continue. No proposal stage, no lock-in, no commitment beyond the first review.
Johannesburg, South Africa — advisory@basispartners.co.za
What to expect
A direct conversation about what you need to see across your credit book.

We begin by understanding your fund — book size, facility types, current monitoring approach, and where the oversight gaps are most acute. We are direct about whether we can help and what the diagnostic would cover.

We work from the information you already have. You see analyst work on your actual borrowers before making any commitment to continue. No proposal stage, no lock-in.

Johannesburg, South Africa — advisory@basispartners.co.za
What we cover
The questions we will work through together.
01
Your book and the oversight challenge
How many borrowers you have, what facility types are in the book, what monitoring is currently in place, and where the most significant oversight gaps sit — the borrowers that are under-watched, approaching maturity, on informal watchlists, or diverging from their credit basis without a structured tracking process.
02
What the diagnostic would cover
Which borrowers, what information exists, what the first control and oversight view would include, and how it would be structured — so you know exactly what you will receive before we begin. The diagnostic produces real analyst work, not a proposal for future work.
03
Whether the service is the right fit
We will tell you directly whether the managed oversight model fits your book and team structure. If it does not — if your existing monitoring approach is already sufficient or if the scale is not right — we will say so. The diagnostic is how both parties assess the fit before committing to anything further.
04
The path from diagnostic to ongoing service
If the diagnostic output is useful, we discuss what an ongoing managed service would look like — frequency, scope, which service modules are most relevant, and how the team arrangement would work between our analysts and your credit team on a monthly cycle.
The service
The service works as an integrated function — or by module.

Most credit teams find that more than one element of the service is relevant — borrower monitoring, watchlist management, impairment evidence, and CC reporting are designed to work together as an integrated credit oversight function. But we also run them independently where a team already has part of the infrastructure in place and the primary gap is in a specific area.

Borrower Monitoring — monthly performance and control oversight Watchlist & Early Warning — structured watchlist and stage migration signals Impairment & Provisioning — IFRS 9 evidence built continuously CC & Investor Reporting — packs and LP reporting ahead of every deadline