Sound Harbor / About Us

TracePoint Risk Management System

Sound Harbor's proprietary risk management system, TracePoint^TM, provides a systematic framework to the disciplined investment approach that has been the foundation of the Partners' individual investment success. This secure, web-hosted, desktop system provides our team with a scalable platform for due diligence, investment approval, portfolio company monitoring and risk management. It houses detailed investment information such as historical and projected financials, credit documents, and capital structure details. TracePoint provides an efficient, interactive system for investment identification, due diligence, monitoring, performance attribution and investor reporting. TracePoint is a Sound Harbor innovation developed with our market-leading technology partner, Black Mountain Systems.

TracePoint is a sophisticated system that:

Facilitates the development of actionable investment ideas based upon detailed valuation, credit and risk analysis;
Reinforces a bottom-up approach to risk assessment and creates a strong institutional analytical capability across a scalable platform; and
Allows Sound Harbor to monitor investment exposure, portfolio company performance and evaluate investment decisions in a dynamic environment.