Integrations

38 entries

Portfolio and risk

Aladdin / eFront

Asset Passports, collateral, and portfolio review.

Bloomberg PORT

Portfolio changes and supporting source records.

MSCI Private i

Private-market portfolios and risk.

S&P iLEVEL

Saved packages, economics, and term sheets.

Fund operations

Allvue

Deal review, purchase terms, and conditions.

Dynamo

Fund operations.

Deals and investor relations

Intapp DealCloud

Buyer, program, and relationship records.

Juniper Square

Deals and investor relations.

Salesforce

Buyer and program relationship records.

Research and market data

S&P Capital IQ

Company and market research.

FactSet

Financial data and research.

PitchBook

Institution and fund research.

Preqin

Private-market research and data.

Documents and communications

Box

Supporting documents and evidence.

SharePoint

Deal documents and asset evidence.

Microsoft Teams

Saved results for investment discussions.

Slack

Research requests and saved results.

Email

Source-backed research and comparisons.

Internal data room

Document folders and source access.

Google Drive

Documents for asset and buyer review.

Financial records

Portfolio reporting

Portfolio reports and source dates.

Servicing reports

Servicing records and supporting evidence.

Accounting systems

Receivables from accounting files.

Bank data

Financial records and source identity.

NetSuite

Receivables and accounting records.

QuickBooks

Receivables for local review.

Sage Intacct

Accounting sources for obligations.

SAP

Enterprise receivables and supporting events.

MINT

MINT market

Buyers, programs, and research.

Buy Box

Terms used in asset comparisons.

MINT Research

Research findings and their sources.

MINT Supply

Assets and supporting records.

Cohorts

Asset groups within a source batch.

Prior outputs

Saved results, versions, and selections.

Files

Local files

Selected folders and CSV batches.

Microsoft Excel

Spreadsheet receivables and local batches.

Development

GitHub

Code and recorded source versions.

AI

OpenAI

AI assistance for desktop requests.

Trademarks

Vendor names and marks belong to their respective owners. Google Drive is a trademark of Google LLC. Microsoft, Microsoft Excel, SharePoint, and Microsoft Teams are trademarks of the Microsoft group of companies. SAP is a trademark or registered trademark of SAP SE or its affiliates in Germany and other countries. Slack is a trademark and service mark of Slack Technologies, LLC, registered in the U.S. and other countries.

Intuit and QuickBooks are trademarks of Intuit Inc., registered in the U.S. and other countries. This material has not been approved by Intuit.

Developer reference

OpenAPI Spec — download the machine-readable contract for MINT cohort-definition HTTP access, including the complete response schema.

Institutional workflows

eFront — asset review

Use the MINT Asset Passport to inspect a receivable and the evidence behind it. The record carries its identity, amount, evidence references, and current state so the team can return from the investment record to the exact source supporting each field.

Explore asset review

Aladdin / eFront — portfolio monitoring

Use the MINT Collateral Integrity Report to review a selected pool. Keep concentrations, reserves, conditions, and the source date together so the team can assess the same package without losing its scope.

Explore portfolio monitoring

Aladdin — compliance and risk review

Use the MINT Exception Report to focus on checks that need attention. Each exception identifies the affected records, the reason, and its supporting source so the team can review the issue and retain the outcome.

Explore exception review

Allvue / S&P iLEVEL — deal and program review

Use the MINT Forward Flow Term Sheet to bring a saved package into the deal discussion. The record carries the economics, conditions, discussion terms, and exact saved-result reference so the team can compare terms against the same assets.

Explore Allvue · Explore S&P iLEVEL

Bloomberg / Aladdin — ongoing monitoring

Use the MINT System update to see what changed since a specified prior state. Keep the affected assets or program conditions beside the old and new source references so the team can trace the change and decide what to review next.

Explore monitoring updates

Define the scope

Identify the system, account, and records needed for the task. Retain source IDs and dates. Keep reading data, preparing a result, and changing an external system as separate actions.

Keep the source

A copied file retains its original source date. Another source must not silently replace the active batch or the original buyer terms. Open a guide for the data requirements and related MINT workflow.

Integrations ​