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Demonstration · Illustrative data · BI Consulting Services
Portfolio Monitor · Lower-middle-market private credit

Stellus Capital Management × BI Consulting Services

A Power BI board built to the brief: only the metrics a private credit manager watches every quarter — nothing else. Leverage, EBITDA, covenants, ratings, and whether the quarterly package has arrived.
Prepared for Vince

Vince Gwon, CPA · Vice President, Finance & Operations
September 2026 · Houston · Charlotte · Washington, D.C.
Industry
As-of quarter
Signature view · the constellation

Every portfolio company as a star: leverage × EBITDA growth

1 Strong2 Performing3 Watch4 Underperformingsize = commitment
What this board answers

Three questions, three numbers

Trend · 24 quarters

Portfolio EBITDA and net leverage

Aggregate LTM EBITDAWtd. net leverage
Aggregate LTM EBITDA, $M (sum of companies in view)
Weighted net leverage, × EBITDA
Ranking · covenant headroom

Tightest 12 names by leverage-covenant headroom

1234rating · bar = headroom vs. max-leverage covenant
Reporting compliance · quarterly package

Who has sent their quarterly package

Ask the data · natural-language layer

Type a question, get a cited answer

›
Which names moved to rating 3 this quarter?Show fixed-charge coverage below 1.2×Who is late on Q2 financials?
Runs over the same Power BI model as the board — every answer cites the visual it came from, and the model can sit on a server inside Stellus's own network.
Demonstration · Illustrative data · BI Consulting Services
Also from BI Consulting Services

Private AI on your own server

The "ask the data" panel above is built to run on a GPU server inside your own network: an open-weight model over your own documents, with every answer citing the file it came from. No per-seat licence, works offline, and nothing leaves the building.

How it sits in your environment

YOUR NETWORK · NOTHING LEAVES THE BUILDING Your files policies · SOPs · contracts reports · ERP exports indexed locally GPU One server, in your building open-weight model · your data only in seconds Cited answers every reply links to the source file and page no cloud AI · no third-party processor
One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.

What that means in practice

  1. 1
    Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
  2. 2
    Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
  3. 3
    No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
  4. 4
    Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.

The short deck

14 slides on how a private AI server is scoped, secured and rolled out. Click through, or take the PDF.

Download the PDF
Private AI on your own server — slide 1 of 14 Private AI on your own server — slide 2 of 14 Private AI on your own server — slide 3 of 14 Private AI on your own server — slide 4 of 14 Private AI on your own server — slide 5 of 14 Private AI on your own server — slide 6 of 14 Private AI on your own server — slide 7 of 14 Private AI on your own server — slide 8 of 14 Private AI on your own server — slide 9 of 14 Private AI on your own server — slide 10 of 14 Private AI on your own server — slide 11 of 14 Private AI on your own server — slide 12 of 14 Private AI on your own server — slide 13 of 14 Private AI on your own server — slide 14 of 14
1 / 14Tap or click a slide to advance · arrow keys work too

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