Success Story
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Pine Valley Capital Partners
United States
Facing difficulty managing their bespoke credit structures and expanding portfolio with manual, spreadsheet-driven workflows, Pine Valley needed a platform to eliminate operational bottlenecks.
Hypercore's deep configurability and custom engineering quickly enabled Pine Valley to model unique loan structures and seamlessly migrate historical data, launching a reliable system ahead of schedule.
The successful onboarding resulted in a real-time, error-resistant operational foundation that replaced manual reconciliations, improved reporting, and enabled the firm to scale with clarity and control.
Pine Valley Capital Partners is an investment manager focused on opportunistic credit, specializing in direct lending to law firms. The firm delivers tailored liquidity solutions for complex litigation and arbitration matters, across both pooled vehicles and separate accounts.
➤ Based in Austin, TX
➤ Settlement-focused private credit strategy serving leading mass-action law firms
Pine Valley operates in a specialized segment of private credit, providing financing to law firms backed by litigation-related fee receivables. As their portfolio expanded, the firm relied on manual workflows to manage reconciliations, validate cash flows, and track changing loan dynamics across multiple sources. These processes became increasingly time-consuming and made it difficult to maintain real-time visibility and control as deal activity intensified.
"We couldn’t scale with all the manual Excel reconciliations. It just wasn’t a sustainable way to support the level of complexity in our portfolio.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
The inherent nature of Pine Valley’s credit structures introduced an additional layer of complexity. Their facilities are shaped by multi-year case timelines, variable repayment behavior, and bespoke terms that fall outside standard templates used by most loan systems. As a result, traditional platforms and legacy tools often lacked the flexibility needed to represent the nuance of their lending model accurately.
"Our loans aren’t vanilla. They come with nuances that most systems just can’t handle.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
Sam, drawing on prior experience with multiple loan systems, was aware that this mismatch between portfolio complexity and system rigidity is common in the market — and often forces private credit teams into workarounds or parallel processes.
"I’d been through the onboarding process with other loan management systems, and to say it was a nightmare is putting it nicely. Going into this, I had concerns.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
Hypercore provided the combination of adaptability, configurability, and hands-on implementation support that Pine Valley needed to fully operationalize their unique credit structures. The Hypercore team worked directly with Pine Valley to translate every element of their facilities - repayment mechanics, fee receivable schedules, bespoke terms, and cash-flow rules - into a clean, accurate system configuration without forcing generic templates.
Several of Pine Valley’s structures required custom engineering, and Hypercore delivered updates quickly, ensuring the system fully reflected the true economics of their deals.
"I’ve never seen a loan management system turn around custom engineering needs that fast. It was remarkable.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
A key component of the onboarding process was the migration of historical data. Hypercore’s structured bulk-upload tools and validation workflow made it possible to ingest this information efficiently and with confidence, resolving one of Pine Valley’s biggest concerns.
"Once I saw how straightforward it was to set up the loans and how seamless the bulk upload process was, any initial concerns I had quickly disappeared.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
Hypercore’s intuitive interface and clear workflows enabled Pine Valley to roll out the platform internally without friction, laying the foundation for system-wide adoption.
The onboarding experience exceeded Pine Valley’s expectations, establishing a smooth transition into a system that now supports the accuracy and internal oversight required for their growing portfolio. Hypercore became the firm’s internal source of truth, enabling the team to validate outputs from external providers — including their loan servicer — with confidence and far less manual intervention.
"Hypercore has already proven its value by enhancing accuracy and reducing the risk of human error. For any finance team, that level of reliability is truly invaluable.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
Real-time visibility into interest activity, cash flows, and portfolio KPIs also transformed Pine Valley’s reporting cadence. Updates that once depended on manual, quarter-end processes now appear instantly, improving internal decision-making and strengthening investor communication.
"Having real-time KPIs readily available has been indispensable, especially as we continually seek to raise capital.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
Hypercore delivered the operational clarity and reliability Pine Valley needed to run their portfolio more precisely - and scale it without added complexity.
"I compared Hypercore to the Apple iOS of loan management systems - clean, intuitive, and easy to figure out.”
Sam Gillin, Finance Manager at Pine Valley Capital Partners
