List of ChathamDirect Customers
Chatham Investment Corporation
37 Lenox St,
Worcester, 01602-1410, MA,
United States
Worcester, 01602-1410, MA,
United States
n/a
Banking and Financial Services
10
$1M
Since 2010, our global team of researchers has been studying ChathamDirect customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ChathamDirect for Risk Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ChathamDirect for Risk Management include: Apollo Capital, New York, a United Kingdom based Banking and Financial Services organisation with 62443 employees and revenues of $11.39 billion, Canyon Capital, Los Angeles, a Canada based Banking and Financial Services organisation with 5000 employees and revenues of $10.34 billion, Nuveen, a TIAA company, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $520.0 million, Waterton, a United States based Construction and Real Estate organisation with 1000 employees and revenues of $500.0 million, Bain Capital, a United States based Banking and Financial Services organisation with 1900 employees and revenues of $300.0 million and many others.
Contact us if you need a completed and verified list of companies using ChathamDirect, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the TRM software purchases.
The ChathamDirect customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of TRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Apollo Capital, New York | Banking and Financial Services | 62443 | $11.4B | United Kingdom | Chatham Financial | ChathamDirect | Risk Management | 2015 | n/a |
In 2015, Apollo Capital implemented ChathamDirect, a Risk Management application from Chatham Financial. The ChathamDirect deployment centralized market risk analytics and counterparty exposure workflows across treasury, trading and enterprise risk teams at Apollo Capital.
Configuration focused on valuations, exposure calculation, scenario and stress testing, hedge program modeling and standardized risk reporting, leveraging ChathamDirect’s analytic engines and configurable product models. The implementation established trade capture and position reconciliation processes within the application, and automated recurring exposure runs and scheduled reports to support risk monitoring. ChathamDirect was configured to support model parameterization and valuation conventions consistent with institutional risk management practice.
Operational scope included treasury, trading desks and risk operations, with role based access controls and formal governance workflows for model changes and report approvals. Rollout emphasized centralized data validation, audit trails and user training to embed ChathamDirect into daily risk routines. Apollo Capital ChathamDirect Risk Management configuration created a single reference for counterparty exposures and hedge program analysis across the firm.
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Bain Capital | Banking and Financial Services | 1900 | $300M | United States | Chatham Financial | ChathamDirect | Risk Management | 2011 | n/a |
In 2011, Bain Capital implemented ChathamDirect. ChathamDirect is a Risk Management application configured to centralize exposure reporting and valuation workflows for Bain Capital's treasury and portfolio risk functions, providing a single operational platform for managing hedge structures and instrument-level risk. The deployment consolidated quantitative risk analysis and hedge structuring capabilities to support investment teams across private equity and credit portfolios, establishing a common source of valuation and exposure data for portfolio managers and risk officers.
Configuration emphasized exposure analytics, scenario analysis, derivatives valuation, and cash flow modeling consistent with Risk Management functional workflows, aligning system calculations with firm valuation conventions. Operational coverage focused on treasury, portfolio management, and risk control processes, and governance was organized around centralized reporting, standardized valuation methodologies, and defined escalation workflows to support auditability and repeatable risk operations.
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Canyon Capital, Los Angeles | Banking and Financial Services | 5000 | $10.3B | Canada | Chatham Financial | ChathamDirect | Risk Management | 2009 | n/a |
In 2009, Canyon Capital implemented ChathamDirect from Chatham Financial as a dedicated Risk Management application to centralize valuation and analytics across its risk processes. ChathamDirect provided valuation engines, scenario analysis, interest rate exposure monitoring, and hedge documentation capabilities aligned with Risk Management functional workflows, and the full application name ChathamDirect is reflected in enterprise risk operations for traceability. The deployment focused on enterprise risk and treasury functions, with configuration for instrument-level position capture, mark to market valuation, and scheduled risk reporting to support standardized exposure measurement. Implementation work emphasized model configuration, curve management, and stress testing to align ChathamDirect with established risk analytics and reporting processes, and operational ownership rested with the firm’s enterprise risk management teams who used ChathamDirect to standardize exposures and management reporting in 2009.
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Nuveen, a TIAA company | Banking and Financial Services | 3000 | $520M | United States | Chatham Financial | ChathamDirect | Risk Management | 2007 | n/a |
In 2007, Nuveen, a TIAA company implemented ChathamDirect in its Risk Management environment to centralize interest rate and derivatives oversight. Nuveen deployed ChathamDirect Risk Management to support treasury, portfolio risk, and compliance workflows across the asset management business.
The ChathamDirect implementation emphasized core functional modules typical of the Risk Management category, including exposure capture and position management, derivatives trade lifecycle and ledger functionality, mark-to-market and model-driven valuation, scenario and stress testing analytics, and hedge documentation and accounting support. ChathamDirect was configured to manage instrument-level detail and to produce standardized risk and accounting outputs consistent with treasury and portfolio control requirements.
Operational coverage extended across treasury, portfolio management, risk oversight, and compliance groups, with the platform acting as a centralized source for exposure inventory and documentation. The deployment incorporated structured data feeds from front-office systems and market data sources to populate valuations and scenario runs, and it supported role-based access and workflow routing for trade approval and hedge designation processes.
Governance changes accompanying the ChathamDirect rollout included formalized approval workflows, audit trails for hedge documentation, and policy enforcement points embedded in trade capture and reporting processes. The implementation positioned ChathamDirect as the primary Risk Management application for derivative exposure governance and hedge accounting documentation within Nuveen.
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Waterton | Construction and Real Estate | 1000 | $500M | United States | Chatham Financial | ChathamDirect | Risk Management | 2022 | n/a |
In 2022 Waterton implemented ChathamDirect as a Risk Management application to support corporate risk workflows across its real estate and multifamily operations. ChathamDirect is provisioned as the central risk management application for corporate associates, with the implementation governed through a corporate application support structure based in Chicago, IL and supporting Waterton Residential and broader corporate teams.
The implementation centered on an operational help-desk model with the Application Support Manager accountable for Level I and II responses to system questions, system changes, and system problem resolution. Configuration and day to day administration emphasized ticket monitoring, tracking open ticket status, monthly reporting, and evaluation of support ticket trends to identify training gaps and prioritize issues, reflecting operational capabilities consistent with Risk Management application workflows.
Operational coverage for ChathamDirect includes hands-on support to Waterton corporate associates and management of all application-related software vendors, with the support organization responsible for vendor coordination and escalation. The role description and governance model require structured reporting and trend analysis, which drive training needs and issue prioritization across corporate functions tied to investment management and property operations.
Governance and process design are anchored by a single Application Support Manager who manages help-desk operations, vendor relationships, and monthly performance reporting, and who is expected to translate ticket trends into training and process adjustments. The implementation narrative emphasizes practical application support, vendor management, and operational governance rather than technical architecture details.
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Buyer Intent: Companies Evaluating ChathamDirect
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating ChathamDirect. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating ChathamDirect for Risk Management include:
- LoanBoss, a United States based Construction and Real Estate organization with 160 Employees
- Remington Hotels, a United States based Leisure and Hospitality company with 4500 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD ChathamDirect Coverage
ChathamDirect is a Risk Management solution from Chatham Financial.
Companies worldwide use ChathamDirect, from small firms to large enterprises across 21+ industries.
Organizations such as Apollo Capital, New York, Canyon Capital, Los Angeles, Nuveen, a TIAA company, Waterton and Bain Capital are recorded users of
ChathamDirect for Risk Management.
Companies using ChathamDirect are most concentrated in Banking and Financial Services and Construction and Real Estate, with adoption spanning over 21 industries.
Companies using ChathamDirect are most concentrated in United Kingdom, Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of ChathamDirect across Americas, EMEA, and APAC.
Companies using ChathamDirect range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 20%, large organizations with 1,001-10,000 employees - 60%, and global enterprises with 10,000+ employees - 20%.
Customers of ChathamDirect include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified ChathamDirect customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Risk Management.