Limited to first 10 CEFs
And run both systems side-by-side until you’re sure.
Zero conversion fees. Six months of zero license fees. Parallel operation with DDI or Trinergy until your board signs off. One condition: a one-year Professional commitment, prepaid to third-party escrow. LOS and ALM modules included.
Available to CEFs migrating from DDI Inc. or Trinergy/AMI. Professional ($7,000/mo) or Enterprise tier required.
We absorb the migration cost. No invoice on day one. Compare to $25,000–$150,000 typical legacy migration.
Your prepayment buys months 7–18. Months 1–6 are on us. You pay nothing while we prove the system reconciles to your books.
DDI or Trinergy stays live. We reconcile daily. You cut over when YOU sign off — not when our project plan says so.
7 OF 10 SLOTS REMAINING
Curious whether your CEF qualifies? Two minutes to find out.
Eighteen months, mapped out. No surprises.
Two-week kickoff. Data mapping. Read-only export from DDI or Trinergy. Your team does nothing in production yet.
Historical data load into CEFCore. Daily reconciliation report emailed to your CFO at 9am ET. You log in and watch.
Every loan payment, draw, and investor note transaction is entered in both systems. CEFCore runs as shadow system of record. Auto-reconciliation continues.
20 consecutive days of zero variance triggers Cutover Acceptance. Auditor walkthrough scheduled. CFO signs the Cutover Letter.
CEFCore is your system of record. Legacy is read-only archive. License fees are still $0.
Your one-year prepayment covers months 7–18. Standard support cadence. LOS and ALM live.
Eighteen months. One decision.
Reserve your slot now — no payment until your CEF is qualified and the MSA is signed.
Side-by-side, dollar-for-dollar.
CCEF CORE Switch Program | Typical DDI / Trinergy Migration | |
|---|---|---|
| Conversion fee | $0 | $25k–$150k |
| Months of dual-system operation | 6 (included) | 0–2 (billed extra) |
| First license invoice | Month 7 | Day 1 |
| Cutover decision | CFO signs off | Vendor's PM declares “go-live” |
| LOS + ALM modules | Included | Add-on, +$2k–$5k/mo |
| Total Year 1 cash outlay | $84,000 (prepaid to escrow) | $150,000+ |
Three things, plainly.
You prepay one year of Professional ($84,000) into third-party escrow. Funds release in tranches: 50% when reconciliation hits 20 days at zero variance, 50% on Cutover Acceptance. Your money never touches our balance sheet until your books prove out.
You commit a real implementation team on your side — typically one staff accountant at 25% time for 90 days, plus a weekly steering-committee call with our team.
The offer is limited to the first 10 CEFs migrating from DDI or Trinergy/AMI. After that, standard pricing returns and conversion fees come back.
You don't notice. DDI or Trinergy is your system of record until cutover — CEFCore runs alongside it. If we go dark for an hour in month two, your borrower payments still post through your existing platform. Our 99.5% uptime SLA only becomes mission-critical after you sign off on cutover.
Funds sit in third-party escrow. We release nothing until you've seen 20 consecutive days of zero variance in daily reconciliation. If we miss that milestone, full refund. If you cancel for cause we can't cure within 30 days, pro-rata refund of unused months. Written into the MSA, not buried in a click-through.
CEFCore was architected for CEFs specifically — not adapted from generic loan software. PostgreSQL backend, double-entry GL, full audit trail per transaction, idempotency keys on every money operation. Built-in modules for KYC/AML, ALM, fraud monitoring, approvals workflow. Reference architecture handles 5,000+ active loans and 2,000+ investor notes per tenant.
Because the cost of trying legacy CEF software is higher than the cost of a Tesla. Switching is the hardest sale in this industry — incumbents have 15-year relationships and your board has zero appetite for migration risk. Removing that risk is the only honest way to compete. We'd rather earn the second year than charge for the first.
Yes. Parallel run is designed for exactly this situation. You honor your existing contract through its term while CEFCore runs alongside. When the legacy contract expires, you cut over with zero overlap. If your legacy contract has 18 months left, your CEFCore prepayment can be deferred to align with the cutover — talk to us.
Parallel run is the gold standard for financial system migrations — auditors prefer it to big-bang cutovers. We provide a daily reconciliation report (signed, timestamped, PDF) for your audit binder. The methodology aligns with AICPA SOC guidance on system change management. We'll join the audit walkthrough at no charge.
Automated daily tie-out: principal balance, accrued interest, payment history, investor note balances, GL trial balance — every reconcilable field is compared. Variance >$0.50 is flagged. CFO gets a one-page summary email each morning at 9am ET. Cutover requires 20 consecutive business days at zero variance.
We're using the Switch Program to build our reference base. The first one or two CEFs through this program get more favorable economics in exchange for case-study and reference rights. We're transparent about that — and it's why the offer is structured this aggressively. If you want to be the named reference, we should talk soon.
Limited to 10 CEFs
No pitch deck. We’ll walk through the timeline, the escrow, and the reconciliation methodology for your CEF.
Switch Program available to CEFs migrating from DDI Inc. or AMI Information Systems / Trinergy. Professional ($7,000/mo) or Enterprise tier required. Conditional on one-year prepayment to third-party escrow. Parallel-run period capped at 90 days; T&M support thereafter at $250/hr. See MSA Addendum for full terms.