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STATE ENTITYRECOVERY GROUP
Portfolio Management

Effort Where Recovery Is Realistic

Across a book of placements, not every file deserves equal attention. Segmentation decides where the work goes.

Why segmentation matters

A portfolio worked uniformly is a portfolio worked badly. Files with strong documentation against a solvent, locatable debtor deserve immediate escalation. Files against a dissolved entity with no reachable assets deserve an honest closure recommendation rather than years of activity that generates reports and no money.

We score placements at intake and re-score them as investigation returns findings. You see the reasoning, not just the outcome.

Segmentation

What we score on

Age

Time since default, and how much runway remains before the statute of limitations closes.

Balance

Whether the amount justifies escalation cost, particularly court costs on a legal referral.

Documentation quality

Whether the file would survive a challenge — signed contract, delivery proof, clean statement of account.

Debtor viability

Whether the entity still operates, still banks somewhere reachable, and holds anything unencumbered.

Guaranty

Whether a personal guaranty expands the set of parties who can be pursued.

Jurisdiction

Where the debtor sits, and what enforcement in that state realistically costs and yields.

Reporting

What clients receive

Placement activity

Accounts placed, opened, worked, and closed, reconciled against your file.

Recovery and remittance

Amounts collected, contingency applied, and net remitted on a defined schedule.

Investigation findings

What we located on each debtor — entities, property, filings, and banking relationships.

Status changes

Disputes raised, arrangements entered, referrals to counsel, and accounts recommended for closure.

Client Control

Recall and closure

Placed accounts are not hostages. You can recall any account at any time, subject to fees earned on amounts already recovered and any work in progress with counsel. The terms are set out in the placement agreement rather than left to negotiation after the fact.

  • Recall any account on written notice
  • Settlement authority thresholds you define at placement
  • Closure recommendations with the findings that support them
  • Remittance on a defined cycle with reconciled statements

Have a book of aged receivables?

We will tell you which portion is realistically recoverable before you place any of it.

Discuss a Portfolio