Step Up To Automated Due Diligence For Commercial Loan Portfolios
Our advanced AI-driven tools, proprietary machine learning models, and expert-labeled data automate much of the due diligence process, helping institutional lenders and credit investors efficiently oversee, manage, and scale their portfolios.
Our Powerful Proprietary Solution Combines Cutting-Edge Technology With An Intuitive Interface
Put simply, it parses credit agreements for relevant covenants and extracts appropriate line items from financial statements to analyze compliance quickly and accurately.
Precision Covenant Matching
Advanced NLP for Financial Documents
Automated Financial Statement Classification
ML-Powered Intelligent XBRL Classification
It Takes Just Four Simple Steps
Our solution is designed to be intuitive and easy to use.
Upload All Financial Documents
Upload Financial Statements, Credit Agreements, and supporting documents.
Review Financial Spreads
The relevant financial statement line items have been extracted for review. Each item is shown alongside an estimated degree of accuracy. You can easily edit items to make manual changes.
Verify Covenant Matches
The pertinent covenants have been located and extracted from the credit agreements. You can easily review and make manual edits as needed.
Instantly Analyze Covenant Compliance Results
Once the appropriate financial statement line items and credit agreement covenants are reviewed and confirmed, covenant compliance results are quickly calculated and displayed for review. Instantly generate reports and trend analysis of covenant proximity, compliance, and more.
Redefine the Efficiency and Accuracy of Commercial Credit Analysis and Risk Management
95%+ Accuracy
Covenant matching & financial statement analysis
80% Time Reduction
Accelerated due diligence & compliance processes
Real-time Risk Monitoring
Comprehensive portfolio oversight
