Solutions
9 working agent solutions — configured to your book, governed by your policy.
Monitors borrower and portfolio company financials continuously — surfacing changes in financial health and emerging risk with source-cited evidence.
Analyzes borrower performance, anomalies, and repayment risk from extracted financial data — every finding traced to the source document behind it.
Turns earnings calls and transcripts into structured signals, themes, and cited talking points for credit, risk, and research teams.
Finds policy exceptions in loan files and credit terms, then routes each one through a governed approval path with a complete decision trail.
Drafts investment memos and IC packs from deal documents — every figure and claim traced to its source page, ready for analyst review and sign-off.
Reads data rooms, management reports, and cost data to map operating models, surface execution gaps, and flag value-creation levers for deal teams.
Tests every loan file against credit policy, eligibility rules, and product constraints — pass, fail, or exception, each with cited evidence.
Structured risk views, graded against your credit policy, with recommendation summaries and rationale — every input cited, every decision human-approved.
Consolidates diligence findings into clear risks, red flags, open questions, and mitigation themes — each one traced back to its source document.