Start from your desk, your documents and your measure.
Capital allocators, funds, banks, insurers and the platforms that serve them. Find your desk, the documents it already works from, and how we’d prove it on them.
Each desk works from different documents and judges the work by a different measure. Here is what the API does for each one, and where we’d start.
VC, PE & capital allocators
Every number in the IC memo, traced to the data room.
Deal teams, portfolio operations and LPs re-key the same figures under deadline. Each figure comes back with its page, and the gaps between documents are flagged before the QoE report or the IC meeting finds them.
Documents
CIMs, management accounts, investor updates, GP reports, capital account statements and LPA fee terms.
Jobs we do for you
Data-room numbers pack, with every CIM figure checked against its source
A wrong number under your brand is a reputational and contractual problem. Each answer comes with its page, its table and its calculation, rendered in your own interface.
Documents
Your filings, transcripts, research and archive content, including non-standardized and scanned historical filings.
Jobs we do for you
Cited answers embedded for subscribers
Data collection and QA, with lineage
“Explain this number” for any figure in your database
Start with
A platform license on Enterprise terms, from $1,000,000.
Credit, municipal and structured-credit documents never arrive in the same shape. Every figure comes back cited, and places where your data feed and the document disagree are flagged.
Documents
Issuer financials, indentures, official statements, annual financial reports, trustee and servicer reports.
Jobs we do for you
Public and private credit research
Municipal credit
Structured credit (CLO and ABS)
Insurer investments and manager research
Start with
Early Adopter for one desk. Firm-wide inside your environment, which most insurers need, is Enterprise.
Lenders, audit teams and advisory practices spend their hours tying numbers across documents. The API does the tie-out, cites every figure and hands your reviewers the trail.
Documents
Business financial statements, tax returns, bank statements, draft statements and footnotes, data rooms and operating reports.
Jobs we do for you
Fintech lenders and credit platforms
Audit tie-out and cross-referencing
Advisory: transaction services, restructuring, valuation and forensic
On every desk, each answer hands you the same things to check: the figure, its document, page and table, the values used, the calculation, and any conflicts flagged. See the evidence contract →
Where to start
Which path fits?
Four questions about your documents, your users and your environment. The answer is where we’d start with you.
Three inputs from your desk. The arithmetic is shown, and nothing is added to it.
How we prove it
Tested on your documents, not just ours.
Every license and engagement is measured on your own documents and on questions your team has already answered. We agree the pass criteria with you first — figures right within an agreed tolerance, every citation checked against its page, known conflicts flagged — and report the results as measured, misses included.
Pilots: Acceptance-tested on your own documents before you pay the balance. Fixed fee, capped.
Enterprise: Acceptance test on your own documents, agreed in writing before you sign.
Early Adopter: Your acceptance plan is agreed in week one, and six months of development support are aimed at passing it.