Create deals for multiple asset classes using pre-configured modules – choose a workflow that best suits you!
Automate and extend your data capture with data models suited to your asset classes – even from your Excel documents!
Drive due diligence with metrics based on asset class and instrument, automated ratio calculation, and configurable scorecard.
Structure your deals for multiple instruments, condition precedent, condition subsequent, covenants, cash flow, and fees.
Generate and manage documents throughout their usage lifecycle.
Real-time Investment Committee (IC) note generation from data sources across various scenarios, financial ratios and policy compliances.
Improve quality control and compliance management, with role-based user hierarchies allowing the right level of access to the right people in your organisation.
Built on the Salesforce Platform, so you get all the ins and outs of Salesforce along with your origination components.