10-Ks, CIMs, prospectuses, quarterly filings, holdings tables buried in PDFs — read by conversational analytics that return cited, defensible answers in seconds.
Borrower A at 4.8× vs. a 4.5× max (+0.3×), Borrower D at 5.2× vs. 5.0× (+0.2×), and Borrower K at 6.1× vs. 5.5× (+0.6×), the largest breach. Borrower K also shows a 14% QoQ EBITDA decline.
Illustrative interface · every figure traces to a source document or table
The hard part isn't the chat box. It's grounding, citations, table extraction, and getting structured and unstructured data to answer the same question.
Q&A over 10-Ks, CIMs, prospectuses and quarterly reports — every answer cites its page and clause.
TXT2SQL over holdings, exposures and performance — plain English in, exact warehouse numbers out.
Complex tables pulled from messy PDFs — the schedules and footnotes that defeat ordinary parsers.
Questions routed across retrieval architectures and sources, reconciled into one sourced answer.
Streaming market data on your cloud, with reproducible back-tests against historical windows.
RBAC, session memory, caching and evaluation harnesses — inside your tenancy. Nothing leaves.
A Quick Summary Report from the CIM in minutes, a drafted IIRC memo from the full room, and cited answers to everything in between.
Your cloud, your warehouse — no black-box SaaS, no data leaving. This reference architecture runs in production at a large public pension fund.
Read every incoming quarterly report, flag covenant breaches and drift, draft the watchlist memo.
Thematic questions across 10-Ks, transcripts and research — every claim traceable to its source.
Plain-English access to the holdings warehouse, without the queue.
"We deployed a production 'chat with your financial data' application for a major public pension system — agentic workflows orchestrating multiple RAG architectures, with multimodal OCR reading the complex tables buried in their PDFs."
Grounded, cited answers on your own filings — a focused proof-of-concept inside your environment.