One ingestion pipeline, three tailored lenses on the same source material.
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Banking Deal Originator
Surface covenants, leverage grids, syndication terms, and closing conditions without
re-reading every amendment. Escrow milestones to the sections that matter at close.
- Deal structure & fee economics
- Covenant and pricing grid extraction
- Timeline + party metadata for syndication
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Equity Research Analyst
Map valuation drivers, guidance, and catalysts across filings and models. Hybrid search
finds revenue language even when terminology shifts quarter to quarter.
- Revenue, EBITDA, and EPS drivers
- Valuation multiples & peer context
- Risk and catalyst tagging per section
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Banking & Credit Analyst
Track capital ratios, NPL migration, and regulatory exposure in credit agreements and bank
supplements — with KV-cache reuse when documents update incrementally.
- CET1, NIM, LCR, and asset quality
- Regulatory capital flags
- Loan book and provision trends