The credit analyst that never leaves the call.
It carries context through every stage of a deal — pre-call, live on the call, and after — applying your credit reasoning in real time instead of transcribing after the fact.
Three stages, one continuous thread of context.
Loads the context
Ingests the CIM, prior filings and your open credit questions so it walks in already knowing the story and what still needs answering.
Reasons in real time
Tests each claim against your rules as it is said, surfaces the follow-up while management is still on the line, and flags what stays unquantified.
Writes the record
Produces a defensible, sourced summary mapped to your IC template — every flag and implication carried straight through.
Notes get written up after the fact. Context is reconstructed from memory, the sharp follow-up never gets asked, and the record is only as good as who was in the room.
Context is carried live. Every claim is reasoned against your rules as it's said, the follow-up is surfaced on the call, and a defensible record writes itself as you go.
One line from management, three moves in response.
Applies credit reasoning
It thinks in covenants, leverage and cash conversion — not words per minute. Transcription is table stakes; judgment is the point.
Catches what gets missed
The unasked follow-up, the number that was dodged, the claim that quietly contradicts the last call — surfaced, not lost.
Builds a defensible record
Every conclusion is sourced back to what was actually said, so the memo holds up in committee and in review.
Early product, built for institutional use.
It's decision-support with a human in the loop — never an autonomous decision-maker. Here's exactly what it does today and what's next.
Questions credit teams ask first.
No. It is decision-support with a human in the loop. It surfaces reasoning and questions faster; a qualified analyst still owns every credit decision.
Your rules are encoded and applied in real time. It tests each claim against them rather than against a generic model of what a call should contain.
Built for institutional use — data stays scoped to your workflow with a human-reviewed audit trail. Deeper compliance export is on the near-term roadmap.
No added latency to the call itself. Analysis runs alongside and surfaces to the analyst, not to the room.
Bring a live deal or a recent recorded call. We run it through and show you exactly where the reasoning holds and where it flags.
Put it in a real workflow.
Bring a live deal or a recent call. We'll run it through and show you where the reasoning holds — and where it flags.
Discuss a pilot