Cascade Analyst:
AI Insights On Demand
The AI layer that sits on top of your portfolio, ready to answer, flag, and summarize the moment you need it
An analyst on your side of the table
Cascade Analyst
Ask anything. Get answers you can trace.
- Ask natural language questions across your entire portfolio: analytics, deal data, facility details, and more
- Pre-built suggested prompts get you to insights faster
- Access is automatically scoped to your permissions, so every user sees only what they're authorized to
- Editable chat threads let you pick up where you left off across sessions
- Transparent sourcing shows the underlying data behind every AI-generated answer
For Originators
About to trip a covenant? You'll know first.
Analyst flags what's coming while there's still time to fix it, renegotiate, or prepare the conversation with your lender.
Try asking:
“Which of my covenants are closest to tripping this month?”
“If I amend the advance rate to 80%, what happens to availability?”
“Draft the borrowing base summary I need to send my lender this week.”
Try asking:
“Which of my covenants are closest to tripping this month?”
“If I amend the advance rate to 80%, what happens to availability?”
“Draft the borrowing base summary I need to send my lender this week.”
For Investors & Lenders
Watching one slice of the portfolio? Analyst watches it with you.
Not a dashboard you have to remember to check. Analyst tells you the moment something moves, so you can act before it becomes a problem.
Try asking:
“Which positions in the portfolio deteriorated most this quarter, and why?”
“Where does the reported borrowing base differ from your recalculated one by more than 2%?”
“Watch this facility and tell me if collections velocity drops.”
Try asking:
“Which positions in the portfolio deteriorated most this quarter, and why?”
“Where does the reported borrowing base differ from your recalculated one by more than 2%?”
“Watch this facility and tell me if collections velocity drops.”
