Highlights:
Reporting Tool
12 Reports Currently Available
All Product Groups
Compare Key Terms Across Documents - Compare reference data and key terms across documents.
Portfolio Summary - Review all available documents across portfolios.
Corporate Debt
Closing Memo Terms - Summarize key terms for a closing memo.
Investment Committee Memo - Capture key terms with prevalence and favorability for investment committee review.
Legal Terms Review - Evaluate key terms against thresholds and add comments.
Investment Funds
Legal Due Diligence Memo (Consortium Benchmark) - Assess investment fund terms against consortium benchmarks.
Legal Due Diligence Memo (Internal Benchmark) - Assess investment fund terms against internal benchmarks.
Legal Due Diligence Memo (Opinions and Comments) - Review investment fund terms, add opinions, and add comments.
Legal Due Diligence Memo (Portfolio Benchmark) - Assess investment fund terms against portfolio benchmarks.
LIBOR Replacement
LIBOR Transition - Summarize key terms related to the LIBOR transition.
Collateralized Loan Obligations
Key Deal Terms - Summarize deal parties, deal timelines, and key deal metrics.
Fund Trading Documents
Legal Terms Review - Evaluate key terms against ideal terms, against acceptable fallbacks, and add comments.
We have launched Street Diligence Reporting so users are now able to generate ad-hoc reports as needed utilizing your portfolio data from our platform.
Build Your Report Page - Gives flexibility and customization ability to client to choose desired fields when building reports.
Quickly download pre-formatted reports that can be printed or presented externally.Allows up to 4 different file formats (PDF, XLSX, DOCX, and PPTX).
Our Report History Page allows users to view all previously generated reports and check the status of reports that are currently being populated by our system.