DealConnect: Streamlined Deal Document Management and Access for Credit Teams

In leveraged credit, time-to-insight is everything. When a new deal or restricted filing lands, the race to form a credit view begins. But these vital documents are gated behind password-protected data sites to protect sensitive transaction details.

That’s why we are excited to bring DealConnect to the market—streamlining restricted deal analysis and giving credit desks a choice in deal document access and management.

Here's everything you need to know about this new feature.

Giving Credit Desks a Real Alternative

Managing confidential deal documents has always been a challenge for credit desks. For years, the market has historically relied on a single solution to access and manage those documents across multiple data sites—simply because there was no alternative. As a result, credit desks had to accept paying a premium just to keep up with restricted files.

We built DealConnect because we believe investment teams deserve a genuine choice—at a far more compelling price point.

Built directly in the Cognitive Credit web app, DealConnect automates the retrieval of restricted disclosures from the major external data sites and rapidly transforms those files into ready-to-use financial models in minutes.

Powered by our proprietary data extraction technology, it delivers comprehensive models with our signature best-in-class accuracy, full audit trails for every datapoint, and a suite of analytical tools to accelerate fundamental analysis—allowing credit desks to manage their entire deal universe in one integrated workspace.

From Raw PDF to Usable Model in Minutes

DealConnect streamlines traditional deal document management into a straightforward, automated flow:

1. Connect Your Active Data Sites

You can securely link your credentials for major data sites like Intralinks, Debtdomain, and SyndTrak directly within the Cognitive Credit web application. Once synchronized, DealConnect actively monitors your deal rooms, automatically retrieving new documents as soon as they drop and conveniently highlighting any updated deals in your feed.

There’s no need to continually refresh your logins or manually check multiple portals. Your documents arrive automatically within Cognitive Credit as soon as they’re available.

2. Instant, Proprietary Extraction

The moment a restricted document lands in your workspace, Cognitive Credit’s proprietary extraction technology begins processing and structuring the numbers. Static PDFs are automatically parsed, verified, and converted into comprehensive financial models with best-in-class accuracy, without requiring a single row of manual transcription. On average, we deliver an updated model within 15 minutes of document ingestion, several hours for inaugural issuers, and 24 hours for coverage requests.

By eliminating manual spreading, you save hours on initial model setup per credit—accelerating your speed-to-insight and ability to act quickly during fast-moving situations.

3. Click-to-Source Verification

Every extracted line item feeds directly into a dynamic credit model, where every metric is tied directly to the source document and page. If you ever need to check a number, open up the audit card to see where the data point was extracted or derived from.

This built-in transparency dramatically speeds up investment committee prep and internal audit reviews, giving risk officers and senior analysts total confidence in data integrity without the tedious back-and-forth of verifying cell calculations by hand.

Total Compliance: Segregated Storage, Perpetual Access

 As always, handling sensitive, restricted access disclosures requires total compliance. DealConnect was designed from day one to keep both investment teams and compliance officers happy:

• Client-Segregated Security: Your firm’s data is accessible only by you. Every document retrieved is stored in an encrypted, client-segregated environment that ensures strict privacy across institutions. 

• Mirrored Permissions: Document access stays tied to your current data site entitlements, re-enforcing the existing information-barrier and public/private controls in each portal. 

•  Access in Perpetuity: Data site logins lapse and data rooms inevitably close once transactions finish. DealConnect keeps every document you’ve retrieved stored in your library indefinitely, and surfaces lost data site connections via the deal explorer, ensuring your historical records stay right where you need them. 

Why Make the Switch to DealConnect?

If you’re tired of over-paying for data site management, and want access to the market’s best-in-class financial models, DealConnect brings immediate value to your desk: 

• Reduced Service Costs: Consolidate your tech stack by pairing deal document management directly with the credit market’s leading structured datasets in one, cost-effective service. 

•  Accelerate Time-to-Insight: Bypass the multi-portal document chase and spreadsheet build-out, going from locked data site disclosures to dynamic, audit-ready financial models in minutes.

•  Preserve Institutional Memory: Retain permanent, searchable access to all historical deal filings across your firm, backed by bank-grade security and audit logging.

Start using DealConnect

DealConnect is available now as an add-on to an active Cognitive Credit subscription.

Already a client? Contact our client success team to discuss adding the Connector to your existing package.

Not yet a client? Tell us your coverage requirements and we’ll arrange a demonstration of DealConnect tailored to your use case.