WEB APP / RESTRICTED ISSUERS
Centralized, seamless access to restricted issuer data
Eliminate the friction of password-protected portals and turn restricted disclosures into complete and dynamic credit models in minutes.
Centralize public & private credit data in one workspace
Our Restricted Access feature provides a secure, self-service pipeline for issuers who hide critical financials behind password protection.
Search for a name, upload the relevant documents and gain access to a ready-to-use model within minutes, simplifying restricted data access struggles and eliminating hours of model-building. Shift your focus from document chasing to decision-making with a workflow designed for the speed of modern credit desks.
Features
Speed
Accelerate your analysis of restricted access issuers
Transform restricted filings into fully populated, audit-ready credit models in minutes. Simply upload your documents through our secure portal and our technology generates a fully populated model in minutes. Eliminate hours of manual spreading and enable your team to evaluate private opportunities with the same velocity as public issuers.
Maintenance
Keep your access current across issuers
Eliminate coverage fragmentation by housing your restricted data in a single workspace. Use dynamic filters to identify live, stale or restricted names in your coverage instantly. When new reporting is available, upload the latest document and we’ll update your model accordingly, ensuring you’re always capturing the most up-to-date picture of an issuer.
Secure
Effortlessly manage restricted documents
Maintain a permanent, secure repository of your restricted disclosures without the risk of data loss or version control issues. Every uploaded document is encrypted and accessible only to your team, creating a centralized "source of truth" ensuring your historical data remains structurally sound and easily retrievable.
Secure self-service portal
Upload restricted filings via our encrypted portal, triggering rapid extraction and model generation that eliminates manually-intensive data work.
Encrypted document database
Safeguard your restricted data in a secure environment where every document is permanently stored and linked to corresponding data points.
Analyst-verified compliance
Ensure total data integrity with rigorous verification by our in-house specialists on every uploaded document before granting full model access.