The first alternative for deal document management
Across leveraged credit markets, deal document management has long been dominated by a single solution charging far too high a price. With DealConnect, credit teams finally have a choice.
Operating natively within Cognitive Credit, DealConnect automates document ingestion from password-protected data sites directly alongside our best-in-class structured financial data, advanced analytics, and native AI tools built for credit analysis.
Stop accepting such a high cost for deal document management. Access, store, and analyze all your public and private deals within a single, unified solution, always with a compliance-first posture.
DealConnect Features
CONNECT
Link your data sites seamlessly
Sync all the data sites you use in a few clicks. Link your accounts in seconds and automate document ingestion and model generation—freeing your team from logging into multiple password-protected portals.
CONVERT
Generate models from deal documents
Transition seamlessly from raw disclosures to audit-grade credit models. Access a full model built with best-in-class accuracy, with every data point linked directly to source documents—allowing your team to bypass manual spreading and focus immediately on the higher-value work.
MONITOR
Gain immediate portfolio visibility
Track critical updates from the moment you log in. Our Deal Explorer instantly highlights new deal access, expired permissions, fresh disclosures and newly generated models across your entire public and private universe—allowing you to jump directly into critical deal updates without delay.
REVIEW
Streamline your deal review
Open and inspect deals side-by-side. Move between deals in a single click, navigate original datasite folder hierarchies, read agent notes and track unread filings effortlessly. Download individual files or export entire deal repositories instantly, accelerating your deep-dive document reviews.
SEARCH
Find every document across every deal
Bypass the hassle of logging into multiple deal portals. The centralized Documents feed centralizes all incoming files from every one of your deals into a single, recency-sorted list. Run targeted keyword searches and locate the specific documents you need in seconds.
Smarter deal management
Move past overpriced retrieval services with a solution that manages deal documents and best-in-class model generation in one service.
Data site synchronization
Centralize all your public and private deal disclosures from the major data sites you use into one unified document management hub.
Total compliance
Every document is stored in your secure library with strict permission controls—including full public / private audit trails for compliance teams.
Perpetual document access
All disclosures are permanently stored your library even after data site closure, ensuring your desk retains continuous access to critical data.
Best-in-class fundamentals
Convert raw, restricted PDFs into structured, line-by-line credit models, with every metric linked to source page—data quality that only we can deliver.
Models that stay current
When new disclosures drop to your data sites, we update the credit model automatically to keep your view of a deal current.