Alphastream

Extracting unstructured financial and legal data for the credit markets.

Contact for Pricing

Description

Alphastream leverages precision AI models, meticulously trained by credit experts, to comprehend the complex nuances inherent in financial and legal documentation. The platform is designed to transform how private and public debt markets access and utilize data, significantly reducing the extensive time analysts typically spend on manual data collection from offering memorandums, investor presentations, and earnings reports.

With its advanced capabilities, Alphastream can rapidly distill comprehensive documents, such as an 800-page offering memorandum, into a concise term sheet within minutes and can update internal systems with critical details swiftly. The system provides highly accurate and customizable data extraction tailored to the intricacies of capital markets. It also supports robust integration with existing internal systems, ensuring that vital information is delivered efficiently where and how it is most needed by credit professionals.

Key Features

Highly Accurate & Customizable Data Extraction: Delivers highly accurate data tailored to capital market complexities, with confidence levels for each data element and the ability to link back to the source document.
Deeper Knowledge Engine: Extracts over 800 key data points and covenants from public or private credit agreements and over 3,000 data points from financial documents within minutes of publication.
Security & Privacy: Offers a highly secure cloud environment with extensive audit and compliance capabilities, including options for a Virtual Private Cloud and support for client-specific single sign-on.
AI Trained by Experts & Continuous Learning: Features AI models trained by professionals with legal and financial acumen, enriched by market participant input, and capable of continuous learning by incorporating feedback from client professionals.
Comprehensive Document Processing: Extracts insights from a wide range of documents including bond offering documents, private debt memoranda, credit agreements, side letters, amendments, earnings reports, conference call transcripts, and investor presentations.
Seamless System Integration & Data Delivery: Transforms and customizes data to align with client taxonomy, receives documents, delivers data via APIs, and offers platform dashboards for monitoring document status.
Analyst Empowerment Tools: Provides key information in customizable term-sheets and summaries, supports easy export to Excel, enables comparison of terms across multiple deals, and allows users to search and filter deals based on specific criteria.
Proactive Metrics & Covenant Tracking: Continuously tracks data to identify changes in key metrics, potential breaches of covenants, allows for customization of tracked metrics, and provides real-time alerts and notifications.

Use Cases

Private Credit Funds: Extract key data points and covenants from credit agreements in minutes, generate term sheets and additional analytics, compare terms across documents, and process private financials for models and back-office functions.
Debt Capital Markets: Process new drafts of pre-deal credit agreements rapidly, enable side-by-side covenant comparison of drafts and precedent deals, and dramatically reduce time to produce initial term summaries.
Credit Rating Agencies: Extract key data points from public and private financials submitted in multiple formats within minutes, provide an analyst workspace to review as-reported and standardized results, and seamlessly export results into proprietary models and systems.

Frequently Asked Questions

How does Alphastream adapt to my firm's specific data interpretation needs?

When deployed in your firm, Alphastream's AI models can learn the specific ways that your analysts interpret data by receiving and incorporating feedback from your professionals. This enables continuous learning and improved customization over time.

What specific types of legal insights can Alphastream extract from documents?

From legal documents such as bond offering documents, private debt memoranda, and credit agreements, Alphastream extracts reference data with all variations, key terms including the most significant restrictions, and covenants such as mandatory prepayments and restrictive payments.

What kind of financial insights does Alphastream provide from corporate releases and presentations?

Alphastream extracts comprehensive financial statements, data on whether a company is within its coverage ratios, key performance metrics, remaining borrowing capacity, and identifies trends and sentiments from documents like earnings reports, conference call transcripts, and investor presentations.