AI Agents Dashboard
10 intelligent agents automating syndicated lending end-to-end
Total Processed
39,434
Pending Items
194
Active Alerts
21
Automation Rate
94%
Deal & Facility Origination
Deal pipeline from term sheet to funding, facility/tranche structuring, syndicate formation
Syndication & Agency Management
Lead arranger allocations, participant lender lists, agent bank notices and consents
Loan Servicing & Operations
Drawdowns, rollovers, SOFR rate resets, repayment schedules, amendment tracking
Fee & Accrual Management
Commitment, upfront and PIK fee accrual schedules with automated true-ups
Position & Portfolio Management
Lender-level position tracking, exposure by facility/sector/obligor, assignment ledger
Covenant & Compliance Monitoring
Financial covenant tracking, compliance certificate status, waiver requests
Cash Management & Settlement
Payment processing, cash waterfall allocation across tranches, funds flow at closing
Letters of Credit & Guarantees
LC issuance, utilization tracking, expiry management, fronting bank allocation
Secondary Trade Settlement
LSTA/LMA par and distressed trade settlement, T+ aging, confirmation matching
Regulatory & Risk Reporting
Basel capital exposure, large-exposure reporting, risk-weighted asset summaries
Live Activity
Real-time agent actions
Flagged leverage ratio breach — Bergman Industrial Term Loan B
Processed SOFR rate reset for 18 revolving facilities
Failed settlement — Solent Maritime TLB par trade, T+7 breach
Executed cash waterfall for $180M Nordholm facility repayment
Halcyon Ventures standby LC reached 92% utilization
Distributed lender notice for amendment vote — Bergman TLB