Leverage advanced analytics for insights during a transaction's diligence, managing a portfolio or rebalancing opportunities
leverage data providers and analytics to fast track diligence
pull out relevant data from documents with OCR and AI
create rules and set formulas for quick analysis
immediately see when a metric is outside compliance
Managing financial transactions involves multiple parties, interests, communication and many activities that are typically segmented. Capcade integrates the entire journey from creating a transaction or transaction request, to pairing with the right advisors and counterparties, to negotiating terms, to post-closing admin and compliance.
