Use Case Proposal for Underwriting – Accelerating and Enhancing Capital Raising with Scalata
Underwriting is a critical process in investment banking, involving detailed risk assessment, valuation, and distribution of securities. Yet, manual document review, data silos, and fragmented workflows limit speed and accuracy, impacting deal success.
Step 1: Confronting Manual Underwriting Challenges
- Your teams spend substantial time collecting and validating issuer financials, analyzing risk factors, and reviewing legal documents across disconnected systems. This slows deal structuring, impedes accurate pricing, and creates operational risks.
Step 2: Building a Unified AI Data Core
- Scalata ingests financial statements, legal filings, market data, and research reports into a centralized platform. AI extracts critical underwriting metrics—such as adjusted EBITDA, covenant terms, and investor demand signals—enabling a single source of truth.
Step 3: Activating Interactive Underwriting Intelligence
- Using Scalata’s conversational AI, underwriters can instantly query valuation scenarios, risk profiles, or regulatory compliance checks. For example, “Show adjusted EBITDA trends for this issuer and identify risks from recent covenant changes,” accelerates informed decision-making.
Step 4: Automating Workflow and Document Generation
- Scalata automates due diligence tracking, generates draft prospectuses and investor decks, and supports regulatory filings. Proactive AI agents monitor market conditions and investor feedback to optimize pricing and distribution strategies.
The Strategic Outcome with Scalata:
You transition from manual, siloed underwriting workflows to an integrated, AI-powered process that accelerates capital raising, enhances risk assessment, mitigates operational risks, and improves deal outcomes.
