Structured Finance & Securitization

Automate Pooling, Issuance
& Ongoing Reporting

Structured finance workflows involve complex transactions, fragmented data sources, and intensive manual analysis across deal structuring, diligence, and ongoing monitoring. Scalata's agentic AI platform unifies every step — from asset pooling and deal structuring to investor reporting and performance surveillance.

Automated
Asset pooling & loan tape generation
↓ 80%
Reduction in manual reporting time
End-to-end
Deal lifecycle & securitization workflow
SOC 2
Compliant & data governance ready
HOW IT WORKS — 4-STEP SOLUTION JOURNEY
1

Confronting Complexity Across the Deal Lifecycle

Structured finance teams face fragmented data across issuers, servicers, trustees, and investors. Manual processes for asset pooling, cash flow modeling, and remittance tracking create bottlenecks, errors, and reporting delays — limiting deal velocity and investor transparency.

Fragmented deal data Manual cash flow modeling Slow investor reporting Remittance tracking gaps
2

Building a Unified Structured Finance Data Core

Scalata ingests and structures every deal document — loan tapes, offering materials, credit agreements, tranche schedules, and servicing reports — into a single searchable repository. Issuers, asset holders, and securitization investors all get a real-time, comprehensive view of every deal and asset pool.

Document AI Loan tape ingestion Tranche & waterfall parsing Unified deal repository
3

Activating Interactive Deal & Portfolio Analytics

Deal teams, portfolio managers, and investors query cash flow waterfalls, collateral performance, tranche yields, and risk exposure via conversational AI — receiving precise, actionable insights instantly. Due diligence cycles compress and investment committee materials are generated in hours, not days.

Conversational AI Cash flow waterfall analysis Collateral risk assessment Tranche yield modeling
4

Full Automation with Proactive AI Agents

Scalata's AI agents automate ongoing asset pool monitoring, remittance reconciliation, servicing performance alerts, and periodic investor reporting. The platform generates standardized loan tapes, offering materials, and performance disclosures — enabling issuers, trustees, and servicers to scale without proportional headcount growth.

Asset pool monitoring Remittance reconciliation Investor disclosure drafting Servicing alerts AI Agents

Strategic Outcome

You evolve from a fragmented, document-intensive securitization process into a streamlined, data-driven operation. Deal structuring accelerates, investor transparency improves, and ongoing monitoring becomes proactive rather than reactive — all without a commensurate increase in headcount.

WHO SCALATA SERVES IN THIS VERTICAL
Securitization issuers structuring & selling asset-backed securities
Asset holders monitoring collateral performance & risk exposure
Servicers & trustees managing payments, remittances & compliance
Securitization investors analyzing tranche yields & cash flows
Mortgage issuers & brokers managing origination through securitization
Deal teams & portfolio managers overseeing structured credit
WHAT YOU CAN GENERATE USING SCALATA
Deal summaries and structured credit memos
Cash flow models and waterfall analyses
Collateral performance and risk assessments