All industriesStructured 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.

AutomatedAsset pooling & loan tape generation
↓ 80%Reduction in manual reporting time
End-to-endDeal lifecycle & securitization workflow
SOC 2Compliant & data governance ready
How it works

The 4-step solution journey

  1. 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 dataManual cash flow modelingSlow investor reportingRemittance tracking gaps
  2. 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 AILoan tape ingestionTranche & waterfall parsingUnified deal repository
  3. 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 AICash flow waterfall analysisCollateral risk assessmentTranche yield modeling
  4. 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 monitoringRemittance reconciliationInvestor disclosure draftingServicing alertsAI 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
  • 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
  • Deal summaries and structured credit memos
  • Cash flow models and waterfall analyses
  • Collateral performance and risk assessments

Turn weeks of credit analysis into minutes

Join the credit and structured-finance teams replacing manual workflows with compliant, agentic AI.

Contact Sales