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Case Management

Track, document, and manage trust cases and compliance.

Payment Processing

Collect, reconcile, and distribute payments as per trust agreements.

Client Reporting

Provide regular reports and communication to beneficiaries and investors.

Deal Structuring

Design financial solutions and coordinate complex transactions.

Due Diligence

Review assets, model risk, and assess suitability for investment.

Portfolio Monitoring

Track cash flows, performance, and provide regular reports.

Asset Pooling

Gather and bundle loans or receivables for securitization.

Securities Issuance

Create and sell securities backed by the asset pool to investors.

Asset Pooling

Gather and bundle loans or receivables for securitization.

Securities Issuance

Create and sell securities backed by the asset pool to investors.

Ongoing Reporting

Provide regular performance updates and disclosures to investors.

Strategy Advice

Provide tailored financial or business strategies for client goals.

Risk & Compliance

Help assess risks and ensure regulatory compliance.

Performance Reporting

Track results and communicate progress to clients.

Asset Selection

Choose investments or assets to fit goals and risk limits.

Ongoing Monitoring

Track performance, risks, and make needed adjustments.

Reporting

Provide transparent updates and meet disclosure requirements.

Fund Accounting

Maintain financial records, calculate NAV, and prepare statements.

Investor Reporting

Provide financial updates, reports, and tax documents to investors.

Compliance & Cash Management

Manage capital calls, distributions, and ensure regulatory compliance.

Loan Structuring

Assess credit, structure and approve large corporate loans or credit lines.

Cash & Risk Management

Manage client cash flows, monitor credit risk, and ensure compliance.

Syndication & Advisory

Coordinate syndicated loans and advise on mergers, acquisitions, and financing.

Investment Management

Use diverse strategies like long/short, derivatives, and leverage to maximize returns.

Risk Management

Continuously monitor and hedge risks to protect fund value.

Investor Relations

Provide transparent reporting and maintain investor communications.

Direct Lending

Provide customized loans directly to companies, bypassing traditional banks.

Due Diligence

Thoroughly assess borrower creditworthiness and risks before lending.

Monitoring & Compliance

Track loan performance, enforce covenants, and manage risks.

Relationship Lending

Provide personalized loans and financial services to local individuals and businesses.

Community Support

Reinvest deposits locally to foster economic growth and support community projects.

Risk & Compliance Management

Oversee operations, monitor risks, and ensure regulatory adherence.

Capital Raising

Help companies issue stocks and bonds to raise funds.

Mergers & Acquisitions

Advise clients on buying, selling, and merging companies.

Underwriting

Buy and resell securities, assuming financial risk for the issuer.

Investment Analysis

Evaluate risk, return, and quality of securitized assets.

Portfolio Diversification

Access different asset classes and spread investment risk.

Income Collection

Receive principal and interest payments from underlying loans.

Loan Origination & Pooling

Originate eligible mortgages and form pools for securitization.

Compliance & Reporting

Submit required reports and certifications, and maintain regulatory compliance.

Servicing & Payments

Service the mortgage loans or manage sub-servicers, and ensure timely payments to investors.

Deal Structuring

Design financial solutions and coordinate complex transactions.

Due Diligence

Review assets, model risk, and assess suitability for investment.

Portfolio Monitoring

Track cash flows, performance, and provide regular reports.

Deal Structuring

Design financial solutions and coordinate complex transactions.

Due Diligence

Review assets, model risk, and assess suitability for investment.

Portfolio Monitoring

Track cash flows, performance, and provide regular reports.

Scalata is an AI-driven finance automation platform tailored for financial use cases use compliant Agentic and Data Governance AI. Our solution transforms complex analysis processes, reducing weeks of
work to mere hours.

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Headquarters New York USA, 295 Madison Avenue, 10017: Tel +1 201 713 8899

Europe: Milan, Italy, Corso Venezia 8, 20121: Tel +39 02 30066362 and +39 338 8756716