Available
Structured Finance Outcomes
Track ownership changes, monitor borrower disclosures, and capture market context—with audit-ready evidence attached to every result.
Evidence Record
SourceSEC EDGAR 10-K
Filed2025-01-15T16:32:00Z
ExtractedRisk Factor §1A.4
Hasha3f8c2...91b7
VerifiedLineage traceable to source
What you get
Structured finance portfolios generate data from servicer reports, trustee statements, SEC filings, and rating agencies. CMD+RVL turns this into verified outcomes you can use immediately and defend later.
CMBS Ownership Monitor
Know who holds each CUSIP.
Track ownership changes across CMBS securities based on public fund disclosures. Get notified when positions shift, with evidence linking back to N-PORT filings.
See this outcome →Market Context Snapshots
Capture rates and curves at analysis time.
Freeze the market context that existed when you analyzed a prospectus—SOFR, Treasury curves, calendars—so you can explain and reproduce your assumptions later.
See this outcome →Borrower Disclosure Monitor
Detect disclosure drift.
Track when CLO borrower filings are amended, credit agreements change, or expected disclosures go missing—with evidence showing what changed and when.
See this outcome →How it works
We ingest public disclosures, normalize identifiers, track state changes, and deliver structured notifications—with clear documentation at every step.
Data sources
SEC filings (N-PORT, 10-K, 8-K), servicer reports, and Federal Reserve feeds. Each source is timestamped when ingested, with identifiers normalized using DealCharts.org mappings.State tracking
For each entity—CUSIP, borrower, deal—we maintain authoritative state and emit transitions when something changes. No silent updates, no stale data.01"Tell me when ownership changes for these CUSIPs."
02"Alert me when a CLO borrower amends their credit agreement."
03"Capture the rate environment when I analyze this prospectus."
04"Show me what we knew about this deal on a specific date."
From servicer reports to SEC filings, every data point traces to its source.
Start with an evaluation
Try any outcome for 14 days with your actual CUSIPs or borrowers.1
Choose an outcome
Pick from ownership monitoring, market context snapshots, or borrower disclosure tracking—based on what matters to your portfolio.2
Define your coverage
Provide CUSIPs, CIKs, or deal identifiers. Set thresholds for position changes or disclosure types you care about.3
Pick delivery
Choose email, Slack, or webhook. Each delivery includes structured data and a link to the Evidence Pack.4
Receive real results
For 14 days, get actual transitions on your entities with best-effort delivery. After the evaluation, we review together.5
Decide
If it fits, we propose a production plan with formal SLAs. If not, you've seen exactly how it works—no commitment.Common questions
What structured finance outcomes are available?
Three production-ready outcomes: CMBS CUSIP Ownership Monitor (tracks who holds each CUSIP via N-PORT filings), Prospectus Market Context Snapshot (captures rates, curves, and calendars at analysis time), and Borrower Disclosure Monitor (tracks CLO borrower filing changes).What data sources do you use?
SEC filings (N-PORT, 10-K, 10-Q, 8-K), Federal Reserve feeds (SOFR, Treasury curves), and public servicer data. All sources are timestamped and normalized using DealCharts.org identifier mappings.How is this different from Bloomberg or Intex?
Terminal services give you data access. CMD+RVL gives you verified outcomes—named results with evidence attached, delivered on schedule. Every result includes what you need to explain how it was produced.Can we track our specific CMBS portfolio?
Yes. During the 14-day evaluation, you provide your CUSIPs (up to 25) and we track ownership changes on your actual portfolio with real data.What's in an Evidence Pack?
Source filing links, accession numbers, disclosure timestamps, normalization steps, known limitations, and a delivery log. Everything needed to reconstruct what was known at any point in time.How do I get started?
Start a 14-day evaluation with your CUSIPs or borrowers. Real data, real artifacts, no commitment. After the evaluation, we review together and discuss production options if it's a fit.Built for structured finance teams
When deals get complex and questions come later, you need more than data access—you need evidence you can point to.
01
Audit-ready from day one
Every result includes sources, methodology, and timestamps. When questioned, the evidence is already there.02
One view for the whole team
Investment, risk, and compliance can reference the same ownership record, with clear provenance for each data point.03
History you can revisit
Every change is logged with evidence. Months later, you can still see what changed, when, and what disclosures supported it.CMBS & ABS
CLO Management
Credit Research
Portfolio Risk
Compliance