Agent-Ready Structured Finance
Every desk deserves reinforcements
The promise of AI isn’t another place to ask questions. It’s the ability to move complex work forward—with the data, domain expertise, calculations, and controls the work demands.
Put AI to work inside dv01
dv01’s AI Assistants handle repeatable, document-intensive work inside the platform. Outputs remain editable and source-linked, so your team can review, refine, and complete the work.
Use dv01’s AI Assistants to:
- Structure securitizations and forward-flow transactions
- Configure new credit facilities
- Produce warehouse performance reports
- Compare borrowing base reports
Bring dv01 intelligence into your stack
Use the dv01 MCP to connect supported AI applications and internal agents to licensed dv01 data and analytical tools. Ask questions, run analyses, and receive structured results without building a custom integration or adopting another interface.
Your agent works through dv01’s semantic layer, which connects standardized definitions, financial relationships, and domain context—not raw tables stripped of their meaning.
Use MCP for:
- Collateral analysis
- Performance surveillance
- Cashflow modeling
dv01 AI in action
See how dv01 turns documents and prompts into review-ready work, grounded analysis, and structured financial results.
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Go from credit agreement to first report—faster
- Upload a credit agreement and loan data
- AI Assistant extracts key terms, configures the facility, and prepares the initial report
- Review source-linked values, resolve flagged items, and approve the facility and report
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Build a modeled structure from your deal documents
- Upload deal documents to draft the structure, tranches, fees, accounts, and payment priority
- Review and refine every element before the structure is finalized
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Monitor portfolio performance without leaving your tools
- Prompt your LLM to analyze delinquency, loss, CPR, and CDR
- Stratify collateral across any loan attribute
- Receive direct answers, supporting tables, and structured data
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Turn scenarios into structured waterfall results
- Ask your agent to model prepayment, default, rate, or pricing assumptions
- Analyze the impact across bonds and tranches
- Receive structured results your agent can interpret and reuse
Why dv01
AI backed by dv01 infrastructure and asset-backed finance expertise
dv01’s AI capabilities are integrated with the data, analytics, and workflows that structured finance teams already rely on. This gives built-in agents and MCP-connected agents the foundation to configure facilities, structure deals, produce reporting, analyze collateral, and model cashflows.
Structured data foundation
Standardized loan-level data organized for analysis.
Purpose-built workflow intelligence
dv01 methodologies, analytical tools, and workflow logic guide how agents complete specialized financial work.
Built on reputable experience
Over a decade of working with loan-level data and complex credit workflows inform every dv01 AI experience.
Governance and control
Permissioned data access, source traceability, editable outputs, and human review where it matters.
