AI CLO Surveyor

Transform the review and analysis of Collateralized Loan Obligation (CLO) documents, to simplify deal decision-making for portfolio managers.

Streamline the processing of CLO documents by extracting and comparing information critical for decision-making in minutes
Enhance the consistency of document analysis to increase the reliability of investment decisions for various CLOs
Scale the expertise of portfolio managers, empowering them to advise on more CLO investment opportunities

Start Your Gen AI Journey!

Solution Overview

AI CLO Surveyor is a GenAI-powered solution for at-scale processing of Collateralized Loan Obligations — complex financial products that require thorough analysis prior to making investment decisions. Built on AWS, the solution leverages LLMs that are trained on datasets curated by Provectus’ domain experts, including diverse financial and legal documents required for accurate CLO analysis.

The GenAI solution is an information management system that can extract, process, and compare critical deal terms, features, and conditions from financial and legal documents involved in a CLO investment decision. The solution identifies answers to 100 predefined legal questions, to be reviewed by domain experts before they are made available to portfolio managers as a downloadable report in the UI.

AI CLO Surveyor is a powerful assistant for any domain expert who is looking to review and verify the insights extracted from CLO documents, to quickly prepare detailed reports for portfolio managers, enabling them to streamline and scale decision-making on investment opportunities.

Types of documents that can be processed by GenAI:

CLO Offering Circular (OC)
Offering Memorandum (OM) / Prospects
Indenture
Collateral Management Agreement
Various underlying loan documentation (e.g. loan credit agreements)
Performance and structuring reports
Stress testing and risk analysis documents
Various legal and compliance documents

How It Works

AI CLO Surveyor streamlines the processing, review, and analysis of highly complex, unstructured financial and legal documents, enabling the transfer of profound domain expertise of subject matter experts and portfolio managers. It extracts key insights and prepares answers to predefined legal questions, which domain experts review before generating an investment report. Once validated, the insights are made available to portfolio managers, with all relevant data accessible in the solution’s UI.

Target KPIs

Transform your CLO document management operations with measurable improvements across key metrics, delivering unprecedented agility, flexibility, efficiency, and scalability in AI-automated document processing.

90-95%

Automation of report
preparation work

5-10X

Improvement in
time-to-value for
portfolio managers

50-100X

More CLOs processed
thanks to GenAI

Getting Started with Provectus

Start your AI transformation today with our proven AI adoption framework. Explore our comprehensive GenAI offerings on AWS Marketplace and accelerate your journey from use case discovery to production deployment.

Featured Experts

Oleg Blokhin

Global Head, Financial Services Practice

Serves financial services clients on strategy, digital and AI transformation, and growth empowerment.

Nicolas Dahbi

Senior Director, Financial Services

Helps financial institutions transform their business and operating models through AI innovation and data analytics.

Peter Crosbie

Executive Director, Financial Services

Advises financial organizations on investment banking strategies, risk management and compliance solutions.

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