For Banks, Non Banking Lenders, Private Credit, Private Equity, Venture Debt, Real Estate, Infrastructure Funds.
The system stores, integrates, digitises, and maintains searchable documents with metadata.
The platform uses AI to extract, standardise financial data accurately.
Lisa provides accurate, real-time financial insights, Portfolio loans & monitor covenants effectively.
FINANCIALS STATEMENTS
Highly precise extraction of Balance sheet, Income statement & Cashflow statement.
Custom Period Support (1m / 3m / 6m /12 m)
Consolidated Vs Standalone
Support for any file format ( Xlsx , pdf, image, scanned documents)
Understanding of Accounting standard, Audit type.
Ratios/Trend analysis
We support any table structure
MULTI-DOCUMENT SUPPORT
Covenant Declarations
MIS/KPIs
Interest Payments
Loan Agreement
CLO Agreement
CIMs (Confidential Information Memorandum)
PE Teasers
“Simplified Document Analysis
with Our AI Platform ”
Products
