Investment teams

Special situations.
An orchestrated workflow.

Orchestrate research across complex capital structures, liability-management exercises, and competing recovery scenarios — with every valuation assumption explicit and every claim traced to its governing document.

Event chronology agentCapital structure analystRecovery modeling engineEvidence verification agent
All workflows
01

Reconstruct the record

The chronology agent assembles filings, 8-Ks, lender communications, and amendments into a dated, source-linked timeline, resolving entities across the corporate family tree.

02

Map the claims

The capital structure analyst drafts a map of first- and second-lien facilities, notes, guarantees, collateral packages, maturities, and intercreditor priorities — highlighting uptier, drop-down, and double-dip vulnerabilities for counsel.

03

Model the recovery waterfall

A deterministic engine runs recovery sensitivities across enterprise-value scenarios using team-supplied assumptions, identifies the fulcrum security, and shows which inputs drive each outcome, including DIP sizing and priming risk.

04

Track the catalyst

The system maintains a catalyst checklist — forbearance deadlines, interest payment dates, plan milestones — and refreshes the situation brief as new evidence is retrieved.

Human-in-the-loop control

Analysts own every valuation assumption; counsel confirms lien priority and enforceability. No trading action is ever initiated by an agent, and MNPI remains behind the firm’s information barriers.

Your next chapter

Extraordinary work.
Collective intelligence.

See what an orchestrated agent team can do inside your investment process.

Schedule a technical briefing