Loan File Assembly for Investment Banking Analysts with Capital IQ
The Problem
A Investment Banking loan file needs income docs, asset statements, credit, appraisal, and 20 disclosures — and half of them come in wrong the first time.
What We Build in Capital IQ
AI ingests each document into Datasite, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Capital IQ — uses the native API or agent integration so nothing leaves the system of record.
Capital IQ Integration Approach
Audit your Capital IQ configuration
We map the specific Capital IQ objects, custom fields, and workflows the automation needs to touch for your investment banking practice.
Build on the Capital IQ API or agent
Integration happens inside Capital IQ — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Capital IQ with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Capital IQ instance
30-minute call. We'll look at your actual Capital IQ setup and show exactly how this workflow fits.