EnFi Portfolio Monitoring & Risk Analysis

This concept extracts critical financial data, monitors covenants, generates annual reviews, and delivers actionable insights, all within one integrated platform that protects the client’s portfolio.

Benefits:

• Identify strengths and weaknesses and conduct a risk assessment by evaluating both historical performance and forward-looking indicators, providing contextual insights that inform better lending decisions.

• Faster reviews transform days of report preparation into hours with consistent documentation quality.

• Extract and normalize financial data from any document format.

• Aggregate documents, data, and analysis into formatted documents that include key insights and narratives that are editable by the user (Term Sheets, Investment Memos, Credit Memos, Annual Reviews).