--- title: Platform Features description: Cascade is a comprehensive data management and financial analysis platform designed to streamline the complexities of asset management, lending operations, and investment oversight. By leveraging adva --- [Skip to content](https://knowledgebase.cascadedebt.com/platform-features#main-content) English Show submenu for translations [Customer portal](https://support.cascadedebt.com/tickets?hsLang=en) ![cascade-lockup-dark.png\]](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/Logos%20(new)/cascade-lockup-dark.png?height=40&name=cascade-lockup-dark.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://support.cascadedebt.com/tickets) - Go to www.cascadedebt.com Go to www.cascadedebt.com How can we help you? - There are no suggestions because the search field is empty. 1. [Cascade Debt Knowledge Base](https://knowledgebase.cascadedebt.com/?hsLang=en) 2. [General](https://knowledgebase.cascadedebt.com/general?hsLang=en) # Platform Features ## Cascade is a comprehensive data management and financial analysis platform designed to streamline the complexities of asset management, lending operations, and investment oversight. By leveraging advanced data integration capabilities, Cascade provides users with robust tools to manage, analyze, and report on financial and operational data across various asset classes. Here's a closer look at what Cascade offers: **AI Insights On Demand:** Cascade Analyst sits on top of your portfolio and answers questions in plain English across analytics, deal data and facility documents. Every answer is scoped to the user's permissions and carries a full trace of the tools and data behind it, so insight is auditable rather than opaque. **Advanced Data Integration:** Cascade integrates raw, unprocessed data from multiple sources—including sophisticated databases, loan management systems, and spreadsheets—ensuring users have access to real-time, accurate information. This daily refresh capability enhances insights and facilitates informed decision-making. **Loan Tape Cracking and Analysis:** The platform offers a premium service for loan tape analysis, providing standardized insights across diverse asset classes. Cascade meticulously analyzes raw transaction data to rebuild essential financial calculations, enhancing the reliability of financial insights for portfolio optimization. **Comprehensive Data Validation:** Cascade employs rigorous validation checks across business logic, missing and duplicate records, reconciliation and data drift, so that every figure can be traced back to the raw data. Failures are graded by severity, explained test by test, and available at record level with on-demand export. Document Validation and Bank Reconciliation results sit alongside the loan data in the same place. **Dynamic Financial Dashboards:** Users benefit from interactive dashboards that allow quick access to key performance indicators, compliance metrics, and financial health. Dashboards can be customized to focus on specific deal elements, such as collateral changes and bank utilization. **Advanced Cohort and Vintage Analytics:** Analytics Pro extends the standard dashboards with portfolio-level charge-off, delinquency and prepayment curves and quarterly vintage analysis, so performance can be read by origination cohort rather than only in aggregate. **Efficient Reporting Tools:** Cascade facilitates the creation of customized reporting templates and data exports, enabling standardized reporting across multiple facilities. This streamlining helps maintain compliance and enhances transparency. **Borrowing Base Management:** Cascade provides robust tools for calculating borrowing bases and optimizing asset assignments across multiple facilities, ensuring loans are allocated appropriately while minimizing risks related to over-concentration. **Proactive Notifications:** Users receive alerts for critical events, such as borrowing base deficiencies or overdue reporting, enhancing accountability and enabling timely action to maintain compliance. Alerts are rule-based, so each user can scope frequency and subject matter by company. **Comprehensive Auditing Features:** Cascade offers detailed cash audits and underwriting audits that oversample suspicious transactions, ensuring thorough scrutiny and allowing borrowers to upload supporting documents for review. **User-Friendly Collaboration:** With unlimited user seats and customizable access permissions, Cascade fosters collaboration among all stakeholders, ensuring sensitive information is securely managed while allowing seamless teamwork. Permissions can be set per page and per analytics category, or copied wholesale from an existing user. **Innovative Financial Tools:** The platform includes features such as financial covenant calculations, dynamic cash flow reports, and shadow facilities for testing amendments, enhancing overall financial management and strategic decision-making. **Transparent Onboarding:** Both parties can see exactly where an implementation stands. The Onboarding Progress tracker breaks data onboarding and facility onboarding into their constituent steps, shows what is complete and what is awaited, and carries notes against each stage. See [**Product Features table**](https://knowledgebase.cascadedebt.com/platform-features-descriptions?hsLang=en) with more details. - [Getting started](https://knowledgebase.cascadedebt.com/getting-started?hsLang=en) - [General](https://knowledgebase.cascadedebt.com/general?hsLang=en) - [Onboarding](https://knowledgebase.cascadedebt.com/onboarding?hsLang=en) - [Data Definitions & Schema](https://knowledgebase.cascadedebt.com/data-definitions-schema?hsLang=en) - [Integrations](https://knowledgebase.cascadedebt.com/integrations?hsLang=en) - [Analytics](https://knowledgebase.cascadedebt.com/analytics?hsLang=en) - [Manage](https://knowledgebase.cascadedebt.com/manage?hsLang=en) - [Deal Infrastructure/Master Servicing](https://knowledgebase.cascadedebt.com/deal-infrastructure-master-servicing?hsLang=en) - [Reports](https://knowledgebase.cascadedebt.com/reports?hsLang=en) - [AI Analyst](https://knowledgebase.cascadedebt.com/ai-analyst?hsLang=en) [![](https://knowledgebase.cascadedebt.com/hs-fs/hubfs/Logos%20(new)/cascade-lockup-dark.png?width=2000&height=475&name=cascade-lockup-dark.png)](http://www.cascadedebt.com) Copyright © 2026, Cascade Debt