Product 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:

1. 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.

2. 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.

3. Comprehensive Data Validation: Cascade employs rigorous validation checks to ensure all data is accurate and reliable. Users receive comprehensive reports that help identify any data concerns, enabling high-quality analyses and decision-making.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.