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Category: Core

ABA Landing Page — Private Credit: Asset-Backed Finance Analytics

Private Credit:
Asset-Backed Finance Analytics

AI-Powered Surveillance, Data Collection & Cashflow Modeling for Scalable Portfolio Management

Get a free trial or demo

THE PROBLEM: Private credit ABF portfolios are diverse and complex, encompassing various collateral types, structural features, and data formats. Traditional portfolio and risk management workflows remain fragmented and manual, creating inefficiencies that constrain growth.

RiskSpan's ABF Private Credit Solution

Introducing the only end-to-end solution for private credit deal modeling, portfolio surveillance, and risk management, enabling investors to optimize decision-making and scalability.

AI-Driven Data Extraction & Structuring

Turn Unstructured Deal Data into Actionable Intelligence

  • Automated document processing extracts key terms, conditions, and structural details from loan and deal documents.
  • AI-powered data validation minimizes human error and ensures accuracy in portfolio analytics.
  • Standardized data models integrate with Snowflake for seamless analysis.
  • Extracted deal structures, waterfalls, triggers, and covenants drive accurate cashflow modeling, portfolio surveillance, and reporting.

Advanced Cash Flow Modeling for Private Credit Portfolios

Scalable, Customizable AI-Powered Cash Flow Analytics

  • AI-generated open-source cash flow modeling provides a customizable starting point for deal structuring.
  • Custom security ID integration ensures seamless tracking in RiskSpan’s Edge Platform.
  • Scenario-based forecasting & pricing analytics deliver insights tailored to private credit portfolios.
  • Automated API access streamlines portfolio monitoring and cashflow analysis.

Private Credit Portfolio Risk & Surveillance

Comprehensive Risk Management & Real-Time Monitoring

  • Run daily pricing & risk analytics across public and private assets in a single framework.
  • Loan-level risk assessments enhance portfolio granularity and accuracy.
  • Automate covenant tracking & remittance report ingestion to monitor deal performance and triggers in real-time.
  • Custom stress testing & scenario analysis tailored to private credit portfolios.

Resi Loan Investor? We Have You Covered There, Too!

Riskspan
  • Outsource the Heavy Lifting of Consolidating and Mapping Servicer Data: Powered by Smart Mapping and Optimized QC rules, RiskSpan automates data ingestion across multiple servicers and data sources:
  • Dynamic Query/Filter Loan Data and Historical Performance Metrics:  Analyze loan data using query/filter and custom composition reports; Generate customized data visualization reports
  • Loan Bid Analysis Trading Quality Risk Models, Loan-Level Valuations: RiskSpan has purpose-built tools and models to support active buyers/sellers of whole loans  
     
  • Portfolio Risk Management Powerful Scalability for Daily Analytics.

Why Private Credit Investors Choose RiskSpan

  • Eliminate manual surveillance bottlenecks that delay critical performance insights.

  • Improve loan acquisition & investor reporting workflows with AI-powered automation.

  • Proven success supporting asset managers, insurance firms, and private credit funds.

  • Seamless integration with existing risk management and portfolio reporting frameworks.

Unlock the Power of AI for Private Credit Investing

📩 Contact us today to schedule a demo and streamline your private credit analytics.
🔗 Request a Demo

Product Summary

Introductory Presentation (coming soon)

Model Documentation (coming soon)

Built for Speed, Scale and Affordability

Cloud-Native for 15 Years

Get a Free Trial or Demo

Resources

view all

Private Credit Investors

reuse_tax_query=1 tag=”exclude” operator=”NOT IN”]


Insurance Solutions

Insurance Solutions

Unlock the power of your portfolio with unified data, AI-driven analytics, and deep risk insights

Ready to see it in action?

What's holding your portfolio back?

Managing diverse portfolios across asset types and jurisdictions is hard. Data is scattered. Surveillance is manual. Risk and investment decisions are disconnected.

RiskSpan changes that.

Our end-to-end platform gives insurers the tools to streamline operations, stay compliant, and optimize returns across public and private credit.

What we solve

Fragmented Data. Unified.

The Problem: Inconsistent, siloed data slows decisions and creates risk.
Our Fix: RiskSpan’s platform ingests, normalizes, and connects all your data—from loans and bonds to private credit and structured products.

  • Clean data. Cloud-native. Instantly available.

  • Snowflake and Databricks-ready.


Compliance Without the Headache

The Problem: Managing RBC, CECL, and global regulatory requirements is complex and time-consuming.
Our Fix: Multi-framework regulatory and capital modeling, audit-ready CECL tools, and scenario-based stress testing.

  • SOC 1 and SOC 2 certified

  • Full coverage of loans and securities

Surveillance that Saves Time

The Problem: Manual Excel processes delay insight and cost money.
Our Fix: Automated surveillance, real-time pricing, and stress testing—all in one platform.

  • Save 3 weeks/month and $1.5MM/year

  • Real-time dashboards and alerts


Smarter Scenarios Across All Assets

The Problem: No way to consistently assess risk across asset classes.
Our Fix: Scenario and risk analytics—tailored to your portfolio and powered by macro data from S&P and beyond.

  • VaR, tail risk, correlation, credit risk

  • Loan-level granularity. Climate and geopolitical risk ready.


One Connected Investment + Risk Workflow

The Problem: Investment and risk teams use different tools and speak different languages.
Our Fix: One platform for portfolio surveillance, trade support, ALM, and pricing.

  • Pre-trade credit memos through post-trade surveillance

  • API, dashboard, and reporting access for every team

“We went from spreadsheet chaos to a real-time view of our private deals. Closed more deals, with better risk controls.”
Head of Investment Risk
55B AUM Life Insurer

What's under the hood

  • AI-Powered Document Parsing & Deal Modeling

  • End-to-End CECL Processing

  • Regulatory Reporting Engine

  • Cross-Asset Stress Testing

  • SOC 2 Secure + Cloud Native

  • Easy API + Web UI Access

AI-Driven Data Extraction & Structuring

Turn Unstructured Deal Data into Actionable Intelligence

  • Automated document processing extracts key terms, conditions, and structural details from loan and deal documents.
  • AI-powered data validation minimizes human error and ensures accuracy in portfolio analytics.
  • Standardized data models integrate with Snowflake for seamless analysis.
  • Extracted deal structures, waterfalls, triggers, and covenants drive accurate cashflow modeling, portfolio surveillance, and reporting.

Advanced Cash Flow Modeling for Private ABF Portfolios

Scalable, Customizable AI-Powered Cash Flow Analytics

  • AI-generated open-source cash flow modeling provides a customizable starting point for deal structuring.
  • Custom security ID integration ensures seamless tracking in RiskSpan’s Edge Platform.
  • Scenario-based forecasting & pricing analytics deliver insights tailored to private credit portfolios.
  • Automated API access streamlines portfolio monitoring and cashflow analysis.

Private ABF Portfolio Risk & Surveillance

Comprehensive Risk Management & Real-Time Monitoring

  • Run daily pricing & risk analytics across public and private assets in a single framework.
  • Loan-level risk assessments enhance portfolio granularity and accuracy.
  • Automate covenant tracking & remittance report ingestion to monitor deal performance and triggers in real-time.
  • Custom stress testing & scenario analysis tailored to private credit portfolios.

Why Insurers Choose RiskSpan for Private ABF Analytics

  • Eliminate manual surveillance bottlenecks that delay critical performance insights.

  • Improve loan acquisition & investor reporting workflows with AI-powered automation.

  • Proven success supporting asset managers, insurance firms, and private credit funds.

  • Seamless integration with existing risk management and portfolio reporting frameworks.

Unlock the Power of AI for Private Credit Investing

📩 Contact us today to schedule a demo and streamline your private credit analytics.
🔗 Request a Demo

Product Summary

Introductory Presentation (coming soon)

Model Documentation (coming soon)

Built for Speed, Scale and Affordability

Cloud-Native for 15 Years

Get a Free Trial or Demo

Resources

view all

Private Credit Investors

reuse_tax_query=1 tag=”exclude” operator=”NOT IN”]


Private Credit: Asset-Backed Finance Analytics

Private Credit:
Asset-Backed Finance Analytics

AI-Powered Surveillance, Data Collection & Cashflow Modeling for Scalable Portfolio Management

Get a free trial or demo

THE PROBLEM: Private credit ABF portfolios are diverse and complex, encompassing various collateral types, structural features, and data formats. Traditional portfolio and risk management workflows remain fragmented and manual, creating inefficiencies that constrain growth.

RiskSpan's ABF Private Credit Solution

Introducing the only end-to-end solution for private credit deal modeling, portfolio surveillance, and risk management, enabling investors to optimize decision-making and scalability.

AI-Driven Data Extraction & Structuring

Turn Unstructured Deal Data into Actionable Intelligence

  • Automated document processing extracts key terms, conditions, and structural details from loan and deal documents.
  • AI-powered data validation minimizes human error and ensures accuracy in portfolio analytics.
  • Standardized data models integrate with Snowflake for seamless analysis.
  • Extracted deal structures, waterfalls, triggers, and covenants drive accurate cashflow modeling, portfolio surveillance, and reporting.

Advanced Cash Flow Modeling for Private Credit Portfolios

Scalable, Customizable AI-Powered Cash Flow Analytics

  • AI-generated open-source cash flow modeling provides a customizable starting point for deal structuring.
  • Custom security ID integration ensures seamless tracking in RiskSpan’s Edge Platform.
  • Scenario-based forecasting & pricing analytics deliver insights tailored to private credit portfolios.
  • Automated API access streamlines portfolio monitoring and cashflow analysis.

Private Credit Portfolio Risk & Surveillance

Comprehensive Risk Management & Real-Time Monitoring

  • Run daily pricing & risk analytics across public and private assets in a single framework.
  • Loan-level risk assessments enhance portfolio granularity and accuracy.
  • Automate covenant tracking & remittance report ingestion to monitor deal performance and triggers in real-time.
  • Custom stress testing & scenario analysis tailored to private credit portfolios.

Resi Loan Investor? We Have You Covered There, Too!

Riskspan
  • Outsource the Heavy Lifting of Consolidating and Mapping Servicer Data: Powered by Smart Mapping and Optimized QC rules, RiskSpan automates data ingestion across multiple servicers and data sources:
  • Dynamic Query/Filter Loan Data and Historical Performance Metrics:  Analyze loan data using query/filter and custom composition reports; Generate customized data visualization reports
  • Loan Bid Analysis Trading Quality Risk Models, Loan-Level Valuations: RiskSpan has purpose-built tools and models to support active buyers/sellers of whole loans  
     
  • Portfolio Risk Management Powerful Scalability for Daily Analytics.

Why Private Credit Investors Choose RiskSpan

  • Eliminate manual surveillance bottlenecks that delay critical performance insights.

  • Improve loan acquisition & investor reporting workflows with AI-powered automation.

  • Proven success supporting asset managers, insurance firms, and private credit funds.

  • Seamless integration with existing risk management and portfolio reporting frameworks.

Unlock the Power of AI for Private Credit Investing

📩 Contact us today to schedule a demo and streamline your private credit analytics.
🔗 Request a Demo

Product Summary

Introductory Presentation (coming soon)

Model Documentation (coming soon)

Built for Speed, Scale and Affordability

Cloud-Native for 15 Years

Get a Free Trial or Demo

Resources

view all

Private Credit Investors

reuse_tax_query=1 tag=”exclude” operator=”NOT IN”]


Who We Are

Meet Our Team of Data-driven Problem Solvers

Seeking to create transformative technology that streamlines and reduces the cost of using data and analytics to evaluate risk and make investment decisions

Meet Our Team of Data-driven Problem Solvers

Our Mission

Our mission is to be the most trusted and comprehensive source of data and analytics for loans and structured finance investments.

Our Story

Founded

Established as successful but separate consulting and technology firms in the residential mortgage, MBS trading, and structured finance space.

Re-Imagined

Merged and re-imagined to leverage people plus technology to address complex client needs during the world-wide financial crisis.

Empowered

Envisioning a streamlined lending and structured finance marketplace by investing in the latest data technology.

Our Team

We strive to unlock financial opportunities for all by driving transparency in structured finance.
Our vision is to be the analytical hub of the structured finance and private credit ecosystem.

Leaders

Bernadette Kogler

Co-Founder & CHIEF EXECUTIVE OFFICER


Suhrud Dagli

Co-Founder, CHIEF TECHNOLOGY OFFICER & CHIEF INNOVATION OFFICER


Scott Anderson

Head of analytics

 


David Andrukonis

Senior Managing Director, BUSINESS DEVELOPMENT


Akash Agrawal photo

Akash Agrawal

Head of Sales Engineering


Patricia Black

CHIEF OPERATING OFFICER


Patrick Doherty

HEAD OF PLATFORM DELIVERY


Raj Dosaj

Chief Reveune Officer


Daniel Fleishman

Senior Managing Director, Client Success


Pat Greene

Senior Managing Director & SME, Consulting


Janet Jozwik

senior managing director, product innovation


Chris Kennedy photo

Chris Kennedy

Director of Sales


Dan Kim

Senior managing director, Consulting


Frank Lobo

Managing Director, Client Success


Ankit Mohan

Head of AI Modeling


Tom Pappalardo

Head of CONSULTING


Jen Press photo

Jen Press

Chief Strategy Officer


Derek Ross

CHIEF ADMINISTRATIVE OFFICER


Shalini Rossett

Head of Talent Acquisition


Divas Sanwal

Head of Modeling


Joseph Sturtevant

Head of Valuation


Praveen Vairavan

Head of Product Engineering


Timothy Willis

Head of Marketing & Communications


Board of Directors

Peter Cooper

Chairman of the Board, Executive Chairman, Cooper and Company


Bernadette Kogler

Chief Executive Officer


Suhrud Dagli

Co-Founder and Fintech Lead


Adam Mikkelsen

Principal, Cooper and Company


Faith Schwartz

PRESIDENT, HOUSING FINANCE STRATEGIES


Edward Albrigo

Chief Operating Officer, Paladin Capital Group


Advisory Board

Ted Janulis

Founder and Principal, Investable Oceans

David Hisey

CFO and Treasurer, Stewart Information Services

Ronald Weibye

Co-Founder, Aperio Capital Management, LLC

Devajyoti “Doc” Ghose

Advisor, Kah Capital Management

Brian Watson

Independent Advisor

Dan Goodwin

Independent Advisor

John Britti

Executive Vice President at Ocwen Financial Corporation

Amy Crews Cutts

President at AC Cutts and Associates LLC

Resources

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Article


Join the RiskSpan team.

If you’re passionate about innovative technology and data management, we invite you to learn more about the growing opportunities here at RiskSpan.

SEE OUR OPEN POSITIONS

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MSR Documentation

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MSR Presentation Form

MSR Introductory Presentation

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Loans LP

Loan and Private Credit Investors

Resi | Non-QM | MSR | Consumer | Auto | Commercial

  • Quickly ingest pools, run predictive analytics, and optimize buy/sell strategies.

  • Integrate analytics across front and middle office workflows

  • Leverage historical performance data for better risk management and pricing

  • Connect directly with trading systems

  • Customize and seamlessly integrate into traders’ existing processes

Get a free trial or demo

Product Summary

Introductory Presentation (coming soon)

Model Documentation (coming soon)

Built for Speed, Scale and Affordability

Cloud-Native for 15 Years

Get a Free Trial or Demo

Resources

view all

Private Credit Investors

reuse_tax_query=1 tag=”exclude” operator=”NOT IN”]


MSR LP

MSR Buyers & Sellers

Eliminate Missed Opportunities and Costly Pricing Errors

  • Get complete coverage, including Agency, FHA/VA & Non-QM

  • Understand cohort-specific CPR trends relevant to your MSR sale or portfolio

  • Go beyond cohort-level valuation with loan-level, trading-quality prepayment and credit models

Get a free trial or demo

Product Summary

Introductory Presentation

Model Documentation

Built for Speed, Scale and Affordability

Cloud-Native for 15 Years

Get a Free Trial or Demo

Resources

view all

MSRs



Loans and MSRs LP

Unlock Loan and MSR Value

Easy loan-level analysis for better identification of retention opportunities and smarter portfolio management

 

Get a free Trial or Demo

Get a Free Trial or Demo

Advanced Loan-Level MSR Cash Flow Engine and Analytics

  • Industry-leading cash flow engine allows for full transparency and control of income and expense assumptions at a granular level including recapture rates

  • Full/excess MSR cash flow engines and prepay/credit models run at loan level across Conventional/Ginnie/Private-label MSRs

  • Forecasts include detailed MSR component cash flows, option-adjusted valuations, and risk/scenario metrics

  • Results can be viewed across various pre-canned or custom segmentations

Interactively Query/Filter Loan Data and Historical Performance Metrics

(Direct Data Access via Snowflake Also Available)

Access interactive Edge Loans module: 

    • Create Composition reports
    • Query/filter loan data
    • Extract loan data for external constituents

Report on historical performance and filter performance metrics across dimensions:

    • Prepayment
    • Default
    • Recapture rates

Leverage suite of customized data visualization reports (via Tableau)

MSR Bid Analysis – Fast Tape Cracking for Loan-Level Forecasting

Powered by Smart Mapping tools and Configurable QC, RiskSpan streamlines and automates MSR data ingestion across multiple servicers and data sources:

  • Quickly load and map portfolios from different counterparties

  • Apply machine learning model that accounts for past experience

  • Leverage RiskSpan’s recommended QC rules and backup values

  • Access QC audit reports showing mapping choices and exceptions

  • View MOM data QC visualization reports

MSR Portfolio Risk Managment (Risk as a Service)
Comprehensive Solution for Daily MSR and Hedge Valuation/Analytics

Leverage modern technology and a managed service approach for reliable and timely daily MSR valuation and risk analytics 

  • Automated, overnight run process allows for on-time delivery of daily analytics run at the loan-level

  • Incorporates QC checks to ensure high quality of results/reports

  • Flexible approach to incorporating custom model dials and MSR assumptions

  • Options available to run at a repline-level to facilitate extensive scenario analyses in fastest time possible

Leverage modern technology and a managed service approach for reliable and timely daily MSR valuation and risk analytics 

Contact us to learn more, get a free demo, or request a free trial

learn more

Resources

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Article


How reliable is your data?

Our team of quants and data
scientists is available on demand
to provide custom support.

LEARN ABOUT OUR SERVICES

Get Started Consulting

RiskSpan Consulting Services

The preeminent solutions for modern investment in structured finance, loans and private credit
DATA SOLUTIONS
  • Data Quality Assurance

  • Data Pipes/Framework Engineering

  • Data Science and ML Services

MODELING SOLUTIONS
  • Securitization

  • Portfolio Analysis

  • Model Risk Management

  • Model Builds

CLOUD SOLUTIONS
  • Application Modernization

  • Cloud Data Migration

  • Snowflake Integration

Consulting Snowflake-Services
CLOUD SOLUTIONS
  • Application Modernization

  • Cloud Data Migration

  • Snowflake Integration


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