Linkedin    Twitter   Facebook

Get Started
Log In

Linkedin

Category: Core
Home / Core /

Consulting Videos and Presentations

From Data Readiness to Digital Employees

RiskSpan’s Consulting Division delivers secure, enterprise-ready data and AI solutions that move beyond experimentation and into production — fast.

Capabilities and Expertise

RiskSpan’s Consulting Division combines deep domain expertise with an industrial delivery model to drive outcomes.

Our AI-powered service factories help clients design, pilot and deploy autonomous agents and advanced analytics that operate as digital employees across the asset-backed finance value chain.

Book a Free consultation
Case Study: Data System Modernization

Learn how RiskSpan helped a client modernize its data infrastructure to unlock greater scalability, transparency, and performance.

By transitioning to a cloud-based architecture and implementing a streamlined data strategy, the client improved reporting efficiency, strengthened governance, and enabled more advanced analytics.

Contact us to find out how RiskSpan can help you turn complex legacy environments into agile, future-ready data platforms that drive smarter business decisions.

 

Book a Free consultation
Why RiskSpan

We know private ABF, structured products, and risk analytics and have a proven track record modernizing complex financial data ecosystems. We partner with leading asset managers and financial institutions to design and implement scalable, fit-for-purpose data solutions.

Get Consulting Case Study

How We Rebuilt a Modern Data Platform to Power Private ABF Analytics

A real-world case study showing how RiskSpan replaced fragmented legacy infrastructure with a scalable, audit-ready analytics platform—supporting private ABF, structured products, and investor reporting.

See RiskSpan’s Edge Platform in Action

End-to-End Data, Models &
Analytics

What This Case Study Covers

  • Why the client’s legacy data environment failed private ABF analytics

  • How RiskSpan designed a cloud-native data architecture

  • Integrating loan-level, servicing, and performance data

  • Enabling scalable analytics, reporting, and model governance

  • Lessons learned for private ABF managers planning modernization

Who This is For

  • Private ABF fund managers

  • Asset-backed and structured finance investors

  • Risk, analytics, and data leaders

  • Firms migrating from legacy data warehouses or point solutions

Get the Case Study

We’ll send you this case study and future thought leadership on modern data systems for private ABF.

Why RiskSpan

We know private ABF, structured products, and risk analytics and have a proven track record modernizing complex financial data ecosystems. We partner with leading asset managers and financial institutions to design and implement scalable, fit-for-purpose data solutions.

Request Demo or Trial — Whole Loan Analytics

Analyze, Price and Monitor Whole Loan Portfolios with Confidence

Loan-level analytics, valuation, and surveillance built for whole-loan investors.

See RiskSpan’s Edge Platform in Action

End-to-End Data, Models &
Analytics

Whole-loan investors, sign up for a demo of how RiskSpan’s cloud-native platform delivers scalable whole-loan valuation, risk modeling, and performance analytics.

  • Seamlessly load disparate data sources

  • Explore stratifications and loan-level drivers

  • Compare across public and private investment portfolios

  • Price with confidence and precision

  • Assess risks, manage exposures and report results

  • Continuously surveil to optimize outcomes

Complete this form to schedule your demo

We’ll be in touch soon you soon with next steps.

Don’t like forms? Feel free to email us at info@riskspan.com

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 ABF Deal Modeling & Surveillance

The Operational Challenges Holding Back Private ABF Growth — Solved

Get a Demo

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

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 Private ABF 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

Head of Sales Engineering

Victor Block

CHIEF FINANCIAL OFFICER

Patrick Doherty

HEAD OF CONSULTING

Daniel Fleishman

Head of Client Success

Becky Flig

Director of Sales

Pat Greene

Senior Managing Director & SME, Consulting

Janet Jozwik

Head of Product

Chris Kennedy

Director of Sales

Dan Kim

Senior managing director, Consulting

Frank Lobo

Director of Sales

Sam Merrick

Director of Sales

Tom Pappalardo

Head of Managed Services & Platform Implementations

Barry Pavel

Head of Relationship Management

Jen Press photo

Jen Press

Chief Strategy Officer

Derek Ross

CHIEF ADMINISTRATIVE OFFICER

Stephen Rudner

HEAD OF SALES

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

Mark Cunningham

Co-Founder and CEO,  Trained | Co-Founder and Board Member, TrustEngine

Ted Janulis

Founder and Principal, Investable Oceans

Howard Kaplan

Independent Advisor

Tim Kitt

Principal, Kitt Advisory LLC

Susan Mills

Head of RMBS Capital Markets and Origination, Academy Securities | Board of Directors, Chimera Investment Corp

Bill Moretti

Director, Equitable | Founder, Chainlink Advisory LLC

Peter Sanchez Sr.

President, Covercy | Advisor, CascAlde | Advisor, FT Partners

Patrick Tadie

Advisor, Intain

Ronald Weibye

Co-Founder, Aperio Capital Management, LLC

Resources

view all

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

MSR Documentation Form

MSR Documentation

Please register for this content

MSR Presentation Form

MSR Introductory Presentation

Please register for this content

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”]

Ready to elevate your analytics?

Contact Us

Company

Products

Security & Compliance

Amazon Web Services
Microsoft

Linkedin

SOC2 Type II Certified

Get Started
Log in

Linkedin   

risktech2024