Solutions
Managers
Deal analysis has fundamentally changed.
The top CLO managers aren't manually reading through documents anymore, hunting down comparable language, or spending days cobbling together market analysis.
Instead, they've built a streamlined process: read and extract what matters, find the exact language in seconds, compare hundreds of deals instantly. When you see one manager close a complex transaction while another spots a pricing opportunity that everyone else missed, this intelligence process is what's running behind the scenes.
Here's what it actually looks like in practice. A manager hits a structural question and immediately pulls up every relevant precedent from libraries containing hundreds of deals - not just the ones they remember or their team worked on, but everything. They find the exact language they need in seconds rather than days, then compare it against current market standards to see what's evolved. While their competitors are still making phone calls and scheduling document review sessions, these managers have already analyzed the market, identified the precedents, and evaluated the alternatives.
The result? These managers don't just close deals faster - they close better deals because they have complete market visibility at every decision point. You know that deal velocity creates alpha, but only when you can maintain quality while moving fast. Right now, this advantage belongs to the managers who made the transition early. The competitive gap shrinks every quarter as the new standard spreads, which raises an important question: Do you want to be setting the pace or trying to catch up?
Investors
Sophisticated CLO investors have already moved past the manual grind.
No more reading deal documents one by one, hunting for risk indicators across portfolios, or comparing terms without any systematic view. The smart money knows that approach breaks down when you're managing dozens of positions across different vintage years, managers, and structures. They've built something better: complete portfolio intelligence with real-time market context.
Watch it work. You need to assess ESG exclusions before a BWIC deadline, or understand how loss mitigation obligations differ across your EU versus US holdings. Instead of pulling indentures and cross-referencing manually, you surface every relevant provision across hundreds of deals instantly. Concentration risks and structural outliers emerge in seconds, not weeks. You benchmark against market standards immediately to spot what deserves closer scrutiny. While competitors request documents from prime brokers and build spreadsheets from scratch, you've already mapped risk exposure, found edge cases, and compared against current pricing.
The payoff isn't just speed; it's better returns. Alpha comes from seeing what others miss: an underpriced tranche with favorable LMO terms, concentration risk hidden in marketing materials. These investors aren't just reacting faster; they're positioning ahead of structural shifts because they see patterns across the entire CLO universe that traditional analysis misses. This edge is spreading. More investors discover comprehensive deal visibility every quarter. You can either identify opportunities before they're obvious or compete for what everyone else already sees.
Law Firms
CLO legal work has moved past the old methods.
The leading practices have abandoned manually hunting through precedent documents, digging for clause variations across deal files, and tracking language evolution one transaction at a time. They know what you know: when clients need immediate precedent analysis and you're competing on speed and depth, the read-find-compare approach doesn't scale. These firms have shifted to systems that deliver instant access to market-standard language and track regulatory shifts across jurisdictions in real-time.
When a client calls asking how discretionary sales provisions have evolved over 18 months, or they need current market practice for retention requirements across EU versus US deals, partners don't assign research projects. They surface every relevant precedent from hundreds of transactions instantly. They find exact clause variations in seconds, compare against current market standards, and deliver a negotiation strategy before competitors finish pulling files. While other firms bill research hours, these practices have already mapped the precedent landscape, spotted the evolution patterns, and positioned their client against market norms.
The difference isn't just speed. It's the quality of advice you can give. Clients pay premium rates for market intelligence, and the firms using this approach aren't just responding faster. They're proactively identifying language trends and regulatory shifts that keep clients ahead of developments. Right now, this advantage belongs to practices that recognize that comprehensive deal intelligence beats institutional memory. But that edge shrinks every quarter as more firms adopt systematic precedent analysis. The new standard is spreading, and soon it'll just be how legal work gets done.
Research
The best CLO research teams have quietly transformed how they operate.
While most analysts still manually comb through deal documents, hunt for data points across scattered filings, and compare market trends deal-by-deal without comprehensive datasets, the leading research shops moved beyond this exhausting process months ago. They recognized that credible market analysis requires systematic access to verified data across the entire market, not just whatever deals they happened to review.
When research analysts need to publish notes on covenant-lite exposure trends or quantify ESG screening adoption rates for their monthly market updates, they're working with a completely different toolkit. They pull up Market Compare screens showing multiple deals at once, filtering by manager, issue dates, or any parameter that matters for their analysis. Every data point is analyst-verified, so they build reports on solid foundations rather than assumptions. They spot structural shifts across the entire CLO universe in minutes, benchmark against historical patterns immediately, and separate genuine market developments from noise. Meanwhile, their competitors still request documents from issuers and build spreadsheets from individual filings, burning days on data collection before they can even begin their actual analysis.
This approach delivers more than faster publication cycles; it produces more authoritative market intelligence. Research credibility comes from comprehensive market coverage and verified data, whether you're tracking manager incentive fee structures or analyzing eligibility criteria evolution. The teams that've mastered this systematic approach aren't just reacting to market developments faster; they're identifying inflection points that traditional sampling-based analysis simply can't capture. Right now, this analytical edge belongs to a select group that recognizes verified data points and market-wide comparison tools beat manual data collection. Every quarter, more research teams discover what comprehensive deal intelligence can deliver. The question is whether you want to break market insights or follow trends that others have already published.
Trustees
CLO trustees have transformed how they handle their oversight responsibilities.
While most are still manually reading through deal documents, hunting for compliance-related provisions across scattered filings, and comparing covenant structures deal-by-deal without systematic tracking, the leading trustee firms moved beyond this reactive approach months ago. They recognized that effective trustee oversight requires comprehensive visibility into deal structures and the ability to spot potential issues before they become problems.
When a trustee needs to assess compliance across their portfolio or evaluate covenant breaches against market standards, the capabilities gap is striking. Leading firms pull up Market Compare screens showing multiple deals at once, filtering by the specific structural features or compliance metrics under review. When diving into complex covenant language, X-Ray instantly reformats dense legal text and highlights critical compliance terms. Every datapoint is analyst-verified, so decisions rest on accurate market intelligence rather than incomplete information. Meanwhile, other trustees are still requesting documents from managers and squinting through pages of dense legal language, burning valuable time on document parsing when they should be focused on analysis.
This systematic approach delivers more than operational efficiency - it enables proactive risk management. Trustee value comes from preventing problems and ensuring compliance before issues escalate, whether that's identifying covenant drift or flagging structural anomalies that warrant closer scrutiny. The trustee firms that've mastered this comprehensive oversight approach aren't just managing compliance more efficiently; they're providing higher-quality fiduciary services because they have complete portfolio visibility at all times. Right now, this advantage belongs to firms that recognize systematic deal intelligence beats reactive document review. The choice is stark: set the standard for proactive oversight or find yourself explaining compliance gaps after they've already occurred.
Tech/Data providers
The CLO data landscape has split into two distinct camps: those clinging to yesterday's solutions and those delivering tomorrow's intelligence. Most providers remain trapped in the old playbook, building one-off solutions, manually extracting data from documents, and creating custom integrations for each client request without any systematic approach. The forward-thinking players abandoned this inefficient model months ago. They recognized that clients don't want another data silo—they want seamless integration with comprehensive, real-time CLO intelligence that enhances their existing workflows.
When platforms need CLO data or vendors want to offer comprehensive deal analytics, they're leveraging completely different infrastructure. Through our API, they pull up-to-date deal lists, individual deal summaries, and data tables covering multiple deals without building extraction pipelines from scratch. They embed our custom summaries and HTML document viewer directly into their applications, giving clients access to our entire CLO universe through familiar interfaces. Python and Node.js sample code get them operational immediately, while competitors are still negotiating data licensing deals and building parsing systems that will be outdated before launch. This approach transforms their entire value proposition; instead of promising data delivery, they're delivering intelligence platforms.
The companies that've mastered this integration aren't just offering CLO data—they're providing clients with the same analytical capabilities that top-tier managers and investors use directly. Right now, this integration advantage belongs to a select group that recognized that comprehensive deal intelligence beats custom-built data solutions every time. Each quarter, more providers discover what seamless CLO integration adds to their platforms. The choice is yours: start building cutting-edge CLO capabilities today, or keep explaining to clients why your data coverage can't match what they're already seeing elsewhere.