What we built in Q3

The future of asset-backed finance demands a better way to manage data, workflows and decisions. This quarter, we built toward a better standard: stronger data quality controls, connected workflows, and intelligent tools that helps teams find answers and act faster.

INSIGHT OS

AI-powered intelligence for better portfolio decisions

AI has transformed portfolio analytics and decision making, but without standardized data and business context, even the best models produce answers you can’t trust.

Insight OS combines governed portfolio data with purpose-built logic to deliver reliable insights across your organization, through natural language chat and proactive portfolio monitoring. Spot underperformance earlier, monitor covenant compliance, and get answers about your portfolio faster.

Learn more about Insight OS.

CAPITAL OS

Catch issues earlier. Resolve them faster.

Data errors and calculation discrepancies can slow down borrowing base reviews and funding approvals. We've introduced new controls to help teams catch issues at the source and resolve exceptions without unnecessary delays.

• Prevent errors before they impact funding. Set data quality controls across your master tape, get AI-powered recommendations for validation rules, and test rules before activating them.
  

• Carry trusted data into every funding decision. Validated master tape data now flows directly into Capital OS reporting, so the same quality controls applied at ingestion carry through to borrowing base calculations and funding requests.
  

• Focus on what needs attention. Pinpoint the root cause of calculation issues instead of sorting through downstream errors. Set separate thresholds for warnings and approval blockers so small variances stay visible without holding up your workflow.

We would love to share more about how it works.

COMING SOON

An AI assistant that helps you get things done

Everyday tasks shouldn't require navigating multiple screens and workflows.

We're building an AI assistant that helps you take action directly in Setpoint. Ask questions, create and schedule reports, and understand calculations so you can spend less time navigating the platform and more time making decisions.

Stay tuned for more.

Want to see any of this in action? Book time with our team.