Advisory firms, banks, rating agencies, and trustees use Boxfish to analyze more deals with the same team. AI-powered extraction to Excel models or Python code with full audit trails — built for institutional securitization work.
Everything your team needs to analyze deals at scale
From prospectus upload to distributed model — with team review in between.
Any team member uploads the prospectus PDF. Offering memorandums, term sheets, final prospectus supplements — all handled automatically.
Boxfish extracts tranches, waterfall rules, and collateral data. Your team reviews AI output side-by-side with the source PDF — with source citations and confidence scores flagging anything that needs attention.
Download production-ready Excel models with full formula logic, sensitivity tables, and automated tie-out validation. Share within the platform or export for client delivery.
From advisory to investment, Boxfish fits your workflow
Large advisory practices handling multiple securitization engagements simultaneously use Boxfish to standardize extraction workflows, reduce per-deal analyst hours, and deliver consistent, defensible documentation to clients.
Teams that must evaluate deal structures with consistency and thoroughness benefit from Boxfish's source-cited extraction. Every field traces to a specific prospectus page, supporting the documentation requirements of regulatory and rating workflows.
Investment teams evaluating deal economics benefit from Boxfish's production-ready cash flow models. Scenario analysis across prepayment speeds, default curves, and loss severities — built in minutes, not days.
Use cases are illustrative of workflows common to these types of organizations. Boxfish does not claim affiliation with or endorsement by any specific firm.
See how Boxfish integrates with your team's existing process.
Want to try it yourself first? See Boxfish for Analysts