The only way to manage your
Specialty
Finance
Maximize your returns, unlock new opportunities and reach your technology Alpha.
Portfolio
Performance
at a glance
Leverage a complete structured finance portfolio management tool, that allows different teams (investment, operations, risk, trading, data, reporting) to cover all activities in one solution across every asset class, taking decisions based on a single source of truth
Data Intelligence
at the most
granular level
Get real-time information on portfolios performance and composition at multiple dimensions (asset class, originator, partner, geography, industry, etc.), extracting desired statistics and comparing the originator’s performance & deployment, as well as setting portfolio limits and notification alerts when breaches occur
Unlock the best
investment
opportunities
With a full view of existing and potential investment scenarios, and a suite of AI-based tool to analyze them in real-time, making new allocations has never been easier.
Features built specifically
For Specialty Finance
Next level data management
Cardo AI onboards any transactions’ data from different data sources (originators, servicers, …) and in different formats, applying thousands of data quality controls, aimed at spotting errors, lack of data and inconsistencies, across files and over time
Cash flow management
Monitor cash flows and stress test the expected ones to forecast cash evolution at bank accounts at individual fund and aggregated level: inflows (capital and interest, settlement sales) and outflows (settlement purchases, expenses)
Fund accounting
With our asset accounting/loan management functionality, effortlessly handle loan disbursements, calculate amortizations, effectively keep track of principal and interest repayments, easily manage loan modifications and implement valuation policies
24h shadow NAV calculation
Leverage a powerful engine able to reconcile data required to perform automatic daily NAV calculation and portfolios valuations
Investment reporting with a click
Generate regulatory and contractual reports that perfectly fit the latest standards. Need ad hoc reporting? We got you covered with automated custom reports.
Full risk management capabilities
Calculate default/ delay predictions, recovery rates, cash-flow simulations to act timely on market changes and scenario predictions
Integrating 100+ Systems
All Over The World
Wondering what it is like
to work with CARDO AI?
Step 1
PERSONALIZED DEMO
During our demo, you will be able to explore first hand what our solutions are like and how they can enable to drive your business’ growth.
Step 2
INITIAL ASSESSMENT
After the demo, we’ll deep dive into your business and data model and see if there’s a fit. If so, we’ll put together a custom proposal for you.
Step 3
DATA INTEGRATION
As soon as we kick off the project, we will seamlessly integrate your data as well as your partners’ and investors’ information, in order to give you real-time 360 view of your operations.
Step 4
ONBOARDING
Once we get your solution up and running, you will receive personalized training, ongoing support and technical services whenever you need it.
Step 5
ONGOING SUPPORT
Need a custom report? Have additional requirements to meet from your investors? We got you covered! We offer constant support and will meet your custom requests in no time.
Step 6
GROWING YOUR BUSINESS
We enable our clients to grow with us and build a faster and more efficient market. That is why we welcome you to become our partner and build the next solution together!
Don’t take our word for it.
Learn why partners
trust Cardo AI
Discover how Cardo AI’s technology helps Fasanara Capital, leading UK Asset Management firm, in managing their private debt investments. Download the case study.
Why Cardo AI?
The most advanced Technology
Our calculation engine and underlying tech framework are superior to anything you have ever seen before. Gain a real competitive advantage inside the market.
Fast.Reliable.Secure.
Our clients have saved entire working days. Choosing us means accessing real-time investment data and making informed business decisions in a fraction of the time that is now commonplace in the market. Plus, you’ll gain insights you won’t find anywhere else
We cover all assets
One single platform to manage all your strategies: direct lending, ABS based SPVs, distressed strategies, fintech lending…we cover and know exactly how to treat data from every asset class, without the need for extra time or additional configurations.
Up and running in no time
Big vendors take months or years to implement their solutions. That’s not us. Thanks to our industry expertise and our proprietary AI and Machine learning algorithms, we simplify data integration and mapping. Our Microservices cloud-based architecture allows us to be flexible and set up your solution according to your specific needs, in no time.
