Covenant Extraction Agent
Pulls covenants out of credit agreements and deal papers, flags restrictions, and surfaces the triggers that matter in minutes.
Deploy specialist agents that return measurable value in the first week. Automate the reviews that used to take your team 120+ hours a month.
Pulls covenants out of credit agreements and deal papers, flags restrictions, and surfaces the triggers that matter in minutes.
Reads HR, IT, compliance, and vendor material to identify concentration risk and confirm operational readiness before close.
Builds investment tear sheets on its own — extracts deal data, formats the metrics, and returns a presentation-ready summary.
Reads municipal code so you don't. Extracts development rights, setback rules, and use restrictions with citations attached.
Analyses client cash flows, identifies liquidity gaps, and recommends the right product mix from live account activity.
Assesses SOC 2 reports, security questionnaires, and compliance packets to locate control gaps in a single pass.
Documents intercompany activity, validates arm's-length pricing, and drafts OECD-aligned reports that hold up on review.
Tracks lender responses on syndicated amendments, verifies authority, calculates thresholds, and shortens decision cycles.
Reads construction contracts, extracts bond terms, and identifies the risk factors behind faster bid and performance issuance.
Maps supplier dependencies and models business-interruption exposure across tier-2 and tier-3 networks for accurate pricing.
Automates ABS cash-flow modelling: extracts loan-level data from asset tapes, normalises collateral pools, populates waterfalls.
Maps reporting fields for Basel III and Dodd-Frank, keeps lineage intact, validates the mapping, and accelerates submission.
Runs ASC 606 analysis across sales contracts — performance obligations, transaction prices, and timing, extracted instantly.
Monitors permit status, deadlines, and compliance across a development portfolio, then reports variance the moment it appears.
Aggregates market comps and property data into pitch-ready broker opinion of value reports in hours rather than days.
Converts regulatory text into monitoring rules, thresholds, and compliance reports without a quarter of manual configuration.
Assembles policy packets — combines standard forms with endorsements, validates coverage terms, and issues complete documents.
Values MSR portfolios from loan tapes — extracts loan characteristics, models prepayment speeds, and prices the book.
Decision-ready output from any data room
Orrery reads CIMs, models, contracts, DDQs, and full data rooms — then writes source-linked memos, tables, and slides your team can edit, trust, and send the same afternoon.
See how Orrery turns your firm's documents into investor-ready output — with every number traced back to its source.
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Use plain conversation to trigger real actions. Chat, run a workflow, or fetch data instantly through connected agents.
Deploy specialists for research, writing, and analysis. Each agent can be tuned to your house style and precedent.
Continuously read and interpret large volumes of filings, files, and transcripts. Build workflows that scale without babysitting.
Route each prompt to the model best suited to it — balancing reasoning depth, accuracy, and cost on every workflow.
Automate document-heavy workflows with precision you can check line by line — cut manual review, scale operations, and unlock faster turnarounds with cleaner outputs and measurable return.
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Explore agentsTime saved on invoice review
91%
"We want Orrery, and AI generally, to be the working heart of how the firm runs. It makes us more productive with clients, automates the review nobody wanted, and keeps finding new work for us."
Marisol AguirreManaging DirectorProductivity increase
37%
"We used Orrery to automate our diligence process with extraction and automated analysis. That produced a 37% productivity increase in the first month of use."
Devrin AchebeCEO of AldergateYour data stays yours — always. Work with one of the few AI vendors that will never train on your material.
Security & Trust CenterPrecision AI for institutional workflows