Monitors and recurring outputs
These are examples of outcome commitments CMD+RVL can operate: recurring monitors, bounded snapshots, and registries delivered with evidence attached. The buying path starts with the problem, then a workshop or package.
SEC Filing Monitor
Know when your issuers file with the SEC. Get notified of new 10-Ks, 10-Qs, 8-Ks, and amendments—with evidence showing what was filed and when.
Open example →CMBS CUSIP Ownership Monitor
Track who owns CMBS securities based on public fund disclosures. Get notified when ownership changes, with evidence linking back to the source filings.
Open example →REIT Property Monitor
Track property disclosures for publicly traded REITs. Get notified when properties are added, removed, or reclassified—with evidence linking back to SEC filings.
Open example →Prospectus Market Context Snapshot
Capture the market context that existed when you analyzed a prospectus—rates, curves, and calendars—so you can explain and reproduce your assumptions later.
Open example →BDC Portfolio Monitor
Track portfolio obligations for Business Development Companies. Get notified when maturities shift or holdings change—with evidence from SEC filings.
Open example →Control & Relationship Disclosure Monitor
Track who runs and owns your companies—officers, directors, and major shareholders—based on SEC filings. Get notified when the disclosed state changes.
Open example →Borrower Disclosure Monitor
Track disclosure changes for CLO borrowers. Get notified when filings are amended, credit agreements change, or expected disclosures go missing—with evidence linking back to the source.
Open example →Exhibit Change Monitor
Track when SEC filing exhibits change—credit agreements, subsidiary lists, certifications. Get notified when content is replaced, even if the filing narrative doesn't mention it.
Open example →Interpretation Registry
Freeze disclosure interpretations as state—not inference. Track which reading of a covenant, trigger, or condition your organization relied upon, with evidence proving what was registered when.
Open example →Need something similar?
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