Module · Debt Management
Recorded series and maturities, in one ledger.
Replace the patchwork of spreadsheets and disclosure PDFs with a credit- and project-based view of available outstanding, refunded, and tendered series — premium and discount amortization included when inputs support it.
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Credit & project hierarchies
Roll up debt by indenture, fund, or capital project. Drill into individual maturities in one click.
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Auto-amortization schedules
Premium, discount, and OID accretion calculated to MSRB conventions. Tie out to your audit instantly.
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Continuous disclosure tracker
Annual filings, material events, and rating changes monitored against deadlines with email reminders.
What it unlocks · For Issuers
Empower your treasury team. Free investor relations, debt management, and disclosure tracking — without the audit scramble.*
*We charge for direct AI features, AI-derived data, and priority customer support.
Module · Debt Structuring
New money, structured your way.
Level debt, wrap-around, ascending — toggle between structures and watch the cash-flow chart update live.
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Six structuring modes
Level debt, level par, ascending, wrap-around to existing service, custom shape.
What it unlocks · For Investment Bankers
Personalize presentations. Debt profiles, new money and refunding numbers, all branded.
Module · Refunding Scenarios
Find savings in the noise.
Run current and advance refundings, Cinderella, and forward-delivery scenarios in parallel. Monitor PV savings continuously against your policy trigger and export a board-ready memo.
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Continuous monitor
Dated snapshots of PV savings vs. policy threshold for configured callable series in your portfolio.
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Cinderella & forward delivery
Model tax-exempt-to-taxable transitions. Lock pricing today, deliver up to 18 months out.
What it unlocks · For Municipal Advisors
Build trust with market intelligence. Project-level modeling and board-ready reporting that holds up in front of the dais.
Module · Market Data
Scales, trades, and comparables.
The market in one workspace. Scales and benchmark curves, EMMA trade history, comparable-issuer analytics, and pre/post pricing books — including variable rate, swaps, and CP programs.
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Curves & scales
AAA, taxable benchmark, sector and rating-bucket curves.
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Trade history
EMMA-cleared customer and inter-dealer trades, filterable by CUSIP, sector, and size.
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Pricing books
Pre-pricing comparables and post-pricing performance.
What it unlocks · For Underwriters
Secondary scales vs. AAA / UST, comps, and investor tracking.
Module · Bond Holders
Know who owns your paper.
Corporate and municipal holder history sourced from N-PORT fund filings. Search by CUSIP or name. Reach top sector and regional investors before pricing.
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Quarter-over-quarter deltas
See who's adding and trimming. Spot conviction buyers and rotation candidates.
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Sector & regional rollups
Group holders by fund family, geography, mandate, or AUM tier.
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Direct outreach
Source-backed contact information for portfolio managers and credit analysts when available.
What it unlocks · For Credit Analysts
Streamline credit review. Available issuer debt, ratings, and disclosures in one source-aware profile.