Broker Dealer Solutions & Advisory
Structured Finance & Securitization
Business Advisory
Phoenix helps investment banks and broker-dealers bring discipline to the full structured-finance chain—from collateral strategy and warehouse preparation to execution, surveillance, and investor follow-through. The emphasis is on making deals cleaner to launch, easier to defend, and more resilient after close.
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Design transactions across ABS, RMBS, CMBS, CLO, specialty finance, and other structured products with sharper alignment among collateral mix, investor demand, enhancement levels, and execution timing.
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Rework pool construction by testing eligibility rules, concentration limits, seasoning, delinquency patterns, prepayments, obligor mix, and servicer assumptions before they become rating, diligence, or marketing problems.
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Pressure-test the economics of waterfalls, reserve accounts, trigger logic, call rights, reinvestment terms, repurchase provisions, and hedge structures so the deal behaves the way the term sheet promises.
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Tighten launch readiness across warehouse exit planning, diligence coordination, disclosure support, rating-agency engagement, syndication strategy, and pricing preparation.
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Strengthen the post-close discipline around trustee oversight, servicer reporting, covenant monitoring, investor communications, exception escalation, and remediation tracking.
AltsCentralAI Solutions
Most structured-finance friction lives between the tape and the term sheet. AltsCentralAI is built for that gap. It reads collateral at loan level, interprets legal and structural terms, watches performance once bonds are outstanding, and automates the routine handoffs that normally slow a deal team down. AI and ML improve data quality and predictive insight, RPA clears operational clutter, blockchain adds provenance where record integrity matters, and quantum-ready methods can be introduced where structuring choices become too constrained for ordinary grid testing.
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Use AI and ML collateral intelligence to cleanse tapes, infer missing attributes, classify anomalies, and flag assets likely to fail eligibility, diligence, or investor screens.
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Deploy waterfall agents that convert draft legal terms into executable cash-flow logic, compare redlines across versions, and show exactly how structural edits alter tranche behavior.
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Run ML performance models on defaults, prepays, recoveries, utilization, extension risk, and servicer drift so teams can see weakening collateral patterns earlier.
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Enable RPA-driven routines to handle tape assembly, diligence chasers, trustee-file ingestion, rating-agency support packs, investor data requests, and recurring surveillance output.
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Apply quantum-ready optimization to collateral selection, tranche sizing, enhancement mix, hedge overlays, and warehouse-to-term execution when rating, liquidity, yield, and investor constraints all compete at once.
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Add blockchain-backed provenance selectively for asset onboarding, tape certifications, servicing events, and reporting history where tamper-evident records improve trust or support digital structured-product use cases.
Technology Execution & Delivery
Phoenix builds the operating plumbing that takes a deal from raw collateral through structuring, issuance, and surveillance without relying on spreadsheet sprawl or manual reconciliation at every turn. We can lead the build, plug into a single workstream, or add specialist capacity where the platform needs reinforcement.
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Stand up a structured-finance workbench that connects tapes, model versions, legal drafts, warehouse balances, ratings assumptions, trustee data, pricing inputs, and investor-facing outputs in one controlled environment.
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Create event-based data flows from originators, servicers, trustees, custodians, and market-data sources into validation, structuring, surveillance, and reporting layers so every refresh does not restart the process by hand.
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Build desk-specific control lanes for structuring, banking, syndicate, risk, legal, compliance, operations, and finance, with governed approvals and version lineage across the life of the deal.
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Deploy cloud-scale compute for stratification, scenario testing, cash-flow runs, surveillance analytics, and portfolio views across both pre-close and post-close activity.
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Add Phoenix specialists for tape remediation, model conversion, servicer and trustee integration, surveillance dashboards, workflow engineering, and issuance-readiness execution.