Counterparty data collection and analysis
Fern asks your counterparties for their data, reads whatever comes back, and returns checked analysis you can trace to the source.
Request a demoI
Every quarter your team chases the same counterparties for the same numbers. What comes back is a different file from each of them, and someone re-keys it into the model by hand.
Exported from a dozen systems, with merged headers, subtotals and a tab nobody explains.
Tables locked in a page layout that changes whenever the sender changes accountant.
Printed, signed, scanned at an angle and attached to an email as an image.
The number you need sits in the third reply, next to an apology for the delay.
The work isn't the analysis. It's getting to a table you can trust, and that is the part Fern does.
II
Fern runs the whole reporting cycle, from the first request to the finished deck, with a person approving each number before it is used.
Each counterparty gets a request for exactly what you need, when it's due, and polite follow-ups until it arrives.
Replies arrive by email, upload or shared folder, in any format, and land against the right counterparty and period.
Every file becomes the same structured record, whatever the layout it arrived in.
Anything unusual is flagged for a reviewer, and every value links back to the place on the page it came from.
Trends, breaches and comparisons arrive as dashboards, a branded deck and a draft memo.
III
Fern starts with four workflows where the data arrives late, in mixed formats, and matters to a decision.
Real estate owners and lenders
Management fee charged at 7% against a 5% cap in the agreement.
Banks and asset-based lenders
Certificate reports 3.9x leverage; the attached financials work out to 6.0x.
Insurance brokers and carriers
A claim on last year's loss run is missing from this year's.
Franchisors and multi-unit operators
Royalty paid at 4% of sales where the agreement says 7%.
Findings shown are illustrative examples of what Fern flags.
IV
The numbers Fern produces end up in credit decisions and investor reports, so the controls come first.
Every value opens the original file at the exact place it was read from.
Nothing reaches a report until a reviewer has approved it, and every correction is kept.
Each action is written to an audit trail that shows if anything was later changed or removed.
Single sign-on, permissions by team and counterparty, and sensitive fields masked for those who don't need them.
Each customer's data is kept separate, with retention rules and legal holds you set.
V
Tell us what you collect, from whom, and how often, and we'll show you Fern on documents like yours.
Request a demo Or write to hello@fernhq.app