Coadan ingests your loan documents, builds your AM workbook, surfaces what's slipping, and writes the quarterly narrative — in minutes, not days.
Spent four years as an asset manager at Verus Commercial Real Estate Finance, a middle-market CRE bridge debt platform. Managed a portfolio of 40 active loans, hundreds of millions in active balance, across funds totaling over $1B AUM.
"Every quarter I stopped what I was doing and re-underwrote 40 loans. Every week I rebuilt the briefing for the company meeting. Every covenant test, every draw review, every reporting deadline — all of it lived in spreadsheets I rebuilt by hand."
The work that actually required judgment — workout strategy, borrower negotiations, exit positioning — was the work I had the least time for. Coadan automates the parts that were always automatable: extraction, aggregation, projection rollforward, narrative drafting. So the AM gets their judgment back.
Every feature below is deployed and running against real bridge loan data. Live demo runs on a representative bridge loan with full documentation and quarterly reporting. Bring a real (anonymized) loan if you want — Coadan handles your file types, not just demos.
Coadan handles your loan documents and financial data. Here's how that data is stored, who can access it, and what we do and don't do with it.
Email me directly. I'll set up 30 minutes, walk through the demo on a fictional loan first, then run your documents through it if you bring some.