Automate compliance
from extraction to escalation.
Extract eligibility criteria from complex documents
Everysk ingests PDF indentures, prospectuses, and loan agreements, then uses AI to extract eligibility criteria, concentration limits, and compliance rules into structured, machine-readable formats. No more manual transcription from hundred-page legal documents.
Supports CLO indentures, structured note prospectuses, fund offering memoranda, and credit facility agreements across multiple jurisdictions and document formats.
Enforce rules across portfolios at scale
Use Everysk's powerful rule syntax to define compliance constraints and cross-check them against portfolios continuously. Dynamically bind portfolio types to their applicable rules so that as your book grows, compliance coverage scales automatically.
Agentic AI assists in writing and adapting rules for different jurisdictions, translating regulatory requirements into executable compliance logic without developer support.
Manage the full compliance lifecycle
Maintain schemas derived from PDF extractions as documents are amended. Automatically detect compliance breaches, trigger escalation workflows, and distribute reports and alerts to the right stakeholders at the right time.
From initial document ingestion through ongoing monitoring, breach detection, remediation tracking, and audit reporting, Everysk keeps the entire compliance lifecycle connected and auditable.
Frequently asked questions
Is Everysk secure?
Yes. Everysk provides enterprise-grade encryption, role-based access controls, and comprehensive audit trails. Your data and compliance records are protected at every stage of the workflow.
What kinds of compliance can Everysk monitor?
Everysk handles both pre-trade and post-trade compliance: investment guidelines, concentration and eligibility limits, regulatory constraints, and mandate restrictions. Rules are cross-checked against portfolios continuously, so coverage is ongoing rather than point-in-time.
How does Everysk detect and escalate breaches?
Everysk monitors every rule against your portfolios in real time, flags breaches and threshold crossings as they occur, and routes escalations and alerts to the right stakeholders. Remediation is tracked end to end, and the full history stays available for audit reporting.
Can Everysk handle our regulatory regimes and multiple jurisdictions?
Yes. Everysk translates regulatory requirements into executable rules and supports firms operating across multiple jurisdictions and frameworks. Rules bind to the portfolios and entities they apply to, so the right constraints follow the right book.
Do we need developers to write compliance rules?
No. Everysk uses a no-code rule syntax that compliance professionals configure directly, and agentic AI assists in drafting and adapting rules. Most teams are enforcing rules within the first week, without engineering support.
How does Everysk turn our documents and guidelines into rules?
Everysk uses deterministic workflows and agentic AI to extract eligibility criteria, concentration limits, and constraints from indentures, prospectuses, and offering documents into structured, reviewable rules. Each rule maps back to its source clause, and your team approves it before it enforces, so the chain from document to constraint stays auditable.
