Advantages of Koya DocuTracker
Koya DocuTracker is an AI driven, proactive risk management system, that monitors and manages the credit, risk, operational and legal terms of complex and repeatable financing/trading agreements (ISDA, PB Agreements, Lockups, Futures Agreements, and Repurchase Agreements). These agreements support a 500 trillion dollar market; the largest liquid transactional market in the world.
In times of crisis, firms face significant risk due to their inability to readily access information about their trading and financing relationships and counterparty exposure. Koya DocuTracker helps manage these risks, identifies the weaknesses and strengths of agreement terms, and provides normalized reporting of the terms. There is no down time for finding the right documents and waiting for a rushed legal review that may or may not be accurate.
This SaaS product is useful for institutional investors, hedge funds, asset managers, broker dealers, life insurance companies, mutual fund complexes, banks and other firms involved in significant investment/trading activity with a large volume of documentation.
Why Us
Accuracy and Reliability
We use various AI techniques for onboarding agreements and their terms into our system with a focus on accuracy and speed. We ensure accuracy of provision terms with a second review of each term before it is available for reports.
Feature Enablement
Software features can be enabled and disabled for each user per client specifications. Permissions for content, reporting, and access may also be customized.
Ease of Use
Koya DocuTracker prioritizes user-friendliness and intuitive presentation of data. Data is accessible and presented to be easily understood by both legal and non-legal teams.
Comprehensive Risk Assessment
Readily available reports that assess the risk of a contract breach based on fund related or market events. Identify actionable rights in the event of a counterparty’s breach of agreement terms.
NAV Calculator
The NAV calculator will analyze the fund’s NAVs against the agreement terms and provide easily readable reports identifying any existing breaches in agreements. Clients can also run reports using potential scenarios of future NAV declines to identify weakness among agreements and plan accordingly.
Integration
Customized reports can be developed per customer specifications and delivered daily or periodically to client via FTP files for use in Client’s internal systems.
Scalability and Performance
The server software uses auto-scaling that is built into Azure to handle loads when usage spikes. Performance at the data access level happens during software development and testing.
Customized Reports
Custom and preprogrammed reporting of terms across agreements and counterparties in a normalized format for easy analysis. Each provision or answer provides a link to the provision in the agreement for ease of reference. Reports easily saved for future retrieval.
Data Security and Privacy
Our software is prioritized with robust security measures to protect sensitive agreement information. All information is encrypted in transit and at rest. We utilize the latest Microsoft security, identity, and authorization to protect client and user information.
Our Process
From Delivery of Agreements to Information Output
The Agreement Onboarding Process is a multi-step process in which there are dual reviews, integrity of terms are checked, documents are organized and stored, provisions in reports are linked to documents, and the client has the option to input terms.
Documents Provided to Koya Law LLC
Documents Uploaded and Labeled
Rejected Provisions Returned for Re-input
Second Review of Terms
Available for Client Access