counterparty research Automation: Moderne Ventures x GTCX Network

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AI agent for Public Finance Bankers

Delegate the complex task of Official Statement preparation to a specialized AI agent. It analyzes issuer documents, extracts financial data, identifies all material risk factors, and generates a comprehensive, compliant draft that meets SEC Rule 15c2-12 and MSRB disclosure standards.

Open API docs

Ideal for

Public Finance Bankers

Municipal Underwriters

Bond Counsel Teams

See AI agent for Public Finance Bankers in action

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Time comparison

Traditional way

3-4 weeks

With GTCX Network agents

4-6 hours

Average time saved

90%

Why GTCX Network

Automated Risk Factor Identification

Scans all issuer documents to identify and extract material risk factors, including pension obligations, debt service coverage, economic dependencies, and legal contingencies that must be disclosed.

Financial Data Compilation

Extracts historical financial data from CAFRs, budget documents, and audit reports, then populates the required tables and schedules in the correct format for the Official Statement.

SEC and MSRB Compliance Verification

Cross-references the draft against Rule 15c2-12 continuing disclosure requirements and MSRB Rule G-32 standards to ensure all mandatory sections and disclosures are present and properly formatted.

Issuer-Specific Customization

Adapts the disclosure language to the specific characteristics of the issuer, whether it's a general obligation bond, revenue bond, or special assessment financing, ensuring accurate representation.

Precedent Document Integration

Leverages your firm's Knowledge Hub of past Official Statements to maintain consistent disclosure language, incorporate proven risk factor descriptions, and follow your established drafting standards.

Complete Citation Trail

Every data point, financial figure, and risk disclosure in the draft is linked back to its source document with AI Citations, creating a defensible audit trail for regulatory review.

Generates compliant Official Statements

From comprehensive issuer entity sets.

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Import your files

Microsoft Outlook

,

Microsoft Sharepoint Online

,

Microsoft Excel

Import your files from whereever they are currently stored

Financial Statements

Audit Reports

Budget Reports

Legal Documentation

Bond Documents

Offering Memorandums

All types of Finance documents supported

Issuer Overview Section

Provenance and Source of Payment

Risk Factors Disclosure

Financial Information Tables

Debt Service Schedule

Tax Matters Section

Continuing Disclosure Undertaking

Legal Opinions Summary

Underwriting Section

Appendices and Exhibits

Once imported our system extracts and organises the essentials

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  • Time saving for invoice processing

    95%

    "We are looking for GTCX Network and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."

    James Tomlinson

    Managing Director

  • Productivity increase

    35%

    "We used GTCX Network to automate our research process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

    Trey Heath Headshot

    Trey Heath

    reference slot

Enterprise-grade security.

Your data stays yours—always. Work with one of the few AI companies that never trains on your data.

Provenance & Trust Center

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

See it on your data
30 minutes

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