Frequently Asked Questions

The asset management industry is undergoing a massive transformation, as new capabilities and efficiencies enabled by widespread AI adoption have democratized access to information that used to require an expert analyst. Today, hedge fund asset managers are starting to lose their edge because commercial AI tools can perform analyses traditionally done by expert research teams. To make the threat even greater, hyper-scaler AI companies have started to target the financial analysis workflow. MIT reTo level up your game, we provide you with a uniquely curated bond indenture dataset expressedly desgined for AI analytics. Our curated dataset covers a large swath of the US high-yield bond market. At CREDX AI, our AI ENABLED TERMINAL focuses on a single key workflow: SECURITY SELECTION. Will you wait for your edge to dissipate or will you take AI to the next level?

MIT's recent published research shows that 95% of enterprise GenAI pilots fail. The same research concludes that there is large divide between large enterprises (with the highest failure rate and spend), and dedicated builders (startups, vendors and consultants), which deliver value in production with twice the success rate. Even worse, most of the 5% of internal GenAI projects that succeeded in that study were generic knowledge-base chatbots. While we don't discourage clients from trying, you need to ask yourself: given the upfront and recurring costs, will this AI tool be unique enough to deliver to us a real competitive advantage and ROI ? If others are doing the same, or a specialized firm is solving the problem best, chances are you will get a higher ROI by buying from- or partnering with- the best.

If you are a hedge fund credit analyst or portfolio manager that reads bond indenture covenants as part of your investment research and security selection workflow, we can customize our Covenant Intelligence Platform to your particular needs, and help you identify and decypher the covenants that will drive the value of your investment, and we'll do it more than 10x faster that the manual way.

 Set up a meeting with us today, and we will labor to understand your particular situation, assess your needs, and determine if our software is all you need out of the box, or if we can partner with you to supercharge your covenant analysis workflow to your bespoke use case.

CredX.AI's flagship product is an "AI terminal for credit agrements": our Covenant Intelligence Platform. It empowers portfolio teams with AI powered intelligence on high-risk debt covenants that today require time-consuming, resource-intensive, and costly legal reviews and investment research.

CredX.AI's Covenant Intelligence Platform super-charges professional users that want to read the covenants themselves and assess the value of high-yield or distressed corporate debt. Our uniquely curated indenture dataset covers a large swath of the public market and uses proprietary analytics to deliver high-value insights within minutes, instead of hours or days. CredX.AI will be releasing this subscription service in 2026. Want a free demo? Get in our list of professionals interested in a product demo by sending us an email at demo@credx.ai.

Being Deutsche Bank and Nasdaq veterans ourselves, we understand how mission-critical data privacy and cyber-security are for top financial firms. That's why we have built a SOC2 compliant cloud environment for our platform, with best-in class security and controls. If that's not enough security for you, we offer a new SOC2 compliant and private VPC (Virtual Private Network) that only your firm has access to, with the option to keep your encryption keys!

Yes, but only for workflows in the corporate credit hedge fund space. Set up a meeting with us today, and we will labor to understand your particular situation!