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Below are some of the most common ways teams use ReviewPort today.

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CLO Research & Analysis

Use ReviewPort to streamline CLO document review and analysis.
  • Quickly scan First Looks to assess new deals
  • Dive into Full Reports for detailed legal and structural insights
  • Compare CLOs across managers, issuers, and structures
  • Reduce manual PDF review time
Best suited for:
  • Investment teams
  • Credit analysts
  • Legal and structuring teams

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Portfolio Monitoring & Risk Assessment

Incorporate ReviewPort data into ongoing portfolio monitoring workflows.
  • Track changes in CLO structures and terms
  • Monitor ESG scores across holdings
  • Identify outliers and emerging risks
  • Compare new issuances against historical benchmarks
Data can be pulled directly via API and refreshed automatically.

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ESG & Compliance Analysis

Leverage ReviewPort’s proprietary ESG analysis to support internal and external requirements.
  • Integrate ESG scores into investment models
  • Surface ESG-related language and exclusions
  • Support compliance and reporting workflows
  • Track ESG trends across the market
Available via both the web app and API.

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Market & Trend Analysis

Use Trend Reports to understand broader CLO market dynamics.
  • Identify shifts in pricing and structure
  • Analyze language evolution over time
  • Compare trends across managers or issuance periods
  • Support research and strategy development
Trend data is available programmatically for analytics use cases.

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Data Integration & Analytics

Integrate ReviewPort data directly into internal systems.
  • Pull structured report data for modeling and dashboards
  • Join entity data with internal datasets
  • Power BI tools, notebooks, or data warehouses
  • Automate reporting and alerts
Designed for data teams and engineers.

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Embedded Reports & Client Portals

Embed ReviewPort reports inside your own applications.
  • Display reports in internal dashboards
  • Surface insights in client-facing portals
  • Share controlled access without rebuilding UI
  • Use API keys for secure embedding
Embedded views stay in sync with the latest data.

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Custom Workflows & Enterprise Use

For advanced use cases, ReviewPort supports tailored access and workflows.
  • Custom datasets
  • Extended historical coverage
  • Higher rate limits
  • Bespoke research or reporting
Contact the research team to discuss requirements.

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Getting Started

  • Sign up for trial access
  • Explore reports in the web app
  • Test API endpoints
  • Embed a report in your application