Superhuman powers
for deal docs

You have been doing the heavy lifting so far. It's time to let Semeris streamline your deal document anaylsis.

FIND
the exact
language in
seconds

READ
and extract
what matters

COMPARE
hundreds of
deals instantly

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Elite Partners in Document Intelligence

Join the distinguished network of industry leaders who elevate their performance with our AI-powered document analysis platform.

Semeris Docs empowers excellence across the financial services landscape:

Asset Management
Excellence
:
Trusted by 6 of the
world's top 20
Asset Managers

 Legal
Expertise
:
Enhancing productivity
for 7 of the top 10
CLO Law Firms

Trusted
Administration
:
Powering operations
for a top 3 global
CLO Trustee

Risk Assessment
Innovation
:
Supporting decision-making
at a top 3 worldwide
Rating Agency

Academic
Leadership
:
Driving research at
America's #1 ranked
Business School

Why leading institutions choose Semeris:

Our advanced document intelligence platform transforms how the most sophisticated organizations extract insights, mitigate risk, and create value throughout the CLO ecosystem.

→ Discover the competitive advantage that's becoming the industry standard.

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Peter Jasko, CEO

Having led the structuring of over twenty CLOs at Credit Suisse and JPMorgan, I wanted to improve the way people access and use legal documents.

With your help, Semeris aims to revolutionize the way capital market legal documents are analyzed, read, and used.

Product Features

  • Found it. Finally. Never Ctrl+F again.

    Semeris elevates what makes you unstoppable. We ensure you spend time making decisions instead of hunting through documents.

    Semeris Document Viewer transforms how you navigate complex CLO documents. Smart Navigation reveals hidden architecture. Advanced Search anticipates your next move. Focus Mode cuts through noise to the pure signal.

    In an industry where time is money, technology that preserves human decision-making while accelerating information processing creates measurable value.

    Ready to discover who you've always been capable of becoming?

  • Find anything. Search everything. Answer instantly.

    The CLO research landscape has a dirty secret: most teams are still drowning in their data.

    While document libraries grow larger, finding specific language gets harder, not easier. Semeris Text Search delivers subsecond results across 10 million paragraphs of CLO documents, turning "find ‘par flush rules’ or ‘reinvestment criteria’" from a multi-day project into a 30-second exercise.

    Our dual scoring technology goes beyond traditional search - you get both relevance and blackline scoring that shows how closely the results match your query language. The real breakthrough is search flexibility: you can input entire paragraphs as search terms, not just keywords, and instantly see how that language appears across your deal universe. Integrated X-Ray highlights and instant blacklines let you compare searched language with results without losing context.

    While other platforms treat search as an afterthought, Semeris built an entire intelligence engine around the reality that in CLO analysis, the right clause found quickly beats perfect analysis delivered late.

  • Track priorities. Build workflows. Scale expertise.

    While traditional workflows still force analysts to reinvent their approach with every new deal, the most efficient teams have adopted systematic, repeatable processes that scale institutional knowledge.

    Semeris Checklists transforms ad-hoc document review into intelligent workflows - whether you need a comprehensive new issue analysis, rapid BWIC prep, or focused deep-dives into ESG criteria or LMO structures. You create custom question sets that automatically pull relevant datapoints from deal documents, turning "What are the excluded industries in this EU CLO portfolio?" from a manual treasure hunt into a three-click exercise.

    The real breakthrough is organizational memory - your team's expertise gets codified into shareable checklists that don't disappear when analysts change roles. Different teams can use different review templates, but everyone benefits from the collective intelligence.

    While other shops are still starting from scratch with every deal review, Semeris customers are developing an analytical edge that sharpens with each transaction.

  • See patterns. Spot outliers. Shape strategy.

    Most CLO analysis still happens in isolation - teams compare deals one by one, missing the forest for the trees. Semeris Market Compare changes that by transforming hundreds of deals into color-coded intelligence screens that reveal market patterns instantly. You select your deal universe - filter by manager, issue dates, or import your portfolio via ticker symbols - and suddenly you're seeing structural trends that were invisible in traditional deal-by-deal analysis.

    Furthermore, the system doesn't just show you extracted data - it highlights specific deal language differences through focused blacklines, so you can trace exactly how covenant evolution is happening across the market. While most teams are still doing individual deal forensics with limited context, Semeris users operate with a market-wide perspective that turns pattern recognition into a competitive advantage.

    You're not just analyzing deals anymore - you're reading the market's institutional memory and positioning accordingly.

  • Skip ping-pong. Supercharge stip lists.

    For most traditional teams, working with stip lists is like trying to solve a jigsaw puzzle when half the pieces are scattered across different rooms and they are not even sure what the final picture should look like.

    The Stip Tracker in Semeris Docs changes all that by turning your stip lists into intelligent, deal-aware workflows. You upload your Excel file, and our AI automatically maps the relevant datapoints from each deal to answer your stip questions - no more hunting through 400-page indentures to find that one clause about discount obligations.

    The system even shows you confidence levels for each mapping, so you know when the AI has found a solid match versus when you might need to dig deeper. What's driving adoption among our customers is simple: they're cutting stip resolution time from days to hours, and they're building institutional memory that doesn't walk out the door when an analyst changes jobs.

    While other teams are still playing spreadsheet ping-pong, Semeris users are already moving to the next deal.

  • Live data. Instant models. Pure advantage.

    The Semeris Excel Add-on eliminates the digital archaeology of copying and pasting deal data - now you have a direct pipeline from our 800,000+ pages of CLO documents straight into your live spreadsheets.

    While most analysts are still manually updating cells and chasing down the latest terms like it's 2015, Semeris users have already moved to live formulas that refresh automatically with every deal update.

    The Build Data Table Wizard creates populated comparison tables in three clicks - you select your deals, pick your datapoints, and Excel populates instantly with the desired data. Current Cell Details transforms every data point into a gateway back to the source documents, so you can verify language or explore context without losing your place in the analysis.

    Our add-in doesn't just save time, it changes how you think about Excel entirely - from static snapshots to living, breathing models that evolve with the market. Your spreadsheets become extensions of the Semeris platform, pulling fresh intelligence on demand while maintaining all the modeling power you're used to.

    Customers who have made this leap describe it as finally having Excel work at the speed of their decision-making, not the speed of their data entry.