Every borrower in 14 BDC filers' Schedules of Investments, panel as of 2026-06-30 filings, with the disclosed-impairment score and the grade behind it. Your model stays your model: figures leave through a formula that carries its provenance.
Each tool reads the same SEC-EDGAR panel. Where a filing does not disclose a field, the tool says so instead of estimating it.
Search all 3,034 borrowers across 14 BDC filers. Each one shows its disclosed tranches and marks, and either its disclosed-impairment score or the reason it is refused.
A credit memo drafted from the panel, with each figure cited to the filing it came from.
Ask in plain English. Each number in an answer cites the tool call and filing behind it.
A short read of the panel's non-accrual and markdown picture, with its citations.
The private-credit functions, evaluated in the console with their verification level, or called from Excel.
Keep source documents beside your work. Extraction reads lease-style fields today; credit-agreement covenants are not extracted yet.
A figure can go into your sheet as a formula rather than a pasted constant, so the cell can still tell you its verification level, provenance and as-of date months later. The Excel add-in is a pilot: it augments the workbook you already have; it never replaces it.
| Formula | Returns |
|---|---|
| =LATAVIS.VALUE(…) | The engine value. An illustrative (L0) result comes back as a labelled string, never a bare number. |
| =LATAVIS.LEVEL(…) | Its verification level, L0 to L3, with the confidence cap the payload asserts. |
| =LATAVIS.PROVENANCE(…) | Source, as-of date, verification level and confidence, as one audit string. |
| =LATAVIS.ASOF(…) | The as-of date — or “not in payload” when there is none. Absence is never shown as freshness. |
| =LATAVIS.EVAL(…) | Evaluates a full =LATAVIS formula written as text. |
The workspace is only worth the grades behind it. Read the validation record and the four withdrawn claims before you speak to anyone here.