Cardo AI added PDF report generation that turns a deal dashboard into a paginated, presentation ready report tied to live deal data. Users set the layout, commentary, branding and cover page, choose which tables, KPIs and charts to include, and save several templates per deal for different audiences, such as a monthly investor report and a covenant pack; reports can be generated for every deal in one batch or scheduled to email recipients on a reporting date, and each report is logged with its producer and template version.
Our readAsset based finance teams can cut the manual formatting behind investor reports and covenant packs and standardize them across deals. Exports follow existing user permissions.