Blog - Building and Using Deal Charts

Trace the data lineage of Tap Rock Resources from private entity to M&A exit. Learn how to programmatically link SEC filings, debt instruments, and corporate events for verifiable analysis.

Trace BlackRock's commercial real estate exposure from 13F filings to CMBS loan tapes. Learn how to programmatically link equity holdings to underlying debt for precise risk modeling.

Analyze Apollo Commercial Real Estate Finance (ARI) programmatically using SEC filings. Learn how to track loan origination to securitization with verifiable data lineage.

Learn what CMBS are from a data lineage perspective. Understand how to source, parse, and link CMBS data programmatically from EDGAR filings to verifiable insights.

Learn how to analyze the SoFi credit rating for ABS surveillance. Understand data lineage, disambiguate borrower vs corporate vs tranche ratings, and build verifiable risk models.

Learn how to analyze priority income funds programmatically. Understand waterfall structures, SEC filings, and how to build verifiable risk models for fund analysis.

Learn how to programmatically analyze New Residential Investment Corp (Rithm Capital). Understand data lineage, SEC filings, and how to link CIKs to RMBS deals for risk monitoring.

Learn how to programmatically analyze the Mercury Insurance Group rating. Understand data lineage, SEC filings, and how to build verifiable risk models for insurance counterparty analysis.

Learn how to programmatically analyze the Amazon credit rating. Understand data lineage, SEC filings, and how to build verifiable risk models using credit ratings.

Learn how to programmatically analyze US bank credit ratings for structured finance. Understand data lineage, entity linking, and integration with counterparty risk models.

Learn how to find owners of commercial property using a data lineage approach. Trace ownership through SPVs, LLCs, and trusts for CMBS risk modeling and counterparty analysis.

Learn what tenant improvements are in commercial real estate and CMBS. Understand TI allowances, their impact on NOI, and how to programmatically analyze them from lease agreements and filings.

Learn what C&I loans are in structured finance. Understand commercial & industrial loans, their role in CLOs, and how to programmatically analyze them with data lineage.

Learn how to cite SEC filings correctly for reproducible financial analysis. Master CIK, Accession Numbers, and File Numbers to build verifiable data lineage.

Learn how to programmatically analyze a flattening yield curve for structured finance. Monitor Treasury spreads, link macro signals to deal-level data, and build reproducible workflows.

Accessing a reliable BDC holdings dataset download is critical for structured-finance analysis. Learn how to source, structure, and analyze BDC portfolio data programmatically.

Learn how defeasance works in real estate, including the process, costs, key parties, and strategic considerations for CMBS loan prepayment.

Learn what capitalization rate means in real estate, how to calculate cap rates, and how this key metric helps investors evaluate property investments.

Master the debt service coverage ratio (DSCR) in real estate with this comprehensive guide covering calculation, benchmarks, underwriting, and stress testing.

Understand the key differences between CDOs and CLOs, including collateral quality, structure, risk profiles, and performance history in structured finance.

Master the cap rate formula in real estate with this analytical guide covering NOI calculation, property valuation, interpretation, and advanced applications.

Learn how to purchase mortgage-backed securities with this comprehensive guide covering market access, screening, due diligence, execution, and portfolio monitoring.

Explore 8 asset backed securities examples with detailed analysis of MBS, CDOs, auto loans, credit cards, student loans, equipment financing, and more.

What is a commercial mortgage-backed security (CMBS)? Learn how CMBS work, their structure, lifecycle, and key risks for investors in this comprehensive guide.

What is a business development company (BDC)? Learn how BDCs work, their investment structure, regulatory framework, and key risks for investors.

What is a tranche in finance? Learn how tranches work, their role in structured finance, and how risk is allocated across senior, mezzanine, and junior tranches.

What is a special purpose vehicle and why do SPVs matter? Explore how SPVs work, their uses, and the key risks in one clear guide.

Discover our new AI-powered tool for analyzing technology sector exposure in CMBS deals with instant insights and risk assessment.

Master the art of asking chatbots precise questions about CMBS and ABS deals. Unlock actionable insights with metadata-driven strategies.

Transform your existing charts into new formats to meet different needs.

Count.co canvas looking for references to FIGIs in SEC.gov EDGAR filings.

Discover the reasons behind and the process of creating the CMBS Collateral Distribution Chart.

Understand the creation and purpose of the ABS Delinquencies Chart.

Understand the creation and purpose of the CMBS Geographic Distribution Charts.

Learn how to modify chart colors to highlight key data points and improve readability.

Learn how to change font types, sizes, and styles to create a professional and cohesive look.

Discover the reasons behind and the process of creating the ABS FICO Distribution Chart.

Discover the reasons behind and the process of creating the ABS Loan Term Distribution Chart.

Learn how to customize chart legends to make your data more understandable and visually appealing.

Learn how to break down complex data into simpler, more digestible visualizations.

Learn how to emphasize key data points in your charts to draw attention to the most important information.

Learn how to apply gradients and solid colors to enhance the visual appeal of your charts.

Learn how to ensure all your charts follow a consistent style guide for professional presentations.

Learn how to combine multiple charts into a single, comprehensive visualization.

Learn how to create charts that compare data across different time periods for trend analysis.

Learn how to create charts that compare data from different sources for comprehensive analysis.

Learn how to customize chart backgrounds to create more visually appealing and professional presentations.

Learn how to create interactive chart modifications that respond to user input and provide dynamic visualizations.

Learn how to set up a ChatGPT bot that understands your style guide and automatically applies the correct styles when a chart is dropped in.

Learn how to add annotations and highlights to your charts to draw attention to specific data points or trends.

Learn how to create charts with multiple axes to represent different data sets on the same chart for more complex analysis.

Learn how to filter data to display only specific segments in your charts, making it easier to focus on relevant information.

Explore how to add interactive elements to your charts, such as hover-over information and clickable data points.

Learn how to transform your charts into infographic-style visualizations for more engaging and informative presentations.

Discover how to use ChatGPT to automatically generate summary reports based on the data presented in your charts.

Discover the reasons behind and the process of creating the CMBS Interest Rates Distribution Chart.

Discover the reasons behind and the process of creating the CMBS Loan Structure Distribution Chart.

Discover the reasons behind and the process of creating the CMBS Maturity Schedule Chart.

Discover the reasons behind and the process of creating the CMBS Property Types Distribution Chart.

Imagining if CMBS data appeared in Google SERP features.