ServicesCalculation and Data Agent
Trust the data and calculations behind every funding decision
Independent third-party verification of reports, calculations and underlying data for greater transparency and confidence.
OUR APPROACH
More than a calculation check
01
See the data behind every result
Access standardized underlying data, supporting calculations, and discrepancies — not just a static output.
02
Resolve discrepancies faster
Surface calculation errors and supporting detail so counterparties can investigate and resolve issues without slowing funding.
03
Keep verification in the funding workflow
Review questions, resolve issues, and maintain a complete audit trail with counterparties in one shared workflow.
04
Get more from the verified data
Use the standardized data behind the review for downstream reporting, analytics, and portfolio oversight.
FAQ
Need answers?
Setpoint’s Calculation Agent is an independent calculation and verification service for capital providers and borrowers. It digitizes loan agreements and automates borrowing base reports, funding requests, and settlement statements, then independently validates the results.
Calculation Agent provides an independent check outside the parties responsible for producing the underlying calculation. Setpoint applies the agreed deal terms and validates the result, giving both sides a third-party view of the numbers rather than relying solely on self-reported calculations.
Calculation Agent flags the discrepancy along with the underlying data and methodology behind it, so you can see exactly where the numbers diverge. Waiver requests and resolution happen inside the same workflow, with a full audit trail attached to every calculation.