Convertible Bond Oversight Is Complex, Manual, and High-Risk

Convertible bonds sit at the intersection of debt, equity, and corporate actions, generating vast amounts of complex documentation and data. As portfolios scale, institutions are overwhelmed by information that is critical to decision-making but difficult to interpret, reconcile, and act on in time.

IntelliActions exists to restore clarity in this complexity. Through CROS, we apply AI to transform dense legal documentation into structured, exposure-aware insight—so institutions can move beyond manual review and fragmented systems and make timely, confident decisions with proactive oversight at portfolio scale.