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Home/GoCore/Prime Brokerage
For / Prime brokers, clearing and financing desks

The balance is in the system. The terms are in the PDF.

We read the agreements your teams handle by hand — prime brokerage agreements, ISDA schedules, lock-ups, give-ups, stock-loan documents — and turn them into clean, checked terms your margin, billing and reporting systems can actually use.

Scope a 4–6 week pilot See how it works
Runs in your environment Every value traced to its page People approve the important steps
6+Agreements behind one client relationship
30–120Days of lock-up notice buried in an addendum
Every termLinked to the clause it came from
0Client agreements leave your environment
the problem

Where the work slows down.

Four places where people still read and re-type agreements by hand.

01

Negotiated terms never reach the engine

The signed agreement differs from the template, but the margin and billing systems still run on the template.

Revenue leakage and breached terms
02

Onboarding is a document relay

Fund documents and credit financials are read by four teams in turn before a client can trade.

Time-to-first-trade set by the queue
03

Nobody can state the live terms

One client is described by a PBA, two amendments, an addendum and a side arrangement.

Every question costs legal hours
04

Lock-ups surface at the worst moment

Notice periods and termination events are found in the document, after the change has been made.

Contractual breach in the wrong week
the documents

The documents we read.

Start with the one that costs you the most time today. That is where a pilot starts.

Prime brokerage agreements

Financing rates, collateral rules and termination rights, per client.

ISDA schedules & CSAs

Thresholds, independent amounts and cross-default triggers.

Margin lock-ups

Notice periods and termination events negotiated separately.

Stock loan & repo agreements

GMSLA, MSLA, GMRA and MRA terms.

Give-up agreements

Limits and designation rules for each executing dealer.

Onboarding packs

Offering memoranda, IMAs, signatories and financials.

how it works

Five steps from document to data.

One pipeline, inside your environment. A document becomes usable data at step three, and trusted data at step four.

One file· five steps
As it arrivesReady to use
Step 01

Collect

from every source

Step 02

Read

scans, photos, PDFs

Step 03

Extract

the fields that matter

Step 04

Check

scored against your rules

Step 05

Deliver

into your systems

01 Collect Agreements arrive from legal systems, mailboxes, e-sign platforms and scans→ Collected into one queue
02 Read Scans, faxes and PDFs are made readable→ Clear text, schedules and annexes kept in place
03 Extract The system finds the terms that matter→ Rates, notice periods, thresholds, collateral
04 Check Each value is checked and scored→ Low-confidence fields go to a person
05 Deliver Clean data is delivered where it is needed→ Margin, billing, books and records
Most tools stop at step two. Reading a document is not the same as trusting the data in it.
results

What you get.

One source of clean data that every team and system can use.

Terms that reach the engine

Rates, notice periods and thresholds written straight to margin and billing as data.

Faster onboarding

Fund and credit documents read on arrival. People only review what the system is unsure about.

The live terms, in one place

The operative term resolved across the PBA and every amendment, each linked to its clause.

No surprises from lock-ups

Notice periods and termination events queued against the client record before a change is made.

How much runs without a person· by document typetypical targets
Give-up agreements
95%5% reviewed
Stock loan & repo
92%8% reviewed
Onboarding packs
91%9% reviewed
ISDA schedules & CSAs
90%10% reviewed
PBAs & addenda
87%13% reviewed
The rest is not failure. It is the small share a reviewer checks, with the source page already open. Your actual numbers are measured on your own documents during a two-week discovery.
trust

Built by gothink.ai. Runs inside your environment.

This system reads negotiated client agreements and writes to your financing records. It belongs inside your walls, not on someone else’s servers.

Your data stays with you

Your cloud, your access controls, your keys. Our software comes in; your documents never go out.

  • No outside AI provider sees a page.
  • Nothing you process trains our models.
  • A named person approves every important action.
More than text recognition

Basic OCR gives you text. We give you checked data, traced to its source, that gets better over time.

TextOCR FieldsExtracted TracedTo the page CheckedYour rules LearnsOver time
See the full comparison →
Small steps, your decision

Each phase ends with a measurable result. You decide whether to continue at every gate.

2–3 weeks Discover
2 weeks Design
4–6 weeks Pilot
6–10 weeks Scale
ongoing Operate
How an engagement runs →
Next step / a 4–6 week pilot

Start with one type of agreement.

Pick the paperwork that costs you the most legal hours. We prove the results on your own files, in weeks.

1

Choose the documents

One client segment’s prime brokerage agreements, or every give-up on the desk. Whichever hurts most.

2

Two-week discovery

We map the fields you need, agree how confident the system must be, and measure today’s manual effort.

3

See the result

A working pipeline on your documents, scored against answers your own experts approved.

Book a discovery sprint See the full GoCore
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