Monetary Announces Capital Markets Platform: AI Native Platform for Bankers and Municipal Advisors

Monetary Markets will connect firm intelligence, municipal market data, and issuer records to help deal teams identify opportunities and serve clients

CHARLOTTE, N.C.--(BUSINESS WIRE)--Monetary (formerly DebtBook), the most sophisticated treasury management system built for public sector organizations, today introduced Monetary Markets. This AI-native capital markets platform serves investment banks, commercial banks, and municipal advisors working with government and nonprofit organizations.

Built on seven years of collaboration with municipal borrowers, advisors, and bankers, Monetary Markets will unite public market data, proprietary firm intelligence, automated refunding analysis, and debt structuring into one platform. Marty, Monetary’s AI analyst, works across the platform to help teams improve productivity, strengthen client service, win rates, and drive revenue growth.

“This is our vision for what this work becomes,” said Tyler Traudt, Chief Executive Officer of Monetary. “An AI platform that enables every part of the job and connects those parts closely to each other. We are announcing the platform today, and we are actively collaborating with partners and customers to build the future of how banks and advisors serve the public sector.”

Connected data and tools for deal teams

Deal teams often rely on separate systems for market data, client information, pricing, and sizing. Bringing that information together requires hours of manual work, with the quality of the analysis dependent on individual analyst expertise. Monetary Markets will connect those workflows so deal teams can:

• Know every client: Every issuer relationship in one place: debt schedules, allocations, refunding lineage, private placements, client events, and your firm's own deal documents, memos, and proprietary overlays. Nothing lives in someone's inbox.
• Find the opportunity before anyone asks: Refunding candidates surface daily across your entire coverage, not just the credits someone remembered to run. New issues come in, called and defeased bonds drop out, and every candidate is priced off today's scales. No backchecking. No rebuilding the universe. No updating scales.
• Size and structure it: A complete structuring engine that already knows the client and the market. No re-keying the debt schedule. No importing the curve.
• Price it against the market: Full municipal reference data, yield curves, Treasuries, SLGS, SIFMA/SOFR, secondary trades, primary comps, and offering documents, connected to the analysis instead of sitting next to it.
• Show up with the answer: Refunding books, debt profiles, and pitch materials built from the same data your team used to find and structure the deal.

AI grounded in firm expertise and issuer data

Marty, Monetary’s AI analyst, works across all of it, connecting public reference data, proprietary firm intelligence, permissioned client data from Monetary’s system of record, and live market feeds. Built specifically for municipal securities and integrated with client profiles, Marty automates comparable analyses and pricing, accelerates debt sizing and structuring, identifies high-value refunding opportunities, and generates client-ready deliverables. Users can ask plain-language questions about cash positions, callable bonds, and refunding savings. Marty pulls, drafts, and proposes the work that follows. Every answer traces back to its source. The user reviews and approves.

Built with banks and advisors, connected to their clients

Monetary serves more than 20% of the nation’s top 1,000 municipal obligors. Monetary Markets extends that foundation to their bankers and advisors, enabling closer collaboration and real-time visibility into permissioned client data.

Leading banks and advisors are helping shape the platform, with early partner feedback informing every release—from deal structure support and data refresh schedules to how Marty surfaces analysis and recommendations.

“We’re partnering with leaders from the industry to build the platform that can deliver,” said Greg Person, Chief Revenue Officer at Monetary. “They want a complete solution, unified data, and AI capabilities they can trust. We’re building it with them.”

About Monetary

Monetary is the most sophisticated treasury platform—built for government and nonprofit finance. Monetary TMS unifies debt, cash, and investments in one system of record, connected to the accounting and policy standards public finance teams are held to. Monetary Markets is being developed to extend that foundation to the bankers and advisors who serve them. Marty, Monetary’s AI analyst, is designed to work across Monetary TMS and Monetary Markets, answering questions in plain language and helping prepare analyses and materials, with answers traceable to source information and users reviewing and approving the work. Over 2,000 government and nonprofit organizations run on Monetary, representing $600 billion in managed par. Learn more at MonetaryHQ.com.