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Know a covenant is tightening before the certificate arrives.

Most monitoring runs on a spreadsheet that is rebuilt every month and understood by one person. We build monitoring that runs on the data layer, calculates the tests the way your agreements define them, and raises what is moving before it becomes a call with the sponsor.

What it covers

Built per facility, from the terms as written, rather than from a generic covenant template.

  • 01

    Covenant tests

    Leverage, coverage and liquidity tests calculated as the agreement defines them, including the definitions nobody else models.

  • 02

    Borrowing base

    Eligibility, advance rates, concentration limits and reserves, recalculated whenever the collateral data moves.

  • 03

    Early warning

    Trend and headroom tracking that shows direction, not just a pass or fail at the test date.

  • 04

    Waterfall calculation

    Distributions modelled per structure, so the answer can be checked rather than trusted.

  • 05

    Reporting obligations

    What is due, from whom, when, and what is late, tracked without a shared inbox.

  • 06

    An audit trail

    Every calculation traceable to its inputs and the clause that defines it.

For portfolio and operations teams

Monitoring that survives the portfolio doubling.

Tell us how covenants are tracked today and how many facilities you carry. We will show what running it properly would look like.

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Where this connects.