Private-data AI for Private Credit workflows
Deploy guided AI inside your environment to analyze documents, preserve metadata, and automate portfolio risk work without giving up control of sensitive data.
Your AI-powered portfolio risk assistant
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Understanding the challenge and providing AI-powered solutions
Covenant-lite deals now dominate private credit portfolios, leaving LPs uneasy about early warning coverage. Many managers still track covenants manually, delaying detection of debt ratio breaches or PIK build-up.
Ingests borrower financials, loan docs, and PIK accrual data, scores covenant headroom, and alerts teams when triggers approach so workouts start sooner.
How Covenant Risk Monitor transforms your portfolio risk operations and delivers measurable value
Calculates leverage, coverage, and liquidity ratios from borrower updates and flags breaches before filings arrive.
Highlights portfolios reliant on PIK income and models cash needs if PIK flips to cash pay.
Aggregates counterparty exposure, documentation quality, and playbook tasks for stressed credits.
Connect the systems your team already runs, keep data in your environment, and bring governed AI into daily operations without a ground-up rebuild.
Give business teams a governed way to interact with documents, records, and workflow context. Covenant Risk Monitor keeps the interface simple while preserving traceability, permissions, and deployment controls.
"What drove our portfolio risk performance last quarter?"
Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.
Ask follow-up questions, trace answers back to source material, and review outputs with clear provenance.
Extract signals from files, correspondence, and enterprise records while keeping metadata and business context intact.
Turn findings into reports, approvals, or next-step workflows without losing ownership of the process.
Retain operational context, security boundaries, and team-specific conventions across each workflow.
Deploy governed automation for Private Credit teams without moving sensitive data outside your environment
Bring evidence-linked automation to head of credit risk workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to portfolio manager workflows with deployment patterns designed for sensitive data and human review.
Bring evidence-linked automation to chief risk officer workflows with deployment patterns designed for sensitive data and human review.
See how Covenant Risk Monitor fits your current workflow, deployment model, and governance requirements without sending sensitive data outside your environment.
30-minute walkthrough tailored to your portfolio risk team
A tailored walkthrough mapping Covenant Risk Monitor to your live workflows.
We map the real workflow, stakeholders, and source systems behind your deployment before configuration begins.
Security review packet, SOC 2 controls, and sample tenant architecture.
Dedicated RevOps + AI engineer to instrument signals and measure ROI.