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Portfolio Risk AI Agent

Covenant Risk Monitor

Revolutionary AI for Private Credit excellence

Experience the future of portfolio risk automation. Upload data, ask questions, and get instant AI-powered insights.

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Covenant Risk Monitor

Your AI-powered portfolio risk assistant

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Challenge & Solution

Understanding the challenge and providing AI-powered solutions

Challenge

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.

Impact: Reduced Efficiency & Growth

Solution

Ingests borrower financials, loan docs, and PIK accrual data, scores covenant headroom, and alerts teams when triggers approach so workouts start sooner.

Result: Enhanced Performance & ROI
Business Impact

Key Benefits

How Covenant Risk Monitor transforms your portfolio risk operations and delivers measurable value

1

Automated covenant checks

Calculates leverage, coverage, and liquidity ratios from borrower updates and flags breaches before filings arrive.

2

PIK and cash flow watch

Highlights portfolios reliant on PIK income and models cash needs if PIK flips to cash pay.

3

Workout readiness dashboard

Aggregates counterparty exposure, documentation quality, and playbook tasks for stressed credits.

How It Works

Effortless AI Integration

Transform your portfolio risk operations with conversational AI that understands your business context

Natural Language Interface

Transform complex data queries into simple conversations. No SQL, no technical training, no complex dashboards. Covenant Risk Monitor understands your portfolio risk context and delivers instant, actionable insights.

Live Conversation Example:

"What drove our portfolio risk performance last quarter?"

Instantly generates interactive charts, identifies key trends, and provides actionable recommendations with full context.

Key Capabilities:

Conversational Intelligence

Ask follow-up questions, drill down into details, and explore data naturally through conversation

Smart Visualizations

Auto-generates charts, tables, and interactive dashboards perfectly tailored to your questions

Instant Sharing

Export insights as reports, presentations, or embed live dashboards anywhere in your workflow

Context Understanding

Remembers your portfolio risk context and provides industry-specific insights

Designed For Enterprise Leaders

Who Benefits Most

Empowering Private Credit professionals with intelligent automation and actionable insights

Head of Credit Risk

Streamline your portfolio risk workflows with AI-powered insights tailored for head of credit risk responsibilities.

Strategic decision automation
Real-time performance monitoring
Risk assessment & mitigation
1

Portfolio Manager

Streamline your portfolio risk workflows with AI-powered insights tailored for portfolio manager responsibilities.

Predictive analytics & forecasting
Advanced data visualization
Custom reporting dashboards
2

Chief Risk Officer

Streamline your portfolio risk workflows with AI-powered insights tailored for chief risk officer responsibilities.

Process optimization & efficiency
Intelligent workflow automation
Cross-platform integration
3
Portfolio Risk AI Specialist

Ready to Transform Your Business?

See how Covenant Risk Monitor revolutionizes your portfolio risk operations with AI-powered insights and intelligent automation.

Schedule Your Free Demo

30-minute walkthrough tailored to your portfolio risk team

We’ll follow up within one business day.

What You’ll Get

A tailored walkthrough mapping Covenant Risk Monitor to your live workflows.

ICP-grade playbooks

We map your investor update or IC workflow and configure benchmarks in-session.

In-tenant deployment path

Security review packet, SOC 2 controls, and sample tenant architecture.

Platform success crew

Dedicated RevOps + AI engineer to instrument signals and measure ROI.

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