From diligence to covenant tracking to LP reporting. No more spreadsheet handoffs between teams.
Set up secure deal rooms. Track Q&A. Pull comparables and precedents from your firm’s own history.
Financial and portfolio covenants tracked continuously. Borrowing base metrics, leverage ratios, coverage tests, all in one live view.
Source-linked monitoring of collateral positions. Early warnings on compliance, not quarterly surprises.
Pull exhibits and write-ups from the same dataset that runs your monitoring. Numbers tie out, every time.
Credit agreements stipulate the reporting. The challenge is access, timing, and consistency. We make the data continuous, source-linked, and queryable. Your team spends less time assembling and more time underwriting.
Book a demo