AI-Powered Portfolio Monitoring
Track covenants across your entire portfolio. AI-powered analysis. Self-hosted for data sovereignty. Know before your lenders do.
Self-hosted. Your data never leaves your network. Enterprise AI at small-firm prices.
73% of PE firms cite covenant monitoring as a major operational bottleneck.
Covenant tracking doesn't scale. As your portfolio grows, spreadsheets become unmanageable, error-prone, and impossible to audit.
You find out about breaches after lenders call. By then, it's too late to negotiate or remediate. You're always playing catch-up.
Sensitive financial data scattered across cloud tools. When LPs ask where their portfolio data lives, what's your answer?
Institutional-grade monitoring, delivered on your infrastructure.
AI automatically tests covenants against thresholds. Debt/EBITDA, Interest Coverage, Current Ratio - all monitored in real-time.
Upload financials in any format. Our AI extracts the data you need without manual entry or reformatting.
Your data stays on your infrastructure. No third-party clouds. Full data sovereignty for LP compliance.
One dashboard for your entire portfolio. Track all companies, all covenants, all in one place. No more tab switching.
Transparent pricing. No hidden fees. Cancel anytime.
Stop the spreadsheet madness. Start monitoring smarter.