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.
Transparent pricing. No hidden fees. Cancel anytime.
Join forward-thinking PE funds that know before their lenders do.