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Cash Flow & Treasury
Covenant Tracking

Covenant Tracking

Staying inside lender terms with visibility on headroom before each test date.

The Business Imperative

Businesses with bank debt or bond obligations frequently have financial covenants that, if breached, can trigger default, accelerated repayment, or loss of credit facilities. Many businesses do not actively track their covenant headroom until a breach is imminent.

Our Approach

We build covenant tracking models that monitor all financial covenants in real time against actual and forecast performance.

How We Build

Real-time covenant compliance model against actuals and forecast
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