CLO covenant compliance, obligor-level focus
CLO covenant monitoring sits at two layers: the underlying obligor (each loan in the warehouse or pool) and the CLO itself (OC/IC ratios, concentration limits, collateral quality tests). CapitalBridge focuses on the obligor layer: per-loan covenant packages, borrower-side reporting, automated headroom alerts, audit trail. Pair with a dedicated waterfall tool (Allvue, IntexCalc, Wall Street Office) for tranching and rating-agency models.
Strong on obligor reporting. Not a waterfall tool.
Be honest about what CapitalBridge is and is not. For waterfall structuring, payment priority modelling, and rating-agency reporting, use Allvue, IntexCalc, or Wall Street Office. For per-obligor covenant tracking, borrower-side reporting, headroom alerts, and audit trail across the underlying loans, CapitalBridge is purpose-built. Most sophisticated CLO managers run both.
CapitalBridge handles
- Per-obligor covenant packages
- Borrower-side reporting + portal
- Headroom monitoring + alerts
- Audit trail per change
- Cross-portfolio risk view
Use a dedicated tool for
- Waterfall structuring + tranching
- Rating-agency model output
- Trustee remittance reporting
Continue exploring
See how it works with your portfolio structure
Book a 30-minute demo. We configure it with your actual portfolios, categories, and counterparties so you see exactly how CapitalBridge fits. No generic product tour. You talk to the team that built it.
"The gap between a $200K enterprise platform and a shared spreadsheet should not be this wide. We built the thing that belongs in that gap."