Syndicated loan covenant compliance, participant view
Most syndicated loan platforms focus on the agent-bank workflow: settlement, primary distribution, paying agent functions. As a participant, your real workflow is different: track every compliance certificate the agent distributes, recompute the maintenance covenants from the borrower's financial statements, surface deterioration before the breach notice arrives. CapitalBridge handles that side: per-participation covenant tracking, lender-side reporting deliverables, audit trail across the portfolio.
Track every compliance certificate, recalculate every covenant
Compliance certificates from the agent bank arrive on a quarterly cadence. CapitalBridge logs each one, recomputes the underlying covenants from the certificate financial figures, compares to the credit agreement thresholds, and surfaces status. Across a portfolio of 30-100 syndicated participations, the cross-portfolio view shows where stress is concentrated and where attention is needed.
Per-participation covenant package
Each syndicated participation carries the credit agreement covenants. Tracked + recomputed per certificate.
Compliance certificate log
Every certificate from every agent, logged + indexed. Find the source of any covenant calculation in seconds.
Cross-syndicate risk view
See all participations on one dashboard. Spot which obligors, sectors, sponsors are deteriorating.
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."