Live Demo

Covenant Breaches Caught in 24 Hours, Not 90 Days

Stop finding out about a breach a quarter late. Most covenant tracking still lives in a spreadsheet that only speaks up at the next quarterly review by which point the borrower has been out of compliance for 90 days.

In this 30-minute live demo, watch Uptiq's Continuous Monitoring agent read covenants straight out of a real loan agreement, chase the borrower for financials on its own, recalculate every ratio as documents land, and surface a breach with the working shown, while the rest of the portfolio keeps running untouched in the background.

Adriene McCance

GM & SVP - Private Credit & Wealth

James Hallacy

Head - Solution Engineering

September 2nd, 2026

12 PM CT

Virtual Webinar

Demo Agents In Focus

Covenant Extraction

Every financial and non-financial covenant lifted out of the loan agreement and turned into a live compliance tracker — no one re-keying terms into a spreadsheet.

Financial and non-financial covenants extracted directly from executed agreements

Reporting obligations, test dates, and thresholds structured into a trackable record

100% of covenant obligations tracked, including the ones buried in amendments

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Covenant Tracking Agent

Autonomous document collection and validation, so your portfolio managers stop spending their week on follow-up emails.

Chases missing financials and reporting packages without manual follow-up

Reviews incoming documentation and updates the loan record automatically

Centralised tracking built for high-volume portfolios, not one relationship at a time

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Covenant Analysis Agent

Compliance ratios recalculated the moment new financials arrive, with borrower behaviour watched between test dates. This is where a breach stops being a quarterly surprise.

Ratios recomputed on every refresh; breaches detected within 24 hours instead of 90 days

Monitors cash flow trends, spending shifts, overdrafts, and emerging debt obligations to flag delinquency risk before a payment is missed

Alerts your team only when a breach or deadline actually needs a human — with the context and source figures attached

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