Covenant Breaches Caught Today, Not in 90 Days

Your biggest risk is finding a breach a quarter late. Most covenant tracking lives in a spreadsheet that only comes up during 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 loan agreement, chase the borrower for financials on its own, recalculate ratios as documents land, and surface a breach with the work displayed. The rest of the portfolio keeps running in the background.

Adriene Mc Cance

Adriene McCance

GM & SVP - Private Credit & Wealth

James Hallacy

Head - Solution Engineering

September 2nd, 2026

12 PM CT

Virtual Webinar

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Agent Highlights

Covenant Extraction

Every financial and non-financial covenant is lifted out of the loan agreement and turned into a live compliance tracker.

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 stops portfolio managers from spending their week doing follow-up.

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.

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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What you'll see in 30 minutes

Areal loan agreement parsed live on anonymised documents

Autonomous document collection running end-to-end: request, chase, validate, and update the record

A breach surfaced within 24 hours of the triggering document landing, with every ratio traceable back to the financial statement it came from

Meet Your Speakers

Moderator

Adriene Mc Cance

Adriene McCance

GM & SVP - Private Credit & Wealth

Linked

Presenter

James Hallacy

Head - Solution Engineering

Linked

Start with one workflow

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