Risk
Covenants, DSRI, alerts, and risk scans — monitoring portfolio and credit risk continuously.
Risk monitors covenants and performance across your book: define covenants, watch DSRI and other signals, get alerts on breaches, and run agent-driven scans that surface what needs attention.
Who it's for
Private-credit and hedge-fund teams monitoring covenant compliance and portfolio risk.
Surfaces
| Surface | What it does |
|---|---|
| Risk Dashboard | Your Covenants (direction, threshold, current value, status) and Open alerts. |
| Covenant detail | Drill into a single covenant's status and history. |
| Add covenant | Define a new covenant to monitor (incl. coverage ratios such as DSRI / DSCR). |
Workflows
Run a risk scan
Scan covenant and performance signals across the book and surface what's breaching or trending toward a breach.
- Open the Risk Dashboard and choose Run risk scan.
- The agent evaluates covenant and performance signals (the run is inspectable under the module's agent-runs).
- Review surfaced items in Open alerts.
Agents & MCP
Risk scans run as agent runs you can inspect; agent-proposed state changes can route through Approvals. Risk reads source data via your MCP connections and pairs with Pricer for downside economics.
Risk scans consume credits.