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 | Covenant status, DSRI signals, and the breach review queue. |
| Add covenant | Define a new covenant to monitor. |
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.
- Review flagged items in the breach review queue.
Agents & MCP
Risk scans run as agent runs you can inspect; state-changing actions route through Approvals. Risk reads source data via your MCP connections and pairs with Pricer for downside economics.
Risk scans consume credits.