What they say they do
Equipped describes an AI-powered loan and portfolio management platform for private credit and direct lending teams: it models bespoke facility terms (ratchets, amortisation, delayed draws, PIK toggles), ingests and standardises borrower financials to update covenant tests and portfolio metrics, runs statements, notices and reporting workflows, and provides investor-reporting tools, with calculations and approvals kept in an audit trail.
Capabilities
5 capability claims, each linked to the vendor page it came from.
Use cases this maps to
- PCT-071 Every borrower's quarterly pack, spread into one monitoring model: covenant headroom tracked quarter by quarter via covenant tests, financial extraction
- PCT-073 Recurring revenue loan: test ARR leverage and minimum liquidity, and check whether the borrower can flip to EBITDA via covenant tests
- PCT-074 Amendment or waiver request in: what is being asked, who has to consent, and what it does to the covenant via covenant tests
- PCT-075 Agent notices against your book: interest, rate fixings, amortization and fees reconciled before cash lands via loan admin
- PCT-076 Early-warning brief across the book: financials, reporting behaviour, requests and news in one cited watchlist draft via portfolio monitoring
- PCT-077 LP reporting: map the fund ledger to the ILPA Reporting Template and draft DDQ answers from approved documents via lp reporting
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