Private credit
Catch the credit that is slipping.
Briefed reads the credit agreement, reconciles the covenant schedule and watches each borrower, so a deteriorating credit is seen early and the call stays with the deal team.
One continuously maintained view of every borrower.
A credit is not finished when it is originated. Briefed connects borrowers, facilities, covenants, collateral and guarantors, and flags the signals that matter for a credit officer to review.
Borrower and group
Legal entity, group structure, sponsors and guarantors in one place.
Facilities and covenants
Debt, security and covenants, with headroom tracked against the latest submissions.
Signals linked to the exposure
Financial submissions, filings and market signals tied to the facilities and obligations they affect.
Evidence for the decision
Exceptions arrive with their evidence. The credit decision stays with a person.
Where a credit goes wrong unseen.
The warning is usually in a document that nobody read next to the one it contradicts.
Covenants checked by hand
Certificates are matched to the credit agreement tab by tab, and the differences surface late.
Collateral spread across documents
Security, guarantees and amendments sit in separate files, and the current position is whatever someone last pieced together.
A new draft at midnight
When counsel sends version seven, nobody knows what already cited version six.
Every agreement in one library.
Credit agreements, amendments and borrower submissions sit together, searchable by name or by passage, with where each is used.
Watch every credit on a schedule.
Set the monthly steps once: collect the submissions, compare them with the covenants, and stop where a check fails.
Only what needs a decision.
A held run, a failed check or a question from Anya reaches the inbox with the button that settles it.
Monitoring, run to your standards.
The same checks, every month, with a person deciding what to do about what they find.
Covenant monitoring
Compare each borrower’s submissions with the covenants, track headroom, and investigate deviations.
Early-warning watch
Follow filings and developments on each name and bring the ones that matter to the right person.
Commentary for review
Draft the credit commentary from the evidence, for the team to edit and approve.
Reconcile in the portfolio channel.
Ask for the covenant schedule against the credit agreement and get the differences back with their clauses.
- Differences tied to the clause, not described.
- The call stays with the deal team.
- Example figures are illustrative.
Works where the portfolio team already talks.
- Slack
- Teams
- Outlook
- Excel
- Word
Show me the clause.
Every figure and legal call opens the highlighted line in the original document.
Stops on a missing source.
If a source will not load, the run stops and says why, rather than rounding quietly.
Know what a new draft breaks.
See every cell and memo that cited the previous version before anyone sends.
The other desks.
Investment banking
Comps, models and CIM updates kept current.
See investment bankingPrivate equity
Data rooms read and deals traced from sourcing to exit.
See private equityAsset and wealth management
Coverage maintained and client updates drafted.
See asset and wealth managementCorporate advisory
Engagements found, and what the firm knows kept.
See corporate advisoryBook a discovery call
Bring the credit you worry about.
We start with a credit agreement and covenant schedule from your desk and how they would be read. There is no deck.
The work
What you want done, who sponsors it, and which first workflows would show it works.
Your systems
The warehouses, document stores, research tools and data services the environment has to connect to.
Control
Where data is stored and processed, who can see what, what agents may do, and what needs approval.
Prefer to write first? intelligence@briefedmedia.com reaches the same people.
Enterprise
Infrastructure for AI-native institutions.
Dedicated environments, Workspace and Research deployments, configurable specialist agents, institutional integrations, and financial intelligence infrastructure.