Clearer Portfolio Visibility. More Time to Drive Value.
From tracking portfolio company performance to managing lender reporting, CIQ gives investment teams, operating partners, and finance leaders a secure platform to share financial data, monitor covenants, and identify where attention is needed.
Growing portfolios make fragmented reporting harder to manage.
Each portfolio company brings its own accounting systems, reporting practices, and lender requirements. Sponsor teams spend time chasing financials and reconciling spreadsheets, while company finance teams prepare overlapping reporting packages. This makes it harder to spot underperformance, understand liquidity needs, and act before covenant headroom narrows. CovenantIQ brings financial reporting and covenant monitoring together, helping sponsors maintain consistent oversight as their portfolios grow.
Build a Consistent View Across Portfolio Companies.
CIQ connects to portfolio company accounting systems and standardizes financial data, reducing manual collection and reconciliation. Give investment and operating teams comparable information while preserving the detail needed to understand each business.
See Where Performance Needs Attention.
Compare actual results against budgets and forecasts, and track operating metrics alongside financial performance. From margin changes and working capital trends to ARR and churn, CIQ helps sponsors and management teams identify gaps and focus conversations on the drivers that matter.
Stay Ahead of Covenant Pressure.
CIQ maps company financials to the specific definitions in each credit agreement, including EBITDA adjustments and debt service requirements. Track leverage, liquidity, and covenant headroom with traceable calculations, helping teams recognize emerging pressure and prepare for lender conversations earlier.
Simplify Reporting Between Companies, Sponsors, and Lenders.
Bring financial submissions, supporting documents, and compliance certificates into a shared reporting workflow. CIQ helps portfolio company finance teams reduce repeated requests and last-minute follow-ups, while giving sponsors and lenders clearer visibility into reporting status and the underlying numbers.
News and insights from CovenantIQ. Delivered semi-quarterly.
Ready for clearer visibility across your portfolio?
See how CovenantIQ helps sponsors track portfolio company performance, stay ahead of covenant pressure, and simplify lender reporting.