Private Equity Sponsors

Focus on Generating Alpha from Middle Market Portfolio Operations

Private Equity firms specializing in the lower middle market excel at driving top-line growth, profitability, and long-term value creation through operational and industry expertise. A critical part of this strategy involves working with banks and private credit lenders to secure customized financing solutions—such as unitranche, mezzanine, and cash-flow-based loans—that fuel expansion, efficiency, and strategic acquisitions.

However, managing covenant compliance and lender reporting can divert valuable time and resources away from value creation. With CovenantIQ, Private Equity firms can shift their focus from administrative burdens to what truly matters—operational excellence, revenue growth, and maximizing investor returns.

Focus on Generating Alpha from Middle Market Portfolio Operations.

Solutions for Private Equity Sponsors

Move Beyond Data Collection and Supercharge Credit Operations

CIQ’s API-first approach gathers, standardizes, and analyzes detailed borrower data, eliminating manual reconciliation, reducing reporting delays, and making it faster and easier for private credit teams to monitor borrower risk across their entire portfolio. With CIQ, your team can easily monitor a higher volume of credits without additional headcount or sacrificing oversight as you grow your portfolio of loans.

Structure Complex Credit Agreements–Automate Covenant Compliance

CIQ maps granular borrower data directly to loan covenant definitions in the credit agreement, allowing private credit teams to effortlessly monitor covenant compliance and proactively manage default risk.

Build Stronger Relationship with Borrowers and Foster Their Success

Transform covenant enforcement from a reactive, one-sided process into a transparent, collaborative dialogue, helping borrowers stay ahead of financial risks while aligning on long-term business success.

Increase Dealflow and Expand Market Coverage through Partnerships

CIQ’s centralized financial data hub simplifies collaboration between financial institutions—whether through loan syndications, participations, or strategic partnerships. With CIQ, private credit funds can seamlessly partner with community banks to provide cash-flow-based loans to non-sponsored middle-market companies that traditional private credit often overlooks. This enables community banks to offer financing beyond their typical loan packages while giving private credit funds access to a broader range of high-quality lending opportunities.