Trueline CovenantPriced per facility, so it grows with your book.
One-time onboarding per facility, then a flat monthly fee per facility. No seat licences, no software to deploy.
Monitor
Term loans with quarterly reporting.
- Covenant spec, calendar, intake, reminders
- Spreading and tests with page citations
- Certificate review
- Quarterly IC pack
Monitor+
Monthly reporters, borrowing-base and venture-debt facilities.
- Everything in Monitor
- Monthly tests
- Borrowing-base checks
Dedicated
Books of 30+ facilities, or teams wanting a standing analyst allowance.
- Everything in Monitor+
- Monthly analyst hours
- LP data extract
Reference pilot
3 facilities for one quarter, $1,500 flat, onboarding waived. In exchange you allow an anonymised case study and act as a reference. Limited places.
The small print, up front
- Client minimum $1,500 per month
- Amendment re-map $250
- Portfolio pack add-on $750 per quarter per fund
- 10% off from 30 facilities, 15% from 60; annual prepay: two months free
- Unlimited users
Is this software?
No. It is a service. We run the process and send you finished work papers. There is nothing for your team to install or learn.
Can you handle monthly reporting and borrowing bases?
Yes, on the Monitor+ tier.
What do you need from us to start?
The credit agreement, all amendments and waivers, and the borrower's reporting packages. For the free test, one quarter's package is enough.
Will you complete our vendor due-diligence questionnaire?
Yes. We answer every question accurately, including where a control is still being put in place.
One package. Five business days. No cost.
Send a package you already know the answer to. That is the fastest way to find out whether we are worth your time.
- Free on one borrower package
- Mutual NDA before any documents
- No obligation