Credit analysis in leveraged markets still runs on manual workflows that don’t match the speed or complexity of today’s deals. Analysts burn hours parsing 300-page credit agreements, rebuilding EBITDA from scratch, and refreshing EDGAR and PACER to catch filings that matter. Across a 30–50 name portfolio, that drag compounds into slower reactions, inconsistent leverage views, and missed risk.

DealLens is a credit intelligence platform built to automate the three workflows that consume a disproportionate share of analyst time:

  1. Covenant extraction

DealLens reads leveraged loan and bond documents and turns the covenant package into a structured, queryable dataset. It captures:

  • Financial maintenance tests with levels, cushions, and step-downs
  • Springing covenant triggers and utilization thresholds
  • EBITDA and "Consolidated Net Income" definitions with all add-backs
  • Key baskets, grower mechanics, portability, and transfer provisions

Instead of tracing dozens of cross-references and reconciling exceptions by hand, analysts can pull the full covenant picture in seconds and compare terms across names, vintages, and sponsors.

  1. EBITDA add-back analysis

Covenant EBITDA is a negotiated legal construct, not an accounting metric. DealLens:

  • Identifies and quantifies add-backs from credit agreements and disclosures
  • Rebuilds economic EBITDA by stripping non-recurring and aggressive items
  • Measures the gap between covenant and economic EBITDA
  • Flags credits where adjustments are inflating covenant headroom and masking real leverage

The result is a consistent, portfolio-wide view of leverage that reflects what the business actually earns, not just the sponsor’s bridge.

  1. Real-time filing surveillance

DealLens monitors EDGAR and PACER in parallel, maps filings to portfolio companies and their subsidiaries using legal-entity matching, filters procedural noise, and surfaces material credit events in real time, including:

  • Bankruptcies and restructuring milestones
  • Going-concern language and covenant risk signals
  • Enforcement actions and regulatory events
  • Significant litigation and early docket activity

Teams get a single actionable feed instead of two siloed systems and manual refreshes.

Who uses DealLens

DealLens is built for teams that live in leveraged credit and special situations:

  • Credit funds running long/short, loan-to-own, or special situations strategies
  • Restructuring advisors tracking the distressed pipeline and monitoring client or target credits
  • Investment banks with leveraged finance, sponsor coverage, or special situations practices

The workflows mirror how analysts actually work — covenant modeling, leverage analysis, and event monitoring — not generic document management.

Where we are

The product is live.

Today, DealLens includes:

  • Pre-seeded covenant structures and financial data for a core universe of leveraged credits
  • Continuous, real-time monitoring of EDGAR and PACER
  • Production workflows for covenant extraction, EBITDA add-back analysis, and filing surveillance

Early customer onboarding is open now.

If you’re spending analyst hours on work that should be automated — and competing in markets that move on minutes, not days — it’s worth a conversation.

Request a demo or start a trial at deallens.ai.

In a market that trades on information, hours or days of lag is expensive — and it compounds across a portfolio. DealLens