CovenantAI is designed to support legal and investment advisors through AI-driven covenant and document analysis. The system combines generative AI agents, domain-specific training, and market data integration to surface insights from private credit materials. It enables users to examine market activity, assess contractual variations, and identify potential risk exposures or liability management opportunities.

Key Features and Functions include:

Market Assessment Capability
Allows users to retrieve precedent information or compare clause language across transactions to identify trends or deviations in market practice.

Document Review and Data Extraction
Facilitates efficient review of credit documents and automatic extraction of key data points relevant to covenant compliance and portfolio management.

Provision Interpretation
Provides context and historical understanding for complex covenant and credit provisions, showing how terms have been used and applied in practice.

Liability Management Analysis
Assists in identifying potential liability management exposures such as uptiering, drop-downs, or similar maneuvers, supporting proactive risk assessment.

Integration within Octus Ecosystem
Operates as part of the Octus data and analytics platform, allowing access to underlying datasets, research tools, and workflow integrations across related Octus products.