Debt, credit & capital structure · Working

Incurrence covenant

Also called: action-based covenant

ELI5

A covenant tested when specified actions are taken, such as issuing debt or paying dividends.

Used in conversation

“Counsel wants incurrence covenant clarified before anyone signs.”

Pitch context

You will see “Incurrence covenant” in financial models, budgets, board packs and investor materials when the discussion reaches debt, credit & capital structure.

Why it matters: In debt, credit & capital structure, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Sources & evidence · 5

Direct term-level sources and supporting source families.