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Debt & LOC

Demo

Jun 16, 2026

GC credit facilities, covenant tracking, and borrowing base certification

Hartwell Construction Group · As of Jun 15 · 5 facilities

Compliant

Funded Debt

$3.2M

4 funded tranches

Blended Rate

7.56%

Weighted by outstanding

Annual Debt Service

$241.2K

Principal + interest

Next Balloon

$612.0K

426d · Liebherr…

Compliant

4

Covenants in compliance

Watch / Breach

0 / 0

Needs attention

Maturity Wall

Balloon payoffs on equipment notes, yard mortgage & municipal LC — sized to GC fleet and corporate collateral, not owner project loans.

Liebherr Tower Crane — Term Note

Cat Financial · Peachtree Medical Plaza — Phase 2

$612,000

Aug 15 · 426d

Corporate Yard & Prefab Shop

Regions Bank

$1,184,000

Aug 15 · 1157d

Cost of Capital

Blended rate on funded GC debt — revolver, Cat/Ally equipment notes & yard mortgage. Surety program excluded (premium, not interest).

Working Capital Revolver (AR / WIP BBC)

8.35%

35% of debt

Liebherr Tower Crane — Term Note

7.95%

19% of debt

Fleet Vehicles (14 trucks/SUVs)

7.45%

10% of debt

Corporate Yard & Prefab Shop

6.63%

37% of debt

Portfolio blended rate7.56%

Credit Facilities — GC Ledger

FacilityTypeOutstanding / utilizedRateDebt serviceMaturity / balloon

Working Capital Revolver (AR / WIP BBC)

Piedmont Commercial Bank

Payroll and sub float between owner draws. BBC filed monthly by 15th.

Working capital revolver$1,125,000

of $3,000,000 limit

8.35%

SOFR + 285 bps

$7,820 /mo

Jun 14

P&P Bond Program — Aggregate

Old Republic Surety

Peachtree Medical Plaza — Phase 2, Fulton County Justice Center — Renovation, Auburn Ave Mixed-Use Development all bonded.

Surety / bond line$4,480,000

utilized of $6,000,000

Annual premium ~1.85% of bonded WIP

Premium basis

Jun 14

Liebherr Tower Crane — Term Note

Cat Financial

On Peachtree Medical site. Relocates to Auburn Ave at Peachtree completion.

Equipment loan

Peachtree Medical Plaza — Phase 2

$612,000

7.95%

7.95% fixed

$4,200 /mo

Aug 15

Balloon $612,000

Fleet Vehicles (14 trucks/SUVs)

Ally Commercial Finance

Equipment loan$314,000

7.45%

7.45% fixed

$1,840 /mo

Apr 15

Corporate Yard & Prefab Shop

Regions Bank

4.2 acre yard, 18,000 SF prefab shop, fleet parking. Not project collateral.

Real estate mortgage$1,184,000

6.63%

6.625% fixed

$6,240 /mo

Aug 15

Balloon $1,184,000

Funded debt total+ $4.5M bonded (surety)$3,235,0007.56% blended$20,100/mo2 balloon events

Covenant Compliance

GC-specific covenant tests — liquidity for payroll/sub payments, surety capacity on bonded backlog, and coverage ratios tied to the 13-week cash forecast so a field cash dip doesn't trigger a technical default.

Minimum Liquidity

Piedmont Commercial Bank

Compliant

Combined operating cash + LOC availability

Threshold
$500,000
Current
$1,243,800 operating + $1,875,000 LOC
13-week projection
$312,400 operating / $2,187,400 with LOC (Jul 16)

Week 5 operating cash dips to $312K before payroll — below minimum threshold. Planned $125,000 LOC draw maintains total liquidity above covenant floor.

Covenant headroom148%

Minimum Current Ratio

Piedmont Commercial Bank

Compliant

Current assets ÷ current liabilities

Threshold
1.15× minimum
Current
1.42×

Current assets $4.2M / Current liabilities $2.96M. Retainage receivable ($847K) included in current assets.

Covenant headroom23%

Maximum Leverage

Piedmont Commercial Bank

Compliant

Funded debt to EBITDA

Threshold
2.25× maximum
Current
1.87×
13-week projection
1.94× (if full LOC drawn)

Funded debt $3,120,000 / TTM EBITDA $7,097,500 (8.35% margin on $85M revenue). Surety program excluded.

Covenant headroom17%

Minimum DSCR

Piedmont Commercial Bank / Regions Bank

Compliant

Debt service coverage ratio (annual)

Threshold
1.20× minimum
Current
1.84×
13-week projection
1.71× (stressed — Week 5 cash dip)

TTM EBITDA $7,097,500 / Annual debt service $908,000. Equipment and yard mortgage notes fixed — coverage comfortable even in stressed scenario.

Covenant headroom42%