Get your free Portfolio Risk Assessment Report

Triage your at-risk borrowers

We want to help lenders in these volatile times, and we hear from our customers that they’re inundated with client requests. So we thought we could help lighten your load.

We’re offering a free Portfolio Risk Assessment Report for up to 25 of your borrowers. Send us whatever you need help with, whether it’s your highest risk clients or the next tranche of customers you haven’t had a chance to even look at yet. We’ll help you evaluate their financial health and prioritize your client list.

We have guaranteed capacity for the first 50 companies that respond, so let us know your interest as soon as possible.

How it works

1) Gather the most recent financial statements you have for up to 25 clients. We can work with whatever you have:

Any financial statement


  • Income statements
  • Balance sheets
  • Business tax returns
Any document format


  • PDF
  • Excel
  • Image

2) Send us the documents however is easiest for you:

  • Use a file sharing service like Box, Dropbox, or Drive
  • Call or email us, and we’ll send you a secure web portal link

3) Within 48 hours, we’ll deliver your Portfolio Risk Assessment Report with high priority borrowers to monitor based on:

  • Working Capital
  • Quick Ratio
  • Fixed Charge Coverage Ratio
  • EBITDA Margin
  • Funded Debt / EBITDA
  • Days Payable Outstanding
  • Days Sales Outstanding

Want a preview?

Download a sample report now:

Download a sample Portfolio Risk Assessment Report

Download now

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