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:
- Income statements
- Balance sheets
- Business tax returns
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:
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We take great pride in our data security and privacy procedures, and we have built our technology from the start to meet or exceed standard practices in the financial services industry. We are SOC2 certified and ready to protect your data.