Reports
Bank-ready. Committee-ready.
Every report is generated to the formatting standards real underwriters expect. Drop them into committee unedited.
Bankability Report
PDF · 18 pagesA composite review of credit, cashflow, structure, reserves, and compliance posture.
Underwriter Packet
PDF · 32 pagesPre-formatted submission for SBA, commercial, and equipment underwriters.
Funding Strategy Report
PDF · 22 pages12-month capital roadmap with sequenced product recommendations.
Tradeline Audit
PDF · 14 pagesVendor reporting depth, payment history, and Paydex trajectory.
Risk Disclosure
PDF · 12 pagesDerogatory accounts, inquiries, public records, and remediation pathways.
Executive Brief
PDF · 1 pageOne-page founder-grade summary for board, investor, and lender meetings.