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FINTECH DASHBOARD
Deal Id
Name
Total
Deal | Name |
|---|---|
Title
Name
On Team CB
Income Statement
Balance Sheet
Statement of Cash Flows
Convenants
Credit Metrics
Loan IQ API
(current balances,
Rate,
Spread,
Fees
Tenure/Maturity)
Capital Structure
Category | Closing # % | Current # %
Total 100%
Sources & Usage
Sources Usage
Catagory # Category #
2 totals must equal
Financial Trends
Financial Input
Line Graph
Bar Graph
save deal dashboard
Convenants
Rules of the deal
Dropdown of standards
Deal Id
Name
Address
Contact Email
Public/Private
KYC Stuff
Expected Returns
Deal Info
Deal Stats
Origination info
Headquarters
KYC Info
Deal Team
Names & Titles
names
Company Info
Text Block
Transaction Info
Date / Item / Member
/ Member
Other pages
Moodys RR - API
Input
Legal Terms
Commentary
Acquisition Tracker - update transactions
KYC Tracker
Approval Tab - annually
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