Insights
Choose a dashboard to view. Each one is built on your live data.
Executive
Funding
Funding Trend (12 mo)
Monthly funded volume over the last year.
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Deal Count Trend
Number of deals funded each month.
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Advances by Status
Distribution of advances across their current state.
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Top Merchants
Merchants ranked by total funded amount.
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Fees & Payment Terms
Average pricing, term, and commission outlay.
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Advances - All Time
Total funded production across the whole book.
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Advances - All Time (All Funders)
All-time funded volume split across funders.
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Lenders
ISOs & Reps
Submissions & UW
Submission Funnel
Submissions distributed across pipeline stages.
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Submission to Approval %
Conversion from submission to lender approval.
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Submission to Funded %
Conversion from submission all the way to funded.
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Current Submission Disposition
Live snapshot of submissions by stage.
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Underwriter Funding Summary
Funded production by underwriter.
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Collections & Risk
Collection Curve
Collected vs outstanding payback performance.
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Expected Payments
Outstanding payback still expected from the book.
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Default Rate
Share of the book that has defaulted.
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Book Performance
Funded, outstanding, collections, and default together.
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Bounces
Returned/failed payments over time.
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Bounces Extended
Bounces broken down by return code.
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Recovery Curve
Amounts recovered on defaulted deals over time.
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Default Rate Over Time
Default rate by funding cohort month.
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Defaulted Amount by Default Date
Funded exposure that defaulted, by default date.
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Static Pool
Collected vs expected payback by funding cohort.
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Syndication
Syndication Summary
Participation overview; full per-syndicator detail on Investments.
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Default Rate by Syndicator
Defaulted participation exposure per syndicator.
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Participation
Capital participation by syndicator.
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Summary by Syndicator
Participation, payouts, and ROI by syndicator.
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Syndicator Cash Movement
Capital in (participation) versus capital out (payouts).
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Syndicator IRR
Annualized portfolio IRR with ROI context.
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Syndicator Profit Forecast
Expected syndicator return: participation vs payouts to date.
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Syndication (Beta)
Combined syndication snapshot across the book.
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Static Pool by Syndicator
Participation distribution by syndicator (pool basis).
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