Generated live from your deals, invoices and alerts.
Deals by stage
Loan volume by stage
Invoices by status
Portfolio by stage
Stage
Deals
Loan volume
Fees & billing by type
Type
Invoices
Billed
Collected
Outstanding
Fees not yet generated
Pipeline deals with no fee invoices yet — bill these from the deal's milestones.
Deal #
Borrower
Stage
Loan amount
Alerts by type
Open alerts
Severity
Type
Deal
Detail
Due
Failing loans
Active loans with a missed payment or maturity issue — largest exposure first.
Deal #
Borrower
Amount
Risk
Stage
Maturity
Why
AI predictions vs. actual outcomes
Each deal's AI pre-deal prediction (snapshotted at conversion) against what actually happened. The investor can watch accuracy improve as more deals close.