Real-Time Dashboards
Monitor portfolio health at a glance. Track funded volume, collection rates, default rates, and ROI across all your positions.
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Portfolio Analytics and Investor Reporting
Stop guessing how your portfolio is performing. Real-time dashboards show you exactly where you stand, and automated reports keep your investors informed without manual spreadsheet work.
Portfolio Analytics
Last 30 days
$2.84M+18.5%
Deals
47
Default
2.1%
Collected
$1.2M
Outstanding
$1.6M
IRR
24.3%
Avg Term
8.2mo
Report templates available
Real-time data updates
Faster report generation
Exportable metrics
Complete Visibility Into Your Portfolio
From high-level performance summaries to position-level detail, see everything you need to manage risk and demonstrate returns.
Performance Trending
Spot patterns before they become problems. See how metrics trend over time and compare performance across funding cohorts.
Portfolio Composition
Understand your exposure by industry, geography, funding size, and risk tier. Identify concentration risks early.
Automated Reports
Generate investor-ready reports with one click. Schedule weekly, monthly, or quarterly reports to send automatically.
Early Warning Alerts
Get notified when accounts show signs of stress: missed payments, declining bank balances, or unusual activity.
Data Exports
Export any report to Excel, CSV, or PDF. Pull data via API for your own analysis or regulatory submissions.
Why Reporting Matters
Turn Data Into Better Decisions
The difference between good funds and great funds is often visibility. When you can see exactly how your portfolio is performing in real-time, you make better decisions about underwriting, collections, and capital deployment.
Save Hours on Investor Reporting
Stop building reports manually in spreadsheets. Generate accurate, professional reports in seconds instead of days.
Catch Problems Earlier
Early warning systems flag accounts before they go into default. Intervene sooner and protect your portfolio performance.
Make Data-Driven Decisions
See which underwriting criteria, ISO relationships, and funding products deliver the best returns. Then do more of what works.
Build Investor Confidence
Professional reporting demonstrates operational maturity. Show your investors you have institutional-grade visibility into their capital.
Deal Pipeline
Live
Jones Construction
#4821
REVIEWING
Amount
$85,000
Progress
Score
94
Today
12
Approved
8
Funded
$340K
Recent Activity
Summit Electric
Approved2m ago
Metro Plumbing
Funded15m ago
Reporting for Every Role
Whether you're managing LP capital, running a syndication, or tracking ISO performance, our reporting adapts to your needs.
Reporting Questions
Learn more about our analytics and reporting capabilities.
Track funded volume, outstanding principal, collection rates, default rates, RTR (Revenue to Return), weighted average remaining term, average position size, industry concentration, geographic distribution, and more. Custom metrics can be added based on your needs.
Connected Platform Features
Reporting integrates seamlessly with our full platform.
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