Resourcesethan39a70a7e762023-11-03T09:14:59-04:00

Insights & Publications

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Market Insights
2023 Debt Capital Markets Report

Key trends that impacted middle-market borrowers in 2023
and implications for next year’s financings.

Accelerate your financing timeline by front-running expectations
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Accelerate your financing timeline by front-running expectations

Accelerate your financing timeline by front-running expectations

ethan39a70a7e762023-11-02T12:20:32-04:00March 16th, 2023|Market Insights|

Prevent your loan covenants from interfering with your growth plans
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Prevent your loan covenants from interfering with your growth plans

Prevent your loan covenants from interfering with your growth plans

ethan39a70a7e762023-10-21T13:38:17-04:00February 24th, 2023|Market Insights|

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Tools & Templates

13-Week Cash Flow Forecast Template

Create your 13-Week Cash Flow Forecast.

Financing Capacity Calculator

Evaluate your financing capacity.

Financing Summary + Sources & Uses Template

Lay-out your financing transaction.

Cash Flow Statement Reporting Template

Create your Cash Flow Statement.

Underwriting Information Checklist

10-Point Underwriting Information Checklist.

Covenant Cushion Dashboard

Track changes in covenant cushion.

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