Products & Portfolio

At a Glance A recap of payment history and covenant compliance tells a CFO nothing he does not already have. It signals that the lender...

At a Glance Access to a CFO or COO is treated as a function of the relationship manager's own title, when it is actually a...

At a Glance A model can clear every backtest a data science team runs and still fail at the only test that determines whether it...

At a Glance A robotic cell's resale value in a secondary market is a function of the hardware. Its value to the customer financing it...

At a Glance Tier lists in most vendor programs were built once, on trailing twelve-month funded volume, and then frozen. The dealers on the top...

At a Glance The portfolio company deal is a timing decision wearing a credit decision's clothing. Term set against asset life rather than expected hold...

At a Glance The 2023 and 2024 vintages are repriceable, short-dated, and scattered across multiple lien holders. Somebody is going to consolidate them. The only...

At a Glance The trade-in is not an end-of-term administrative event. It is the renewal, and in a program with a defined replacement cycle it...

At a Glance Win-loss data is a record of polite exits: departing customers say “rate” because it ends the conversation. An advisory board tells you...

At a Glance Selling a health system as one multi-facility account assumes a central decision-maker who rarely holds the authority the org chart implies. Site...