This is a previously recorded webinar that discusses a general overview of the Loan Analysis menus in Ventures. Users may also download the Loan Analysis Overview workbook PDF attached to this article.

Topics Covered:

• Introduction
• Administration - System Preferences
• Company Statements
• Company Statements - Prior Loans
  • Related KB: Copying Financial Statements from another project
• Company Financials - Add Statement and Periods
  • Related KB: Locked Financial Statements
  • Related KB: Entity Debt Schedule and Government Financing
• Company Financials - Menu Items
  • Related KB: Import RMA Data into a Statement
• Personal Financial Statements
  • Related KB: Personal Financial Statements - No Global Cashflow
  • Related KB: Personal Financial Statements for Global Cashflow
  • Related KB: Personal Financial & Global Cashflow Tips
• Consolidated Statements & Global Cashflow
  • Related KB: Creating Consolidated Statements
  • Related KB: Creating Global Cashflow Statements
• Risk Ratings
  • Related KB: Creating Risk Rating Worksheets
• Personal Resource Analysis
  • Related KB: Personal Resource Analysis
• Size Standard
• Prior Government Financing
• Conclusions
• Credit Memo
• Internal & Board Approvals
  • Related KB: Add or Remove Board Members
• Verification - Credit menu
• Ventures Knowledge Base access

Viewing Tips:

• Use the Table of Contents option to quickly jump to a chapter of the webinar. Click this icon to make the Table of Contents appear or disappear.
  
• You can view the video in Full Screen mode if the video appears small on your screen.