Pre-populated cells in Financial Statements
There are certain fields that are pre-populated for you in a Financial Statement. If you click within the cell and then click on the hyperlinked Learn More option, you will launch a Help box showing where the data comes from within Ventures for each field that pre-populates. In the example above, we ca…
Creating a Global Cashflow Video
This video will show you how to create a Global Cashflow within Ventures.
Copying Financial Statements from another project
Q: How can I copy the financial statements for an Entity or Principal that I have already done a loan for previously? There can be situations where you will have borrowers that you do multiple loans for: * You may copy an application because you are doing concurrent loans for the borrower in different loan progr…
Creating and using a Consolidated Spread
To create and use your consolidated spread please watch this video:
Importing RMA Data to Ventures Financial Statements
The following video will show you how to import data from RMAU to your Ventures platform. We also have a handout you can download within this article for future reference. Don't see the NAICS Code in RMA? View the KB article RMA NAICS Code Workaround copy and paste. Modify height and width if desired.
Loan Analysis Menu Webinars
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Loan Analysis Menu in Ventures. 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 appea…
