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…
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 a Global Cashflow Video
This video will show you how to create a Global Cashflow within Ventures.
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.
Foundational Webinar: Ventures Loan Analysis Menu Overview
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…
