A government agency hired Sapling to provide an independent, third-party review and due diligence of loan applications above $1M submitted by small and medium-sized businesses
We developed a set of processes, a deck and financial model templates designed to assess the materials submitted by the applicants to determine whether the proposed financing is tenable
Our model template forecasts out 20 years and allows stress testing based on changes in growth rates and margins
For each loan application, we provide a clear recommendation, as well as required conditions (e.g., security, monitoring, leverage ratios, etc.)
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
