Builds the global cash flow across the operating company, affiliates and guarantors from tax returns and personal financial statements, and drafts the cash-flow narrative for the credit memo.
Not yet specifiedAssistiveComplexity: High
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Extract Schedule K-1s, Schedule C/E, 1040s and personal financial statements
Add back depreciation, interest and non-recurring items
Compute business, personal and global DSCR
Evaluate guarantor liquidity, contingent liabilities and outside debt
Identify missing documentation and follow-up items