Capital: CMA builder & business model
Capital has its own section: Dashboard → CMA builder → Build your business model → Capital readiness. Downloads need zero errors and every red flag fixed or accepted with a note. What you can download depends on your plan (free preview, values-only workbook on plans with Capital, or the complete workbook for a purchased CMA).
Finding your way around
- Left menu → Capital → Dashboard, CMA builder, Build your business model.
5 step-by-step guides
How to use the Capital dashboard
One page with your CMAs and business models, their status (errors, red flags, ready) and the bank numbers of the latest version.
How to start a CMA in the CMA builder
Build a CMA for your bank in five steps — business profile, actuals, projections, checks and outputs — with average DSCR, current ratio, TOL/TNW, MPBF and the eligible limit shown on every step.
How to work through the CMA steps
Fill actuals, set projections, clear the checks and download.
How to start a business model
A selection-led model for a goal — raise equity, raise debt, plan growth, acquire a business or turn around — on a revenue template for your business type.
How to work through the business model steps
Set drivers, add plans and scenarios and read the outputs, including an honest, rule-based opinion of what must be true.
Can't find it?
Search all guides or ask our team.