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FREE TOOLKIT
THE TOOLS I ACTUALLY USE
The same worksheets my team runs deals through. Enter your email and all three come to your inbox, along with The Capital Edge each week.
THE FOUR CS WORKSHEET
A one-page scorecard for running any deal through Character, Capacity, Collateral, and Capital.
DEAL SCREENING CHECKLIST
The questions I ask before I spend real time on anything. Most deals die here, and that is the point.
UNDERWRITING TEMPLATE
The spreadsheet structure my team uses to price a loan and stress the downside.
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