Documents and Templates
These templates will help you save money, move quickly, and reduce mistakes.
Debt Capital Deck Template
Build your debt capital deck using this template. It’ll give investors all the information they need to evaluate your portfolio.
Debt Facility Cost Template
Calculate the true cost of a debt facility. Interest rates are only a small part of the overall cost. Get a full picture and calculate the true cost using this free template.
Static Pool Analysis
All investors like to see cohort performance. Static pool analysis provides that view. Use this template to generate the charts.
Debt Due Diligence List
This is a comprehensive list of all the documents that a potential debt investor can ask for. Not all documents will apply to everyone. The list is meant to be comprehensive.
Product Definition Template
When explaining a lending product to investors, use this template to share all the parameters in a simple way.
![Credit Builder Unit Economics Template [FinPrincipal]](https://www.finprincipal.com/wp-content/uploads/2024/03/Screenshot-2024-03-02-at-00.12.18.png)
Credit Builder Unit Economics Template
Launching a credit builder product with earning through interchange revenue. How debt capital impacts unit economics.
Borrowing Base Template
Use this template to calculate the borrowing base for debt facilities.
Every time you sell the loans to a facility, you’d need to prepare a borrowing base certificate.
Use this template as a starting point and modify it based on your needs.
Loan Tape Template
Use this loan tape template when sharing loan tapes when raising a debt facility.
Limits and Triggers Template
This template will help you calculate limits and triggers based on the requirements of your facility. Modify this template based on the requirements of your facility.