Executive Dashboard
CEO-level view of portfolio health, capital allocation, performance KPIs, and profit metrics across your lending operation.
Every screen is a direct capture from CapGrowth OS in production. Filter by module, expand any view, and navigate with keyboard arrows.
Navigate the platform module by module — capital, lending, reporting, portals, and administration. Every screen is production-authentic.
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CEO-level view of portfolio health, capital allocation, performance KPIs, and profit metrics across your lending operation.
Real-time command center with executive capital overview, collection metrics, and interactive portfolio charts.
Track business capital transactions, available liquidity, and deployment across your lending book.
Manage investor profiles, deposits, capital assignments, and earnings from a unified investor registry.
Full loan portfolio organized by month with search, filters, balances, and status at a glance.
Generate and manage monthly rollovers with rollover balances tracked alongside manual loans.
Monitor collections pipeline, overdue loans, payment status, and collection actions in one workspace.
360° borrower view with loan history, payment behavior, and relationship context.
Edit loan terms, track payments, uploads, and servicing history for individual loans.
Portfolio health analytics with risk indicators, concentration metrics, and performance scoring.
Project expected collections, maturities, and liquidity needs with forward-looking cash flow views.
Calculate and distribute monthly profits between business and investor participants.
Generate investor reports and export portfolio data to Excel and PDF formats.
Complete audit trail of platform actions for compliance review and operational accountability.
Borrower self-service portal for loan balances, payment status, and account information.
Investor-facing portal with capital account summary, performance, and statement access.
Platform administration for managing multiple lending companies, subscriptions, and usage.
Configure company branding, operational defaults, and platform preferences.
Centralized user and role management across companies — currently in development.
No screens in this category yet.