INFINITY · ACTUAL TEMPLATE EXCERPT · ILLUSTRATIVE TEST FILE

Post-Approval Management

The strategy does not end at approval.

Every result changes exposure, available capacity, reporting, repayment, and what—if anything—should happen next.

01

Verify the result

Amount, terms, fees, guarantee, reporting, collateral, and inquiry.

02

Record exposure

Approved, drawn, undrawn, dates, and the source documents.

03

Deploy by role

Use purchase, cash-flow, or asset capital for the job selected.

04

Manage + repay

Watch liquidity, balances, reporting, covenants, and repayment.

05

Recompute

Update the Capital Recipe before another application or capital move.