Capital & Compliance

Portfolio Performance Dashboard

Pipeline conversion, funding velocity, disbursements and on-the-ground compliance built from operational views.

Capital Approved
$5.1M
of $14.2M requested(36.3%)
Capital Disbursed
$2.1M
40.2% of approved
Applications
30
50.0% approval rate
Jobs Created
51 / 137
37.2% of commitments

Conversion Funnel

From application to active compliance monitoring

Application30·100.0% of total
Due Diligence25·83.3% of total(83.3% from prev)
Approved15·50.0% of total(60.0% from prev)
Disbursed11·36.7% of total(73.3% from prev)
Compliance Monitoring6·20.0% of total(54.5% from prev)

Disbursements

Status mix by amount

Paid$2.1M · 20
Scheduled$866K · 9
Held$99K · 1

Funding Velocity

Monthly capital requested vs approved (USD millions)

Applications by Outcome

Monthly submissions split by decision

Disbursements Monthly

Paid (bars) vs cumulative paid (line, $K)

Engagement Mix

Borrower interactions by channel, monthly

Outcomes — Jobs & Capital

Cumulative quarterly jobs and capital deployed

Capital by Industry

Approved capital and company count by sector

Advanced Manufacturing$1.2M · 3 co.
Coastal Resilience Tech$1M · 2 co.
Aerospace & Defense$385K · 3 co.
Seafood Processing$210K · 2 co.
Tourism & Hospitality$160K · 1 co.