01 //Business health dashboard
Executive readout for capital conversations.
This is the same executive dashboard owners see in MYBA — Top Five metrics, bank-ready package status, and lender-facing financials. Sample data for Aurelius Holdings, LLC.
Executive Dashboard
Aurelius Holdings, LLC
Lessors of Nonresidential Buildings · PA
Personal / Business Score
Personal 742 · Business 78
MYBA composite 86
EBITDA
$3.42M
Verified P&L
DSCR
1.62×
P&L + debt schedule
Gross Revenue YoY
$14.60M▲ +5.8% vs 2024
Business tax returns
Net Revenue YoY
$2.52M▲ +7.7% vs 2024
Profit & Loss
Multi-year trend
Gross revenue
▲ +5.8%2025
Net revenue
▲ +7.7%2025
EBITDA
▲ +4.3%2025
From verified tax returns and P&L
Bank-ready package
Full readiness →3 of 5 required complete
Business Memo
CompleteDraft complete
Business Tax Returns
CompleteVerified in vault
Personal Tax Returns
In ProgressUpload in vault (personal tab)
Personal Financial Statement
CompletePFS on file
Debt Schedule
In ProgressVault upload or digital debt schedule
Loan Request
OptionalOptional — loan request doc
Revenue trend
Profit & Loss (sample)Total (monthly): $13,640,000
Metrics
6 of 8 unlockedCash on hand
Revenue trend
EBITDA
Working capital
DSCR
Borrowing capacity
Net worth & liquidity
Loan-to-value
Capital journey
Funding & applications →ProfileDocumentsMetricsCapital ReadyLender MatchApplication SubmittedCommitment LetterClosingFunding
Book a consultant
Schedule a capital-readiness session when you want a human review of your file.
Pick a timeAction items
Tax calendar
- Apr 15Federal estimated tax payment
- Sep 15Federal estimated tax payment
- Mar 31Q1 payroll tax filing
PFS snapshot
Open in Digital Documents →Net worth
$15,694,500
As of
March 2026
Form
SBA Form 413 style
Industry news
- NAICS 531120 — lending standards updateIndustry wire · 3h ago
- SBA Form 413 documentation reminders for guarantorsSBA.gov · 1d ago
Your account
Sample data here. Upload your own files when you create an account.
We'll take you to the Document Vault after sign-up so you can run the same drag-and-drop workflow with your tax returns and statements.