Backshop’s underwriting sources and uses interface lets you model your deal “below the line,” that is, under the net cash flow line on the multi year cash flow.
Go to the underwriting sources and uses page
Click the Underwriting tab and the Sources and Uses sublink.
Include and exclude uses
Click the Include/Exclude Uses button.
1. In the left column, check the uses you want to include. Check individual months or …
2. Set ranges using this tool.
To include use(s) for a certain period, select them in the box at left, enter start term, enter end term, check the Select box then click the Apply button.
To exclude use(s) for a certain period, select them in the box at left, enter start term, enter end term, uncheck the Select box then click the Apply button.
3. Enable or disable additional configuration options.
4. Click Update to save changes. Click Close to return to the underwriting sources and uses page.
Enter details for uses
Click the link for an individual use.
1. Enter amounts per year or month. If you enter an annual amount, Backshop will calculate the monthly amounts, and vice versa.
2. Click Update to save changes. Click Close to return to the underwriting sources and uses page.
Set up note scenarios
Click the Scenario link for a note.
1. Enter and edit settings, including whether the note is active.
2. Click Update to save changes. Click Close to return to the underwriting sources and uses page.
Enter costs using Excel
Click the Export Costs button.
This downloads an Excel spreadsheet version of the underwriting sources and uses page.
Enter your data into the spreadsheet.
When your Excel spreadsheet is ready, click the Import Costs button. This brings your Excel data into the underwriting sources and uses page.
Enter equity investment terms
1. Enter initial investment.
2. Enter monthly investments, if applicable.
3. Click Update to save changes.
Review underwriting sources and uses
These numbers model your deal “below the line,” that is, under the net cash flow line on the multi year cash flow.
(Shown one-third actual size.)
