Commercial Credit Analysis

Sageworks Credit Analysis is a commercial credit analysis solution with tax return input screens for straight-forward data entry. The output is a flexible Excel file, including spreads of all financials, an in-depth global cash flow analysis, the impact of proposed loans on financial metrics, forecasting models, customizable credit memos, private-company benchmarks using Sageworks' real-time database, and narrative analysis reports. Download Product Overview

  • Accurately combine guarantors, businesses, and real estate with TruGlobal cash flow
  • Easy data entry using input screens formatted like tax returns
  • Time-saving Excel output that adjusts to proposed loans
  • Dynamic narrative analysis to expedite credit memo preparation
  • Real-time industry comparisons to make better lending decisions
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"You can get different information when you put information in differently. [With Sageworks,] when I'm looking at a cash flow ratio, I know that the ratio was calculated the same way every time."

Paul Knapp
Standard Bank
Monroeville, PA