Busa Portfolio Health
Read-mostly dashboard over a revenue-based-financing (RBF) fund or private-credit book of many small SME contracts: portfolio health, AUM, repayment progress, industry/city concentration risk, and a watchlist of contracts with declining revenue. The only human action — flag a contract for review, clear a flag, or leave a note — is written directly onto the contract's own record; there is no separate approval queue and no transaction path. Generic and brand-free.
- rbf
- risk:local-write
- surface:busabase
Browsing is public. Installing requires signing in and choosing a workspace.
What you can ask an agent, once it is installed
- “Summarize the latest Contracts and flag what needs my attention.”
- “Open Busa Portfolio Health and show me the items that need review.”
The agent can answer these because the template installs its author's manual alongside its Bases. It does not have to guess your schema.
What installing this creates
- Bases
- 2
- Apps
- 1
- Sample rows
- 3
- Files
- 24
- Agent manual
- included
Bases, fields, and sample rows are created straight away. App code and the agent manual are proposed as change requests for you to review first.