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Busa Portfolio Health

v0.1.0

Dashboard for a revenue-based-financing fund or private-credit book of many small SME contracts: portfolio health, AUM, repayment progress, industry and city concentration risk, and a watchlist of contracts with declining revenue.

Browsing is public. Installing requires signing in and choosing a workspace.

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Start a conversation. Keep working with your agent.

  • “Summarize the latest Contracts and flag what needs my attention.”
  • “Which contracts need attention this week, and why are they on the watchlist?”

Start with one of these requests, then keep giving your agent feedback and follow-up tasks. The template provides context and working instructions; the agent operates the workspace, and you use its views to inspect results and review changes.