Playbook
Build founder financial coverage in layers
Build a defensible founder financial picture across statements, investments, and important non-bank records.
Build a fuller financial picture
For founders building a fuller picture.
Build evidence in layers
- 1Start with the accounts and statements that explain day-to-day cash movement.
- 2Add investment evidence where it changes the financial picture.
- 3Register material non-bank assets, liabilities, protections, and obligations as manual records.
- 4Use Coverage and its review queue to decide what deserves attention next.
Avoid false completeness
A complete financial picture does not arrive in one file. Build it progressively, making each new source explicit and traceable.
Put this into practice
Open the relevant Ratio workflow when you are ready.