Report Card
ORCHARD SOFTWARE GROUP
Private Equity · Direct Investment
· Active
· #1017
Grade
not graded
Weighted score
5.00
1 best · 5 worst
Coverage
15%
floor 50%
Top driver
Returns & Cash Flow
Weighted score — Backup Calculation
| Returns & Cash Flow — 25% of the grade, computed from 49% of its rubric | 5.00 |
| = Weighted score | 5.00 |
Formula: ( Returns & Cash Flow x 25% ) / 25%
Branch taken: Divided by 25%, not 100%, because 1 of the 5 components scored.
1 is best, 5 is worst — the OPPOSITE polarity to the Deal Parameters scores, which run 1 low to 5 high. A component with no scoreable KPI drops out of both the numerator and the denominator rather than scoring 5, so a deal is never punished for data we have not loaded.
Source:
services/report_card.py → score_deal()
Coverage — Backup Calculation
| Performance — 25% of the grade | 0% |
| Returns & Cash Flow — 25% of the grade | 49% |
| Debt — 20% of the grade | 0% |
| Value — 15% of the grade | 0% |
| Manager — 15% of the grade | 0% |
| = Coverage | 15% |
Formula: Performance x 25% + Returns & Cash Flow x 25% + Debt x 20% + Value x 15% + Manager x 15%
Branch taken: Below the 50% floor, so no grade is issued.
The share of the rubric's weight that actually had a number behind it. It is NOT a data-quality score and not a confidence interval: a grade at 40%% coverage and one at 90%% are different claims about the same deal.
Source:
services/report_card.py → score_deal()
Top driver — Backup Calculation
| = Top driver | None |
Formula: the component with the largest ( score - 1 ) x weight
What is dragging the grade down hardest, weight included — not simply the worst-scoring component. A 5 at 15%% weight pulls less than a 4 at 25%%. ⚠️ The MINUS ONE is the whole point: scores run 1-5 with 1 best, so score x weight equals (score - 1) x weight plus weight — and that trailing term is a constant every component carries whether or not it is doing any damage, larger for the heavier ones. Ranking on it partly ranks by weight alone, which named Performance on a deal whose Value scored 4.65. What is left is the exact share of the distance from a perfect 1 that this component owns. Blank means nothing is dragging: every component scored 1.
Source:
services/report_card.py → score_deal()
Coverage is below 50%, so no grade is issued.
The score above is what the KPIs that DID fire produce — read it as a signal, not a grade.
THE SCORES
| Component | Score | Prior | Direction | Why |
|---|---|---|---|---|
| Returns & Cash Flow 25% | 5.00 | — | Current cash yield: 0.0% · still awaiting Distribution recency, Actual vs underwritten cash yield | |
| Value 15% | — | — | Awaiting Total value multiple, Appreciation vs all-in basis, Value trend. | |
| Performance 25% | — | — | Awaiting Economic occupancy, NOI vs budget, Physical occupancy. | |
| Debt 20% | — | — | Awaiting DSCR, LTV, Debt yield. | |
| Manager 15% | — | — | Awaiting Reporting timeliness, Reporting completeness, Transparency & track record. |
Lower is better: 1 is the best score, 5 the worst, so a FALL in the number is an improvement. Scores are shaded green (1) through red (5), the same scale as the Rollup grid. Prior is the last recorded score that was different — it fills in once a grade moves.
Returns & Cash Flow — Backup Calculation
| CF-1 Current cash yield — weight 34.0% within the component | 5 |
| CF-2 Lifetime annualized operating return — weight 15.0% within the component | 5 |
| = Returns & Cash Flow | 5.00 |
Formula: ( CF-1 Current cash yield x w + CF-2 Lifetime annualized operating return x w ) / 0.490
Branch taken: Coverage 49% — 0.490 of 1.000 rubric weight had a number behind it.
Each KPI is banded 1-5 against its own four cut-points, then blended by weight. Only the 2 KPI(s) with a value take part; the rest renormalise away.
Source:
services/report_card.py → score_deal()WHAT WE LAST RECEIVED
| Last data received | — | Newest operating period in the model, anchored on Total Income so a static attribute row cannot pass as a filing. |
| What it was | — | The statement TYPE. The operating store records the period and the source feed, not the document type, so this stays blank rather than guessing. |
| Last reviewed | — | Nobody has recorded a view on this deal yet — saving anything under YOUR VIEW below stamps it. |
QUESTIONS FOR THE MANAGER 3 raised by this deal's numbers
| # | Raised because | Question | Your answer |
|---|---|---|---|
| 1 | Reporting coverage | We can only score 15% of the scorecard for this deal, so it carries no grade (nothing at all on value, performance, debt, manager). Which of these can you provide monthly? | |
| 2 | Operating yield | 0.0% annualised from operations against $2,750,000 invested. What changes that, and by when? | |
| 3 | Missing reporting | We hold no underwriting or budget for this deal, so we cannot measure actual against plan. Can you send the current-year budget and the original underwriting? |
Each question is triggered by a rule over this deal's own figures — distribution recency, capital position, operating yield, loan maturity, leverage, occupancy, collections, missing underwriting, coverage. A rule that cannot see its input stays silent rather than asking about a figure nobody has. Answers are keyed to the RULE, so one stays attached to what it answered even as the list re-orders.
PERFORMANCE, BY DEPARTMENT
Occupancy & Leasing
—
0%
25 KPIs →
Collections & Delinquency
—
0%
8 KPIs →
Financial Control
—
0%
8 KPIs →
Building & Maintenance
—
0%
14 KPIs →
Admin
—
0%
1 KPIs →
Insurance
—
0%
1 KPIs →
Utilities
—
0%
5 KPIs →
Taxes
—
0%
1 KPIs →
Payroll
—
0%
2 KPIs →
Each department score is its own KPIs blended over the weight that ANSWERED — sum(band × weight) ÷ sum(weight of the KPIs that produced a value). So a missing reading lowers the percentage beside the score, never the score itself. Click a department to land on the KPIs behind it; click any KPI row to open its inputs.
PERFORMANCE
RE Financials →| Code | KPI | Value | Band | Weight | Cut-points | Controlled by |
|---|---|---|---|---|---|---|
| Occupancy & Leasing — 0% answered · 0 of 25 KPIs scored | ||||||
| P-1 |
Physical occupancy
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 6.0% | higher is better · 0.986333 / 0.956333 / 0.916333 / 0.886333 | Manager RE Financials → |
| P-2 |
Economic occupancy
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 7.2% | higher is better · 0.977233 / 0.937233 / 0.897233 / 0.847233 | Manager RE Financials → |
| P-7 |
Leasing flow
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 6.0% | higher is better · 1.044667 / 1.027167 / 0.927167 / 0.777167 | Manager |
| P-8 |
New rent vs market
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 6.0% | higher is better · 1.0196 / 1.0136 / 0.9736 / 0.9236 | Manager |
| P-9 |
Renewal rate
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.0% | higher is better · 0.709 / 0.609 / 0.509 / 0.409 | Manager |
| P-27 |
Marketing per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.2% | lower is better · 114.0 / 163.0 / 182.0 / 232.0 | Manager RE Financials → |
| P-28 |
Other income per unit per month
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.2% | higher is better · 148.0 / 75.0 / 67.0 / 43.0 | Manager RE Financials → |
| P-29 |
Concessions as % of GPR
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 0.0 / 0.0019 / 0.0037 / 0.0098 | Manager RE Financials → |
| P-30 |
Asking versus effective gap
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 0.0194 / 0.0255 / 0.0391 / 0.0741 | Manager RE Financials → |
| P-31 |
Actual rent per square foot
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | higher is better · 2.23 / 1.96 / 1.66 / 1.52 | Manager RE Financials → |
| P-32 |
Market rent per square foot
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 0.6% | higher is better · 2.69 / 2.06 / 1.86 / 1.78 | Market RE Financials → |
| P-33 |
Rent growth, year over year
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.0% | higher is better · 0.074 / 0.056 / 0.043 / -0.011 | Manager RE Financials → |
| P-36 | Rent against market ⓘ awaiting feed | — | — | — | higher is better · 0.95 / 0.84 / 0.76 / 0.69 | Manager RE Financials → |
| P-42 |
Vacancy by unit type
ⓘ
awaiting feed
rent roll with bed_count. The column exists and is empty.
|
— | — | — | lower is better · 0.04 / 0.07 / 0.1 / 0.15 | Manager |
| P-43 |
At risk of move-out
ⓘ
awaiting feed
rent roll with notice status.
|
— | — | — | lower is better · 0.03 / 0.06 / 0.1 / 0.15 | Manager |
| P-48 |
Concession position against market
ⓘ
awaiting feed
concession comparables. zori gives market RENT but not concessions.
|
— | — | — | lower is better · 0.8 / 1.0 / 1.25 / 1.6 | Manager |
| P-53 |
Applications, last 30 days
ⓘ
awaiting feed
leasing system.
|
— | — | — | higher is better · 25.0 / 16.0 / 10.0 / 5.0 | Manager |
| P-54 |
Showings, last 30 days
ⓘ
awaiting feed
leasing system.
|
— | — | — | higher is better · 60.0 / 40.0 / 25.0 / 12.0 | Manager |
| P-55 |
New leases, last 30 days
ⓘ
awaiting feed
leasing system.
|
— | — | — | higher is better · 12.0 / 8.0 / 5.0 / 2.0 | Manager |
| P-56 |
Move-outs, last 30 days
ⓘ
awaiting feed
leasing system.
|
— | — | — | lower is better · 4.0 / 7.0 / 11.0 / 16.0 | Manager |
| P-59 |
Renewal rate
ⓘ
awaiting feed
rent roll with lease dates across periods. Present for two properties, neither of them in this book.
|
— | — | — | higher is better · 0.6 / 0.5 / 0.4 / 0.3 | Manager |
| P-60 |
Turnover rate, annualized
ⓘ
awaiting feed
move-out dates.
|
— | — | — | lower is better · 0.35 / 0.45 / 0.55 / 0.7 | Manager |
| P-61 |
Renewal acceptance rate
ⓘ
awaiting feed
leasing system.
|
— | — | — | higher is better · 0.7 / 0.55 / 0.4 / 0.25 | Manager |
| P-64 |
Months since last rent increase
ⓘ
awaiting feed
rent roll with last_increase_date. The column exists and is empty.
|
— | — | — | lower is better · 12.0 / 18.0 / 24.0 / 36.0 | Manager |
| P-65 |
Cost per lead
ⓘ
awaiting feed
leasing system lead counts.
|
— | — | — | lower is better · 40.0 / 70.0 / 110.0 / 175.0 | Manager |
| Collections & Delinquency — 0% answered · 0 of 8 KPIs scored | ||||||
| P-3 |
Collections
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 5.4% | higher is better · 0.99 / 0.989067 / 0.959067 / 0.929067 | Manager RE Financials → |
| P-14 |
Bad debt % of GPR
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 2.4% | lower is better · 0.0 / 0.005467 / 0.020467 / 0.035467 | Manager RE Financials → |
| P-49 |
Delinquency aged 31-60 days
ⓘ
awaiting feed
AR ageing by tenant. The financials carry bad debt, not the buckets.
|
— | — | — | lower is better · 0.01 / 0.02 / 0.035 / 0.06 | Manager |
| P-50 |
Delinquency aged 61-90+ days
ⓘ
awaiting feed
AR ageing by tenant.
|
— | — | — | lower is better · 0.005 / 0.012 / 0.025 / 0.045 | Manager |
| P-51 |
Delinquency rate
ⓘ
awaiting feed
AR ledger.
|
— | — | — | lower is better · 0.05 / 0.09 / 0.14 / 0.2 | Manager |
| P-52 |
Payment plan success
ⓘ
awaiting feed
property manager's collections log.
|
— | — | — | higher is better · 0.75 / 0.6 / 0.45 / 0.3 | Manager |
| P-62 |
Eviction timeline
ⓘ
awaiting feed
counsel and the property manager.
|
— | — | — | lower is better · 45.0 / 75.0 / 120.0 / 180.0 | Manager |
| P-63 |
Eviction rate
ⓘ
awaiting feed
eviction filings by property.
|
— | — | — | lower is better · 2.0 / 4.0 / 7.0 / 12.0 | Manager |
| Financial Control — 0% answered · 0 of 8 KPIs scored | ||||||
| P-4 |
NOI vs budget
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 6.6% | higher is better · 1.032667 / 1.022667 / 0.972667 / 0.872667 | Manager RE Financials → |
| P-5 |
NOI vs underwriting
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 4.2% | higher is better · 1.044667 / 1.027167 / 0.927167 / 0.777167 | Manager RE Financials → |
| P-6 |
NOI trend (year over year)
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 4.2% | higher is better · 0.1045 / 0.0545 / 0.0045 / -0.0455 | Manager RE Financials → |
| P-22 |
Operating expenses per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.0% | lower is better · 7229.0 / 9035.0 / 10831.0 / 13581.0 | Manager RE Financials → |
| P-23 |
NOI margin
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.6% | higher is better · 0.608 / 0.558 / 0.522 / 0.446 | Manager RE Financials → |
| P-24 |
Effective gross income per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | higher is better · 2156.0 / 1832.0 / 1526.0 / 1396.0 | Manager RE Financials → |
| P-25 |
Expense variance to budget
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.0% | lower is better · 0.98 / 1.03 / 1.1 / 1.2 | Manager RE Financials → |
| P-26 |
Revenue variance to budget
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.0% | higher is better · 1.02 / 0.99 / 0.95 / 0.9 | Manager RE Financials → |
| Building & Maintenance — 0% answered · 0 of 14 KPIs scored | ||||||
| P-10 |
R&M and turnover per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 3.0% | lower is better · 0.682 / 0.832 / 1.032 / 1.282 | Manager RE Financials → |
| P-11 |
Contract services per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 2.4% | lower is better · 0.682 / 0.832 / 1.032 / 1.282 | Manager RE Financials → |
| P-35 |
CapEx spend versus plan
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 1.05 / 1.25 / 1.6 / 2.2 | Manager RE Financials → |
| P-37 |
Renovation schedule variance
ⓘ
awaiting feed
capital plan with dates. property_capex holds budget dollars by category, no schedule.
|
— | — | — | lower is better · 0.0 / 15.0 / 30.0 / 60.0 | Manager |
| P-38 |
Renovation payback
ⓘ
awaiting feed
renovation cost and achieved premium, per unit.
|
— | — | — | lower is better · 24.0 / 36.0 / 48.0 / 60.0 | Manager |
| P-39 |
Renovation premium
ⓘ
awaiting feed
rent roll carrying renovation status per unit.
|
— | — | — | higher is better · 250.0 / 175.0 / 125.0 / 75.0 | Manager |
| P-40 |
Renovation throughput
ⓘ
awaiting feed
renovation completions by month.
|
— | — | — | higher is better · 1.1 / 1.0 / 0.85 / 0.65 | Manager |
| P-44 |
Units turned, last 30 days
ⓘ
awaiting feed
make-ready log.
|
— | — | — | higher is better · 12.0 / 8.0 / 5.0 / 2.0 | Manager |
| P-45 |
Units waiting to turn
ⓘ
awaiting feed
make-ready log.
|
— | — | — | lower is better · 3.0 / 6.0 / 10.0 / 18.0 | Manager |
| P-46 |
Days vacant
ⓘ
awaiting feed
rent roll with move_out dates. The column exists and is empty.
|
— | — | — | lower is better · 21.0 / 30.0 / 45.0 / 60.0 | Manager |
| P-47 |
Make-ready time
ⓘ
awaiting feed
make-ready log.
|
— | — | — | lower is better · 7.0 / 12.0 / 18.0 / 28.0 | Manager |
| P-57 |
Work orders completed against open
ⓘ
awaiting feed
maintenance system.
|
— | — | — | higher is better · 4.0 / 2.5 / 1.5 / 0.9 | Manager |
| P-58 |
Average work order completion
ⓘ
awaiting feed
maintenance system.
|
— | — | — | lower is better · 2.0 / 4.0 / 7.0 / 14.0 | Manager |
| P-67 | Turnover cost per unit ⓘ awaiting feed | — | — | — | lower is better · 0.9 / 1.05 / 1.25 / 1.5 | Manager RE Financials → |
| Admin — 0% answered · 0 of 1 KPIs scored | ||||||
| P-12 |
G&A per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 0.682 / 0.832 / 1.032 / 1.282 | Manager RE Financials → |
| Insurance — 0% answered · 0 of 1 KPIs scored | ||||||
| P-13 |
Insurance per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 0.682 / 0.832 / 1.032 / 1.282 | Market RE Financials → |
| Utilities — 0% answered · 0 of 5 KPIs scored | ||||||
| P-15 |
Utilities per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 2.4% | lower is better · 731.0 / 1060.0 / 1787.0 / 2046.0 | Manager RE Financials → |
| P-16 |
Water and sewer per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 0.9% | lower is better · 435.0 / 699.0 / 838.0 / 1312.0 | Manager RE Financials → |
| P-17 |
Electricity per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 0.9% | lower is better · 148.0 / 189.0 / 240.0 / 300.0 | Manager RE Financials → |
| P-18 |
Utility recovery
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 2.4% | higher is better · 0.855 / 0.49 / 0.164 / 0.031 | Manager RE Financials → |
| P-41 |
Electricity consumption per occupied unit
ⓘ
awaiting feed
utility meter data, or a bill that states kWh.
|
— | — | — | lower is better · 350.0 / 450.0 / 600.0 / 800.0 | Manager |
| Taxes — 0% answered · 0 of 1 KPIs scored | ||||||
| P-19 |
Real estate taxes per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 973.0 / 1588.0 / 2041.0 / 2753.0 | Market RE Financials → |
| Payroll — 0% answered · 0 of 2 KPIs scored | ||||||
| P-20 |
Payroll per unit
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 1269.0 / 1507.0 / 1696.0 / 2003.0 | Manager RE Financials → |
| P-21 |
Payroll as % of income
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 1.8% | lower is better · 0.063 / 0.077 / 0.084 / 0.097 | Manager RE Financials → |
RETURNS & CASH FLOW
Distributions →| Code | KPI | Value | Band | Weight | Cut-points | Controlled by | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CF-1 |
ⓘ
App · Distributions engine (ex-Synd)
Open Distributions →
|
0.0% | 5 | 34.0% | higher is better · 0.105433 / 0.085433 / 0.065433 / 0.035433 | Sponsor (us) Distributions → | ||||||||
| CF-2 |
ⓘ
App · Distributions engine
Open Distributions →
|
0.0% | 5 | 15.0% | higher is better · 0.1227 / 0.0927 / 0.0677 / 0.0327 | Sponsor (us) Distributions → | ||||||||
| CF-3 |
Distribution recency
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 12.0% | lower is better · 1.0 / 3.0 / 6.0 / 12.0 | Manager Distributions → | ||||||||
| CF-4 |
Actual vs underwritten cash yield
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 12.0% | higher is better · 1.056667 / 1.031667 / 0.881667 / 0.681667 | Manager Distributions → | ||||||||
| CF-5 |
Distribution coverage
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 10.0% | higher is better · 1.5 / 1.2 / 1.0 / 0.8 | Sponsor (us) RE Financials → | ||||||||
| CF-6 |
Unpaid preferred return
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 9.0% | lower is better · 0.0 / 0.25 / 0.5 / 1.0 | Sponsor (us) Deal sheet → | ||||||||
| CF-7 |
Months of cash
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 8.0% | higher is better · 6.0 / 5.453333 / 4.453333 / 3.453333 | Manager RE Financials → |
| Code | KPI | Value | Band | Weight | Cut-points | Controlled by |
|---|---|---|---|---|---|---|
| P-66 |
Reserve balance per unit
ⓘ
awaiting feed
reserve balances mapped to these investments.
|
— | — | — | higher is better · 600.0 / 400.0 / 250.0 / 100.0 | Manager |
| D-1 |
DSCR
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 25.0% | higher is better · 1.5 / 1.481667 / 1.331667 / 1.181667 | Sponsor (us) Debt & Refi → |
| D-2 |
LTV
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 20.0% | lower is better · 0.441 / 0.541 / 0.641 / 0.741 | Sponsor (us) Debt & Refi → |
| D-3 |
Months to maturity
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 15.0% | higher is better · 36.0 / 34.9 / 22.9 / 16.9 | Sponsor (us) Debt & Refi → |
| D-4 |
Rate structure
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 6.2% | lower is better · 1.0 / 2.0 / 3.0 / 4.0 | Sponsor (us) Debt & Refi → |
| D-5 | Refinance gap [PUBLIC DATA] ⓘ awaiting feed | — | — | — | lower is better · -0.002833 / -0.001583 / 0.005917 / 0.015917 | Market |
| D-6 |
Debt yield
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 18.8% | higher is better · 0.1109 / 0.1009 / 0.0909 / 0.0809 | Sponsor (us) Debt & Refi → |
| D-7 |
Covenant headroom
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 15.0% | higher is better · 0.2654 / 0.1654 / 0.1154 / 0.0854 | Sponsor (us) |
| D-8 | Recourse exposure ⓘ awaiting feed | — | — | — | lower is better · 0.0 / 0.25 / 0.5 / 1.0 | Sponsor (us) Tax → |
VALUE
RE Financials →| Code | KPI | Value | Band | Weight | Cut-points | Controlled by |
|---|---|---|---|---|---|---|
| V-1 |
Total value multiple
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 40.0% | higher is better · 2.0 / 1.936 / 1.536 / 1.236 | Market RE Financials → |
| V-2 |
Appreciation vs all-in basis
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 35.0% | higher is better · 0.599833 / 0.349833 / 0.199833 / 0.049833 | Market RE Financials → |
| V-3 |
Value trend
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 25.0% | higher is better · 0.172667 / 0.102667 / 0.042667 / -0.027333 | Market RE Financials → |
| Code | KPI | Value | Band | Weight | Cut-points | Controlled by |
|---|---|---|---|---|---|---|
| M-1 |
Reporting timeliness
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 20.0% | lower is better · 1.0 / 2.0 / 3.0 / 4.0 | Manager Reporting coverage → |
| M-2 |
Reporting completeness
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 20.0% | higher is better · 1.0 / 0.99 / 0.8635 / 0.6635 | Manager Reporting coverage → |
| M-3 |
Financial accuracy
ⓘ
This deal has no value for it; the KPI is weighted and does fire on other deals.
|
— | — | 12.0% | lower is better · -0.653333 / -0.453333 / 0.546667 / 2.546667 | Manager Reporting coverage → |
| M-4 |
Responsiveness
ⓘ
Hand-entered — nobody has entered it for this deal.
|
— | — | 12.0% | lower is better · 1.0 / 2.0 / 4.0 / 7.0 | Manager |
| M-5 |
Transparency & track record
ⓘ
Hand-entered — nobody has entered it for this deal.
|
— | — | 16.0% | lower is better · 1.0 / 2.0 / 3.0 / 4.0 | Manager |
| M-6 |
Unit turn time
ⓘ
Hand-entered — nobody has entered it for this deal.
|
— | — | 12.0% | lower is better · 5.0 / 10.0 / 14.0 / 21.0 | Manager |
| M-7 |
Preventive maintenance completion
ⓘ
Hand-entered — nobody has entered it for this deal.
|
— | — | 8.0% | higher is better · 0.95 / 0.9 / 0.8 / 0.65 | Manager |
Band — Backup Calculation
| = Band | None |
Formula: value vs four cut-points -> 1 (best) .. 5 (worst)
A KPI is banded against its OWN four cut-points, which live on the rubric and are editable. "Higher is better" ladders descend, "lower is better" ladders ascend. A value at or beyond the first cut-point scores 1; past the fourth, 5. A KPI with no value is ABSENT — it shows a dash, never a 5.
Source:
report_card_kpi table → /report-card/rubric
Weight — Backup Calculation
| = Weight | None |
Formula: this KPI's share of its component
Relative within the component, not absolute. Weights renormalise around whatever is missing for this deal, so the ones shown need not total 100%% of what actually counted. A weight of 0 means the KPI is DEFINED but has no feed yet — it is on the card so that when data arrives it lands somewhere that already knows how to band it.
Source:
report_card_kpi table → /report-card/rubricDEAL INFORMATION TRACKER
Open the deal sheet →How much of this deal's paperwork has been captured. A grade drawn from operating statements is a different claim from a grade on a deal whose documents nobody has read — this does not move the grade, it qualifies it.
Captured
15 / 38
39%
Human-confirmed
12
the rest are machine proposals
YOUR VIEW
Kept beside the model's grade, never over it. Where the two disagree, that gap is itself worth looking at.