For a US lender providing $250K–$4M USD debt to Shopify stores, we automated the entire portfolio MIS pack across 45+ companies using Excel & VBA/Macros—cutting compilation time from several days of multi-analyst effort down to hours while adding strategic parameters for credit decision-making.
Key Deliverables & Impact
End-to-end automated MIS pack across 45+ debt-funded Shopify businesses ($250K to $3–4M USD range), custom credit decision parameters, and cash-flow health insights.