Overview
Executive dashboard
Real-time state of enquiries, pipeline, settlements and commission across the private credit business.
Comparing last 30 days vs. prior period
New leads
6
▲ +18%vs prior 30d
Qualified leads
12
▲ +9%
Active opportunities
22
▲ +4
Applications in progress
4
▼ -2
Approved facilities
6
▲ +3
Settlements this month
8
▲ +2
Settled loan value
$6.89M
▲ +12%
Gibraltar fee revenue
$75k
▲ +8%
Commission accrued
$9k
▲ +11%
Avg. days to settle
47
▲ -3d
Pipeline funnel
Records, requested value and stage conversion
New opportunity
2
$7.10M
—
Contact attempted
2
$7.45M
100%
Information received
2
$8.48M
100%
Credit assessment
1
$3.29M
50%
Submitted to lender
1
$3.64M
100%
Indicative terms issued
1
$3.81M
100%
Formal approval
2
$6.06M
200%
Ready to settle
2
$6.75M
100%
Settled
8
$7.64M
400%
Lead sources
Attribution across the last 30 days
SourceLeadsQual.Rev.
Google Ads42$2k
Organic search42$6k
Direct40$8k
Referral42$7k
Email42$12k
DealScope40$12k
Business Assessment42$11k
Manual42$17k
Unknown30$0
Opportunities requiring attention
Stalled, uncontacted or missing information
Cook Strait Shipping
Terms accepted · 9d in stage · 3 outstanding
Northland Aquaculture
Conditions outstanding · 11d in stage · 2 outstanding
Riverstone Estates
Ready to settle · 12d in stage · 3 outstanding
Pinehurst Retail Holdings
New opportunity · 13d in stage · 1 outstanding
Waipara Farm Group
Contact attempted · 14d in stage · 2 outstanding
Kingsway Medical Centres
Initial discussion · 1d in stage · 3 outstanding
Upcoming settlements
Approved or ready to settle
Cook Strait Shipping$1.63M
17 Feb 1970NR · 76%
Rimu Property Trust$1.85M
21 Feb 1970PA · 83%
Northland Aquaculture$1.77M
25 Feb 1970NR · 90%
Riverstone Estates$1.98M
01 Mar 1970PA · 22%
Hastings Vineyard Estate$3.51M
09 Feb 1970PA · 92%
Kapiti Coast Developments$3.78M
13 Feb 1970NR · 24%
Recent activity
Latest movements across the deal book
stage change
Stage advanced to settled
Moved from ready to settle
call
Discovery call held
Owner: Nikau Ratana
stage change
Stage advanced to settled
Moved from ready to settle
email
Information request sent
Owner: Priya Anand
stage change
Stage advanced to settled
Moved from ready to settle
note
Credit memo updated
Owner: Nikau Ratana
stage change
Stage advanced to settled
Moved from ready to settle
document
Valuation uploaded
Owner: Priya Anand
stage change
Stage advanced to settled
Moved from ready to settle
call
Discovery call held
Owner: Nikau Ratana
stage change
Stage advanced to settled
Moved from ready to settle
email
Information request sent
Owner: Priya Anand