Bankable AI finance team — financing presentation

Bankable / Financing presentationSlide 03 · Financial performance

THE FINANCIALS

ANNUAL FINANCIAL PERFORMANCE

METRIC	2026Actuals	2027Pro forma	2028Pro forma

CASH REQUIRED AT REFINANCE ($)

2028 YEAR-END SNAPSHOT

REFINANCE SENSITIVITY · MAXIMUM LTV

Cap rate	60%	65%	70%	75%	80%

Outlined cell: 9.50% cap rate / 65% LTV
Cash needed after loan proceeds, including 3% refinance costs.

Preparing financial data…Pinewood Retreat · Illustrative figures

Presentation shading

YOUR AGENTS AT WORK

YOUR AI FINANCE TEAM, WORKING TOGETHER

Watch the financial slide fill in from the same connected figures.

Illustrative workflow · Not a live company report

YOUR FINANCE TEAM

Onboarding Agent

Company setup
Source documents

AI Bookkeeper

Transaction review
Organized books

Tax Strategist

Tax-relevant activity
Context for adviser review

Shared context. One CFO-led presentation.

BankableFINANCE · 002

AI AGENT

CFO

Ben is preparing your financial presentation

Explore your AI finance team · Cards change automatically

Illustrative workflow · Portrait motion being refined