Financial Compound’s underwriting and credit training program is called Project Pi.
Sharing transaction pricing and structuring information in an organized and cooperative way to help keep our staff abreast of capital provider preferences, new financial products, and “hot money”.
State of the art computer infrastructure and information management systems to organize and work with transaction records efficiently; as well as to safeguard client confidential data.
Utilizing and enhancing numerous proprietary templates we created in Excel (i) that model abstruse financial and mathematical concepts in a simple and understandable way, and (ii) are used for transaction processing efficiency.
Brainstorming sessions for a few minutes at each staff meeting regarding transaction processing and efficiency.
Reading and discussion of trade magazines and finance journals.