Interactive Board-level dashboards covering $74.4M AUM with 6 Chart.js visualizations for Series B preparation.
As PorchPass prepared for Series B fundraising, the Board of Directors and PeakSpan Capital needed comprehensive portfolio performance analytics presented in a format suitable for institutional investor due diligence.
Nick designed and deployed interactive FY 2025 Year-End Review dashboards covering both the Rogue Credit Union portfolio (413 loans, $51.8M UPB) and Thread Bank portfolio (207 loans, $22.6M UPB) — $74.4M in combined assets under management. Each dashboard features 6 interactive Chart.js visualizations with dual-period toggles enabling month-over-month and period-over-period comparison.
A key analytical innovation was the "Paid Ahead Shield" narrative — identifying 75 paid-ahead borrowers ($9.59M UPB) versus 19 DQ30+ borrowers ($2.17M), demonstrating a 4.4x coverage ratio that reframed the credit quality narrative for investors. The dashboards documented Rogue's 232% portfolio growth and established the "Reality Check" metric: only $111K in actual dollars past due across $51.8M UPB (0.21% of portfolio).