Quantum is a cloud-based Collateral and Waterfall cash flow modeling engine for private credit and asset-backed securities. It offers an intuitive interface and hundreds of features to monitor, analyze, accurately structure, and forecast complex collateral cash flows and transaction waterfalls.
This knowledgebase offers a detailed overview of Quantum's key functionality that enables users to produce cashflow analytics, run scenario and risk analyses, monitor portfolio, and generate automated reporting.
Navigating Quantum:
From the Quantum home page, users quickly access recent deals and reports, create new deals, and view notifications. View the Welcome to Quantum introduction to the home page video tutorial to learn more.
Accessing Dashboards and Reports:
Quantum offers dozens of reports out of the box and a custom report builder. For an overview of Quantum reporting, view the Deal Reports vs My Reports video tutorial. If you’ve been added to a deal, you may have access to pre-built reports. Check out the Insights and Reports section of our Help Center for more information on cashflow reports, scenarios, stratification tables, and much more.
Creating New Deals:
View the Create a new deal video tutorial to help you get started. If you need to give others access to the deal, view the tutorial on permissioning. Quantum offers comprehensive premissioning controls, that enable you to control exactly what version of a deal or report someone sees, and whether they can view or edit it.
Help Center and Support:
The Quantum Help Center hosts how-to articles and video tutorials to help you familiarize with Quantum. If there’s any information you can’t find or you need help, please reach out to the Quantum Support team.