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  • Risk score & rating
  • Income Statement
  • Balance Sheet
  • Equity Reconciliation
  • Cash (Funds) Flow
  • Source and App of Funds
  • Key metrics / KPI's
  • Comparative up to 5 periods
  • Annual
  • Quarterly
  • Monthly
  • Standardized format
  • Improved decisions
  • Lower costs
  • Documentation
  • Immediate delivery
  • Available 24/7
  • Comparative period analysis
  • International comparability
  • Overview
  • Screening tool
  • Risk Assessment
  • Underwriting
  • Monitoring
  • Reporting

Use to analyze

  • C Corp
  • S Corp
  • Partnerships
  • LLC's


A secure encrypted environment exists for all files, calculations and downloads. Our memory only process never writes your data to disk. Reports can be easily converted into a spreadsheet formats for subsequent data selection and inclusion in your databases.


The reporting form an interactive PDF can be posted on your site for convenient applicant / customer access or can be emailed. Also available in a credit application version. These or any of your forms can be customized to your needs. Send us your credit app or other document for conversion to a fillable/savable interactive format. Keeps overhead handling time to a few seconds as the completed form is used to generate an immediate analysis package.

What we do

Sum2 LLC - Business Partner

Focus on SME Risk


  • Sound Practice Solutions
  • Profit/Optimizer Series

Quickly gather and analyze SME financial data for credit and vendor analysis. We help firms turn their applicant data (completed input PDF) into this comprehensive report package.  Here's a blank (ready for use)) reporting-input form.

We are a processing/analysis platform (not a credit reporting agency) specializing in private company analysis. User information is deleted upon report generation to eliminate any security and confidentiality concerns.

Obtain applicant data using our interactive PDF's then import and generate reports. We use 20 key numbers/period to provide a risk score and comprehensive a financial report set to speed/improve client compliance avoiding the need of a complete set of financial statements. Data input and report analysis can be for up to 5 annual, quarterly or monthly periods. Lowers cost while enhancing information available. Use to process updates as well as the initial analysis.

Get the best of both standard approaches (financial statements and agency/trade reports). Our quantitative analysis package excels at presenting financial data and greatly enhances reports obtained from trade or other qualitative sources.