Debt: Loans Issued

The Loans Issued area in the Debt section displays all loans created by the entity you're viewing.

Overview

Each loan includes:

• Loan name and type (Standalone or Facility)
• Cap amount and currency
• Interest rate, signing date, and start date
• Duration (auto-calculates elapsed time)
• Borrower entity
• Optional notes and attached documents

You can:

• Create new loans (which start in draft status)
• Admin edit any errors (not tied to legal transactions)
• Admin delete existing loans (not tied to legal transactions)
• View and manage each loan’s full lifecycle — from creation to cancellation or forgiveness
• Export loan data to Excel
• Filter by status, borrower, amount, and dates

Create a Loan

Let's walk you through the process of creating a Loan in Athennian. 

1. Navigate to the Debt section and select the Loans Issued page
2. Click the + New button located in the top right corner
3. A Loan modal will appear, prompting you to enter all the necessary details to qualify the loan:
   • Details
     • Enter the Loan Name and Type
   • Total Loan
     • Enter the Loan Cap, Currency, Interest Rate, Signing Date, Starting Date, Duration and Elapsed Date
   • Borrowers
     • Click on + Add Profile to select the Entity
       • The Borrower Type defaults to Entity
     • Enter the Loan Amount, Interest Rate and any Notes
   • Documents
     • Click on + Upload Document to add any relevant documents, and enter any Notes
4. Fill in the required information and click Create

Congratulations! Your first loan has been successfully created.

Update a Loan

If you made an error or there is a typo, you can administratively edit the Loan.

It's as simple as follows:

1. Navigate to the Debt section and select the Loans Issued page
2. Click on the Loan that needs editing
3. In the Loan modal, toggle the Administrative Edit option at the bottom left
4. Make the necessary edits and click Update when finished

Delete a Loan

If you need to delete an existing loan, you can administratively delete the Loan.

Important:

• This action is permanent and cannot be undone
• You must delete all loan transactions manually before deleting the loan.

To delete any loan transactions, proceed as follows:

1. Navigate to the entity that was issued loans
2. In that entity, navigate to the Debt section and select the Transactions page
3. Select the applicable Loan from the top dropdown
4. For the selected transaction, click on the 3-dot icon in the right corner and select Delete
5. Review the Delete Preview details and click Delete 
   • Note: The records shown in the preview will be permanently deleted when "Deleted" is pressed. Only proceed when you are sure, as this action is irreversible

To delete the loan:

1. Navigate to the Debt section and select the Loans Issued page
2. Click on the bin icon for the Loan that needs to be deleted
3. In the Delete loan modal, click Delete to proceed

Video Instructions