Debt: Loans Issued

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

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)
• 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