--- title: Financing description: Learn how to use and customize the Pereview Overview Dashboard to surface key KPIs, monitor performance, and streamline your workflow. --- [Skip to content](https://academy.pereviewsoftware.com/knowledge-base/financing#main-content) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=250&height=73&name=Pereview%20Logo%20Dark%20Blue.png)](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Pereview Knowledge Base](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) 2. [Pereview 101](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en) 3. [Navigation](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#navigation) March 10, 2026 # Financing The Financing page in Pereview displays all sources of equity and debt financing attached to an investment.     Financings can be viewed either in card view or grid view, which can be toggled via the associated buttons in the upper right-hand corner of the screen. Clicking on any of the displayed financings will open that specific financing page.     [![](https://academy.pereviewsoftware.com/hs-fs/hubfs/undefined-Mar-09-2026-07-09-02-4910-PM.png?width=670&height=305&name=undefined-Mar-09-2026-07-09-02-4910-PM.png)](https://academy.pereviewsoftware.com/hubfs/Knowledge%20Base%20Images/Financing.png?hsLang=en)   The Financing page contains three main tabs on the top left of the screen: All Financings, Financing Pipeline, and My Financings. Each of these tabs can be further filtered using the filter checkboxes within the panel on the left side of the screen. Any combination of filters can be set as your default view by utilizing “Save Filters” located at the bottom of the left-hand filter panel.       **All Financings** is the default tab and will display all financings regardless of status.    [![](https://academy.pereviewsoftware.com/hs-fs/hubfs/undefined-Mar-09-2026-07-09-10-5953-PM.png?width=670&height=309&name=undefined-Mar-09-2026-07-09-10-5953-PM.png)](https://academy.pereviewsoftware.com/hubfs/Knowledge%20Base%20Images/All%20Financing.png?hsLang=en)   **Financing Pipeline** tab will display all financings in any of the associated active statuses. Financings that are in closed status will be excluded by default.      [![](https://academy.pereviewsoftware.com/hs-fs/hubfs/undefined-Mar-09-2026-07-09-28-0667-PM.png?width=670&height=305&name=undefined-Mar-09-2026-07-09-28-0667-PM.png)](https://academy.pereviewsoftware.com/hubfs/Knowledge%20Base%20Images/Financing%20Pipeline.png?hsLang=en) **My Financings** tab will only display financings for which you have been assigned a role within Pereview.  - [Pereview 101](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#main-content) - [Navigation](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#navigation) - [Add Records](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#add-records) - [Support](https://academy.pereviewsoftware.com/knowledge-base/pereview-101?hsLang=en#support) - [Product Features](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#main-content) - [Workflow](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#workflow) - [Custom Forms](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#custom-forms) - [Updates and User Experience](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#updates-and-user-experience) - [Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#main-content) - [Formatted Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#formatted-reports) - [Pereview Analytics](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#pereview-analytics) - [Custom Forms Reports](https://academy.pereviewsoftware.com/knowledge-base/reports?hsLang=en#custom-forms-reports) - [Data Validation](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#main-content) - [Overview](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#overview) - [Data Validation Process](https://academy.pereviewsoftware.com/knowledge-base/data-validation?hsLang=en#data-validation-process) - [Data Ingestion & Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#main-content) - [Data Management](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#data-management) - [AI Data Mapping](https://academy.pereviewsoftware.com/knowledge-base/data-ingestion-management?hsLang=en#ai-data-mapping) - [System Admin & Technical Documentation](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#main-content) - [User Management](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#user-management) - [Configuration Options](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#configuration-options) - [Pereview Outbound API](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#pereview-outbound-api) - [SSO](https://academy.pereviewsoftware.com/knowledge-base/system-admin-technical-documentation?hsLang=en#sso) - [Pereview Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#main-content) - [2026 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2026-newsletters) - [2025 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2025-newsletters) - [2024 Newsletters](https://academy.pereviewsoftware.com/knowledge-base/pereview-newsletters?hsLang=en#2024-newsletters) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=150&height=44&name=Pereview%20Logo%20Dark%20Blue.png "Pereview Logo Dark Blue")](http://pereviewsoftware.com) 12400 Coit Rd, Suite 570, Dallas, TX 75251 [mailto:support@pereviewsoftware.com](mailto:support@pereviewsoftware.com) Copyright © 2026, Pereview Software