Chapter 5: Connected Transactions

Funds Flow Diagramming Tool

Interactive Drag-and-Drop Web Tool
Browser-based diagramming tool with PDF export

"See exactly how money moves through your transactions."

Open the Tool

What You'll Get

A visual canvas for mapping parties (senders, intermediaries, receivers, escrow agents)

Labeled connections showing amounts, timing, conditions, and payment rails

Pre-loaded templates for common transaction types: real estate closing, bond issuance, vendor payment, and capital call

One-click PDF export producing a professional diagram suitable for board presentations

How It Works

1

Add parties to the canvas (or start from a pre-loaded template)

2

Connect parties with flow arrows and label each with amount, timing, and conditions

3

Rearrange and refine until the diagram clearly shows how funds move

4

Export to PDF with a professional layout including a summary table of all flows

Who It's For

Built for deal managers and treasury teams

Treasury teams, deal managers, and finance directors who need to map, communicate, or present how funds move in complex transactions.

The Key Insight

Make the invisible visible

A funds flow diagram captures what everyone assumes is understood but rarely is — exactly who sends what to whom, when, and under what conditions. This tool makes it visible and shareable.

Try It Now

Interactive Tool

Funds Flow Diagramming Tool

Map how money moves between parties. Add nodes, connect with flows, and export a professional diagram.

|

Start by adding parties or choosing a template

100%

This resource is a companion to Chapter 5: Connected Transactions of When Money Moves.
The chapter provides the full framework — this tool helps you apply it. Get the Book