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FRAMEWORK 01 · CHAPTER 1THREE QUESTIONS · ONE TEMPERAMENT

The Three Questions.

What is every credit decision actually deciding?

ONE OF EIGHT · FROM HOW BANKERS THINK · FREE · NO SIGNUP

// THE SHORT ANSWER

The Three Questions are the whole of commercial banking judgment stated before any technique is reached for: will I get paid back, am I being paid enough for the risk, and can I get out if I am wrong. They are the working form of the one question underneath every banking decision — how do I get my money back, with interest, across cycles. Every other framework in the book is one of the three applied to a particular kind of moment: a working capital request, a set of financial statements, an industry, a deal to decline. Senior bankers do not run them in sequence; after enough years the three fuse into a single read, and that fused read is what the book means by temperament.

// THE PARTS

  1. 01Will I get paid back?Credit. Cash flows, assets, business model, resilience across cycles.
  2. 02Am I being paid enough for the risk?Pricing and structure. Whether the spread compensates for the downside the structure cannot price.
  3. 03Can I get out if I'm wrong?Exit. Covenants, secondary markets, alternative lenders, structural exits.

// WHERE IT SITS

Every framework in the book is a structured way of answering one question — How do I get my money back, with interest, across cycles? — through the three questions beneath it. This one serves:

  • QUESTION 01 · CREDIT
    Will I get paid back?
    Cash flows, assets, business model, resilience across cycles.
  • QUESTION 02 · PRICING AND STRUCTURE
    Am I being paid enough for the risk?
    Whether the spread compensates for the downside the structure cannot price.
  • QUESTION 03 · EXIT
    Can I get out if I'm wrong?
    Covenants, secondary markets, alternative lenders, structural exits.

The framework is developed in chapter 1 of How Bankers Think, Why Bankers Think Differently. The short form is in the glossary; the architecture all eight hang from is on the frameworks page.

// WORKED IN

Where this site runs the framework on a file, free and without signup.

// THE OTHER SEVEN

  1. 02The Four Signals
  2. 03The Three Diagnostics
  3. 04Quality of Earnings Triangulation
  4. 05The Lendability Matrix
  5. 06The Three Modes of Watching
  6. 07The Walk-Away Framework
  7. 08The Three Translations
THE FULL TREATMENT

This page is the working form. Chapter 1 is where the framework is developed — where it came from, where it breaks, what a senior banker does when it does, and the cases that turn it from checklist into instinct.