AML / KYC Background Check
Open-source intelligence screening — 10-section report
1Fill in Client Details & Generate Prompt
Financial Statement Spread
Excel-ready FS spread + lender narrative commentary
1Fill in Details & Generate Prompt
List each period and whether Audited / Reviewed / Management
Describe the proposed loan so Claude can contextualize debt serviceability
Collateral Assessment
Asset valuation, depreciation schedule, component analysis & market liquidity
1Fill in Asset Details & Generate Prompt
Asset Identification
Component Status
Valuation & Pricing
Determines the starting asset value for depreciation and collateral analysis
Depreciation & Loan Structure
Annual declining-balance depreciation rate applied to the collateral table
Market & Liquidity Context
2Save Collateral Assessment to Transaction Folder
Drop your Collateral Assessment here, or click to browse
Download the assessment from Claude.ai → drag it here · Accepts .pdf or .docx
Proposal / Term Sheet
Indicative term sheet in AMCAP's standard format — cover, intro letter, Schedule A & B
1Fill in Transaction Details & Generate Prompt
Borrower
Used in "Dear Mr./Ms. [Last Name]" and "Attention:" lines of the cover letter
Asset Details
Loan / Lease Structure
Loans & Capital Leases: payments in arrears · Operating Lease: payments in advance
Remaining balance after Term months of payments
Fees
2Save Term Sheet to Transaction Folder
Drop your Word file here, or click to browse
Download the term sheet from Claude.ai → drag it here · Accepts .docx or .doc
Underwriting Presentation / CIM
Full 27-slide content in AMCAP's standard format — choose a mode below
Attach Documents — Quick Mode
Attach your existing Underwriting Presentation (.pptx) along with the FS Spread, Transaction Proposal, Collateral Assessment, and any HeliValues / JetNet reports. Claude replaces all copy, tables, and data in the .pptx while preserving the exact format, style, and layout.
Manual Entry — Full Mode
Fill every field directly in the form below. Use when source documents are not yet available, or when you want precise control over every slide in the presentation.
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Company & Transaction Identifier
Company name and basic identifiers — required so Claude can label the output
Annual declining-balance depreciation rate — used to build the Collateral Analysis table (Slide 22)
Starting asset value for depreciation and collateral tables throughout the CIM
4-Blocker Presentation
Single-page PowerPoint — choose a mode below
Attach Documents — Quick Mode
Upload the FS Spread (.xlsx) and Term Sheet (.pdf/.docx) when pasting into Claude. Claude extracts all financials automatically — just set the depreciation rate to drive the collateral table.
Manual Entry — Full Mode
Fill every deal field directly in the form. Use when formatted documents are not yet available, or when you want precise control over every line item in the 4-Blocker.
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Transaction Overview
Borrower name, structure type, and currency — required in both modes
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Asset & Collateral Analysis
Depreciation rate drives the annual collateral table — required in both modes
Applied annually on a declining-balance basis. Asset value and advance are extracted from the attached documents — enter the depreciation rate here to drive the collateral table.
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Additional Context
Target lender, deal stage, and other notes
Cover Letter
Outbound email — output is a downloadable .eml file (HTML body in Century Gothic) ready to open in Outlook
Lender Cover Email
Pitch a transaction to a lender or capital provider. Attach the Confidential Information Memorandum (.pptx or .pdf) — Claude pulls the borrower, asset, terms, credit highlights, collateral, and rating from the CIM and returns a Century Gothic
.eml draft.Borrower Cover Email
Deliver an Indicative Term Sheet to a prospective borrower. Attach the Proposal / Term Sheet (.pdf) — Claude extracts the asset, facility, equity, term, amort, rate, payment, balloon, and setup fee and returns a Century Gothic
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Recipient Details
Who the email is going to — drives greeting, To: line, and salutation
Used in the subject line and opening sentence
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Opening Hook & Tone
Personalization line that comes right after the greeting
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Shared Folder & Attachments
Optional secure folder link and the attachments listed at the bottom of the email
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Additional Context
Anything else Claude should weave in or avoid