✓ Prompt copied — Claude.ai is open
Paste the prompt (Ctrl+V) → Send → wait for the full report to finish.
Then either download the Word file from Claude and upload it below, or copy & paste the text directly.
📄
Drop your Word file here, or click to browse
Download the report from Claude.ai → drag it here · Accepts .docx or .doc
Attach financial statement PDFs AND the AMCAP logo image (AMCAP Spreadsheet Logo.png from the AMCAP Claude Prompts folder) directly in Claude when you paste this prompt — Claude will read and spread them automatically. Ask Claude to produce the output as a downloadable Excel file (.xlsx).
List each period and whether Audited / Reviewed / Management
Describe the proposed loan so Claude can contextualize debt serviceability
2Save Excel File to Customer Folder
✓ Prompt copied — Claude.ai is open
Paste the prompt (Ctrl+V) → attach financial statement PDFs → Send → wait for the full spread to finish.
Ask Claude to download as Excel (.xlsx), then upload that file below to save it to the customer folder.
📊
Drop your Excel file here, or click to browse
Download the spread from Claude.ai → drag it here · Accepts .xlsx, .xls, or .csv
Attach HeliValues / Bluebook report and JetNet report (if available) directly in Claude when you paste this prompt. Claude will incorporate published valuations, fleet data, and market statistics into the collateral assessment.
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
✓ Prompt copied — Claude.ai is open
Paste the prompt (Ctrl+V) → attach HeliValues and JetNet reports (if available) → Send → wait for the full assessment.
Ask Claude to download as PDF, then upload that file below to save to the transaction folder.
🛡️
Drop your Collateral Assessment here, or click to browse
Download the assessment from Claude.ai → drag it here · Accepts .pdf or .docx
Saving file...
📝
Proposal / Term Sheet
Indicative term sheet in AMCAP's standard format — cover, intro letter, Schedule A & B
1Fill in Transaction Details & Generate Prompt
Fill in what you have — Claude will generate a complete draft term sheet matching AMCAP's standard format, with cover page, introduction letter (Jarrod & Michael), Schedule A (commercial terms), and Schedule B (general terms).
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
PDP (Pre-Delivery Payment) Facility
Fees
2Save Term Sheet to Transaction Folder
✓ Prompt copied — Claude.ai is open
Paste the prompt (Ctrl+V) → Send → wait for Claude to generate the complete term sheet.
Download the Word file (.docx) from Claude → upload it below to save to the transaction folder. ⚠ After downloading: open the Word file → insert the AMCAP logo image at the designated placeholder on the cover page and page headers (replace the [INSERT AMCAP LOGO] text with the logo image).
📄
Drop your Word file here, or click to browse
Download the term sheet from Claude.ai → drag it here · Accepts .docx or .doc
Saving file...
📑
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.
📎 When you paste this prompt into Claude, attach ALL of the following:
① The existing Underwriting Presentation (.pptx) — used as the template
② The AMCAP FS Spread (.xlsx)
③ The Transaction Proposal (.docx/.pdf)
④ The Collateral Assessment (.pdf)
⑤ If available: HeliValues / Bluebook report (.pdf) and JetNet report (.pdf)
Claude will read every attached document and replace all text, tables, and data in the .pptx — preserving the slide layout, formatting, fonts, colors, and structure exactly as they appear in the template.
Fill in what you have. Slides Claude cannot complete will be clearly marked [SLIDE INCOMPLETE — REQUIRES: ...] so nothing slips through.
1
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
1
Borrower / Guarantor Details
Company name, jurisdiction, key individual
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2
The Asset
Aircraft or marine vessel details
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3
Loan Structure
Term loan, PDP facility, rates and payments
▼
4
Financial Summary
Key figures from the FS Spread
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5
Asset Valuation & Collateral
Bluebook, VREF, appraiser, depreciation rate
▼
Starting asset value for depreciation and collateral tables throughout the CIM
6
Company Background & Context
Timeline, org structure, business pillars, additional notes
▼
⬛
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.
📎 When you paste this prompt into Claude, attach: the AMCAP FS Spread (.xlsx) and the Term Sheet (.pdf or .docx). Claude will extract the borrower description, all financial figures, deal terms, credit ratings, and key risks directly from those files. Only the fields below are required.
Complete the fields below to pre-populate the 4-Blocker. Any field left blank will be drafted by Claude from the FS Spread and Term Sheet — attaching both files is still recommended.
1
Transaction Overview
Borrower name, structure type, and currency — required in both modes
▼
2
Borrower & Guarantor
Legal entities, guarantee structure, and company description
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3
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.
Collateral Analysis Preview
Year
Outstanding Loan
Est. Asset Value
Equity ($)
LTV (%)
Estimate only — uses straight-line principal reduction. Claude will format the final table in PowerPoint.
4
Financing Terms
Deal economics for the Bottom Left quadrant — Claude extracts from Term Sheet if blank
▼
Loan Terms
Auto-calculated when both purchase price and advance are entered
Lease Terms
5
Transaction Rationale & Risk Summary
Bottom Right quadrant — rationale, credit rating, key risks
▼
6
Additional Context
Target lender, deal stage, and other notes
▼
Generated Prompt
Copy and paste into Claude.ai
Next Steps
1. Click "Copy Prompt" · 2. Click "Open Claude.ai" · 3. Paste the prompt · 4. Attach any relevant PDFs (financial statements, valuations) · 5. Send