Attach financial statement PDFs AND the AMCAP Spreadsheet Logo image 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
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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
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Underwriting Presentation / CIM
Full 27-slide content in AMCAP's standard format
Fill in what you have. Slides Claude cannot complete will be clearly marked [SLIDE INCOMPLETE — REQUIRES: ...] so nothing slips through.
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
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4
Financial Summary
Key figures from the FS Spread
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5
Asset Valuation & Collateral
Bluebook, VREF, appraiser, depreciation rate
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6
Company Background & Context
Timeline, org structure, business pillars, additional notes
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4-Blocker Presentation
Single-page PowerPoint — choose a mode below
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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.
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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
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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
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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
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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
