LEAP | Deal Packaging Engine

Upload Documents

Upload client documents. The AI pipeline will read and extract all key information automatically — no manual data entry required.

✦ Upload what you have. Required documents are marked — everything else improves the output but is not blocking.

Required Documents

Required

📄

Term Sheet / Mandate Letter

PDF — deal terms, facility details, parties

Required

🏢

Borrower Documents

PDF — company profile, background, ownership, management

Required for unrated borrowers — Recommended for all deals

📈

Financial Model

Excel (.xlsx) — projections, debt service, cash flows, sensitivities. PDF financial statements also accepted.

Model Source: LEAPEF-prepared model Client-provided model Audited accounts

LEAP Engine Reports — OptionalEnhances output depth

Optional — Rating Engine

📊

LEAP Rating JSON

Export from LEAP Rating Engine

Optional — Sector Engine

🏭

LEAP Sector JSON

Export from LEAP Sector Engine

Optional — Country Engine

🌍

LEAP Country JSON

Export from LEAP Country Engine

Deal Configuration

Minimal manual entry — most fields will be auto-populated by the AI pipeline. Fill in what you know now.

Deal Identity

Deal Reference *

Display Name

Date

Analyst

KYC Reference

Classification

Prepared For

Document Purpose

Asset Information

Asset Type

Asset Location / Jurisdiction

Asset Description

Estimated Asset Value (for LTV calc)

Security / Pledge Structure

SPV & Compartment

Compartment Number / Name

Governing Law

Asset Class

Additional Context for AI

Deal nuances, committee concerns, insurer focus areas, structuring rationale

Transaction Structure & Documents

Standard LEAPEF transaction document framework. Check/uncheck documents relevant to this deal. All descriptions are editable. This section appears in the memo to demonstrate structural rigour to investors and insurers.

Transaction Parties

Issuer (SPV)

Arranger / Originator

Transaction Servicer

Security & Note Trustee

Transaction Account Bank / Cash Manager

Corporate Services Provider

Legal Counsel

Transaction Documents Uncheck documents not applicable to this deal

	Document	Parties	Purpose

AI Pipeline

Four AI engines process your documents in sequence. Each stage auto-populates the relevant memo sections. The analyst reviews and edits in the next step.

Pipeline Stages

📑

Document Reading

Claude

Waiting

🔍

Web Research

Perplexity + Grok

Waiting

📊

Financial Spreading

GPT-4o / Claude

Waiting

✦

Memo Synthesis

Claude Sonnet

Waiting

Review & Edit Sections

All sections auto-generated by AI. Review each one, edit where needed. Click a section header to expand. Purple badge = AI-generated. Gold = analyst edited.

Export

Download the credit memo as a formatted DOCX. Two versions available — investor/insurer (without internal pricing metrics) and full internal committee version.

Deal Summary

Run the pipeline first to generate the memo.

Download Options

📤 Investor & Insurer Memo

Sections 1–9 + Annexes. Excludes internal pricing metrics and committee-only notes.

🔒 Internal Committee Memo

Full version including internal rating, PD/LGD, RAROC, and committee recommendation.