<aside> 💡 Notion Tip: To create a comprehensive deal summary for any company using AICA, follow the steps outlined below. This will guide you through entering the necessary information to generate an informative and detailed deal summary:

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Initiating Deal Creation

You can start creating a deal in one of two ways:

1. From the Lead View: Navigate to the lead view, click on the three dots next to the desired company, and select Create Deal.

   

2. Directly from the AICA Report: Access the AICA report of the company and click the Create Deal button available on the report page to begin.

   

Step 1: Enter Borrower Profile Details

• Company Age
• Company Sector
• HQ Location (State)
• External Rating

Step 2: Input Financial Information

• Annual Revenue
• Annual Revenue Growth Rate
• Runway
• Net-worth
• EBITDA
• Equity Raised

Step 3: Specify Preferred Deal Terms