The documents we work from, yours to use.
Each one answers a question on paper before it reaches a meeting. Tell us where to send it and the link arrives by email.
Working documents
Each is written for one kind of reader and leads to one kind of work. Use them on your own, and call us when the answers don't settle it.
- Lenders and brokers
Deal Prequal Scorecard
PDF scorecard
Twenty questions across four tests, real, placed, paid and recovered, for equipment and commercial deals. Grade each one Green, Yellow or Red, and let the rules decide whether it moves forward.
- Five knockouts to ask in the first five minutes
- Twenty questions with a strong answer and a red flag for each
- Scoring rules and the documents a lender will ask for
Leads to Business Lending
- BFS&I teams
AI Governance Starter Kit
Spreadsheet and a short guide
An AI inventory register, a use-case risk-tier sheet and an acceptable-use policy outline, built for the automated-decision rules that take effect in Colorado and California on January 1, 2027.
- Inventory register with the fields examiners and counsel ask for
- Six-factor risk-tier sheet with the review each tier needs
- Acceptable-use policy outline, section by section
Leads to Governance & Risk
When the documents don't settle it
Forty-five minutes. Bring the deal or the policy question and we will tell you which answers decide it.