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View recommended debt products

Last updated: April 5, 20263 min read

The Debt Options page shows AI-recommended lending products for a company, ranked by probability of lender interest. Each product includes suggested terms — amount, tenure, ROI, security, and funding timeline.

Access Debt Options

The Debt Options page with AI-recommended lending products

From any company profile, click the Debt Options tab in the top navigation (next to AICA Report, Dataroom, and Deals).

Product table columns

ColumnWhat it shows
Recommended ProductsThe debt product name (e.g., Domestic Factoring, Unsecured Business Loan, Drop Line Over Draft) with a count of matched lenders
ProbabilityA percentage score indicating how likely lenders are to be interested, shown with a visual bar
AmountThe recommended deal amount (in Cr)
TenureSuggested loan duration (in months)
ROISuggested return on investment (%)
SecurityCollateral or security required (e.g., Escrow of Cashflows, Charge on Fixed Assets, or No Security)
Last SharedDate when a deal for this product was last shared with a lender

Expand product rows

Click the arrow on any product row to expand it and see the individual lenders matched to that product. Each lender row shows the same columns with lender-specific terms.

Click the probability score on any row to open a detailed side panel showing qualification criteria — the exact terms and eligibility checks for that product-lender combination.

Product tags

Products may display tags to help you prioritize:

TagMeaning
RequestedThe borrower has specifically requested this product
Top PickA preferred lender match based on the company's profile
ExcludedThis product has been excluded by the company

Select Mandate

The Select Mandate dropdown for loading an existing draft mandate

Use the Select Mandate dropdown at the top to load an existing draft mandate. Each entry shows the mandate amount, date, included products, and status (Draft, Pending, etc.). Selecting a mandate loads its product and lender selections into the table.

Filter products

Click the Filters button to open a filter panel where you can narrow products by:

  • Amount range (minimum and maximum)
  • Tenure range
  • ROI range
  • Other criteria based on your organization's configuration

When filters are active, the button turns purple and shows Filters Applied. Click the X to clear all filters.

Tip:

An incomplete company profile will result in lower probability scores. Fill out the Edit Profile to get more accurate recommendations.

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