03
Score a deal with AI Underwriting
The AI scores against the data you actually collected, not a generic template. Calibrate it once and it gets sharper every run.
1
Open the deal
Navigate to the deal you want to score.
2
Fill underwriting fields
Make sure the underwriting fields are filled (mark them in board settings).
3
Run underwriting
Click Run underwriting.
4
Review the score
Check the 1-10 score + reasoning.
5
Override if needed
If you disagree, fill the Risk Scorecard manually — your call wins.
Why It Matters
If you can't tell me what your cash conversion cycle is across the portfolio, you don't know if you're getting better or worse. This makes it trivial.