Deliverables

Audience-specific Word, PDF, and PowerPoint packages generated from the same deal intelligence — executive summary, risk assessment, loan package, and comp reports.

Deliverables are stakeholder-specific outputs built from the same underwriting stack as the IC memo, with explicit audience modes that change tone and emphasis.

Deliverable types

Executive Summary
Risk Assessment
Loan Package
Comparable Sales Report

Audience modes

IC / Internal
LP
Lender
Broker / Seller

Audience selects tone, emphasis, and what to exclude — without maintaining four separate manual documents from scratch.

Build flow

Create

Pick type, audience, and a name. The app materializes a section template for that combination.

For each section: status moves pending → generating → generated (or error). The platform assembles a data bundle from deal schema, valuation, market context, and optional research, then runs type- and audience-specific prompts.

Refine

Submit natural-language refinements per section. Refined content becomes the active version (prior text may be versioned depending on product state).

Edit and finalize

Manual edits and section-level review happen in the builder UI before export.

Export

Supported formats include DOCX, PDF, and PPTX. Export requires at least one generated section with content.

Operating standard

Refresh high-impact sections (financials, risk, recommendation-class language) after major valuation updates or conflict-resolution passes on extracted data.

How this differs from the IC memo

The IC Memo tab produces the twelve-section committee narrative without a per-memo audience switch. Deliverables reuse the same facts but optimize packaging and tone for each external reader. See IC Memo.

Valuation DCF — numbers underlying financial sections.
Document ingestion — provenance for extracted facts cited in deliverables.