IC memos & deliverables
Decision-ready memos, sourced and on-brand.
Generate IC memos plus LP and lender deliverables from the reviewed record, with source citations carried through to polished PDF exports.
Every claim carries its source. Every export is ready to send.
Draft memos from the reviewed record
- All 12 sections drafted from reviewed deal data.
- Team input plus AI drafting, with full manual editing.
- Inline [Source: …] citations on every material claim.
Audience-aware deliverables
- Tuned for IC, LP, lender, and broker/seller audiences.
- Executive summaries, risk assessments, loan packages, comparable-sales analyses.
- The same reviewed numbers, framed for each reader.
Polished PDF export
- Branded, server-side PDF generation.
- LP-grade packets ready to send, no manual formatting.
- Citations and figures carry through to the export.
“Tighten the Market Overview and add the latest cap-rate comp.”
It explains what it changed and why the new comp is relevant.
Rewrites the section in place and inserts a [Source: …] citation, shown as a tracked edit ready for review.
100%
Material numbers tied to source
8
Common deal file types
11
Deal stages connected
4
Decision-ready outputs
See it on a deal
