Work product in your house format, on every deal.
Attach your firm’s templates to the deal and the work is built to fit them: your model, your memo voice, traced to the source. Your analysts direct it, and the committee opens a memo in the firm’s own format and voice.
01 · Your formats, on the deal
Attach your templates. The work is built to fit them.
- Attach your own Word, Excel, PowerPoint, or PDF template to a deal and the work is built to match it.
- Each format is tagged to the stages it applies to, from first look through underwriting, closing, and asset management, so the right house format surfaces at the right point.
- A deal carries several formats at once, a memo template alongside a model template, and you preview, replace, or remove any of them.
Fig · Formats tagged to the stage they belong to
02 · The model hand-off
Your workbook, filled and extended in place.
- Point a financial model at an attached template and your workbook is filled and extended in place, preserving your sheet structure, fonts, colors, and number formats.
- The output is your sheet, deepened. A reviewer opens the firm’s own model, ready to read, with nothing to reconcile.
- With no template attached, take a restrained institutional default or hold for your own. The choice is yours.
Fig · The model returned in the firm’s own workbook
The model is the source of truth, and every figure traces back to it.
The memo reads the model and the numbers always agree. Only input cells are written; every formula is preserved, and every conflict is surfaced for you to resolve.
Pulled from the model
Headline figures and exhibit tables come straight from the model’s computed cells, so the memo and the model always agree.
Sourced or marked open
Every figure traces to the model or a cited document. Where a required input is missing, the terminal marks the gap so you know exactly what to fill.
Your cells stay yours
A write touches input cells only, leaves formulas and calculated cells untouched, and flags conflicts for you to resolve.
What comes out
One deal, in the formats your firm already files.
The same deal carries through every decision point, and each piece comes out in the structure and voice that stage expects.
Screening
Screening memo
A one-to-two-page pursue-or-pass note from the offering memo and a back-of-envelope, terse and numbers-led, answer first.
Investment committee
IC memo
The equity case written return-first, thesis through IRR, multiple, promote, and exit, building toward a recommendation to deploy.
Credit
Credit memo
The same deal written downside-first, every claim tied to a credit metric, collateral, structure, and covenants, ending in a clean approve or decline.
Closing
Closing memo
A confirmatory settlement record that ties actual to approved, with no forward-looking claims and no legal or environmental opinions.
Asset management
Performance review
How the asset is doing versus what you underwrote and budgeted, why, and what to do now, clear on the variances and misses.
The numbers
The model behind it
One workbook carried from first-look screen through the underwrite and into asset management, the spine every memo reads from.
03 · The house voice
Memos in the format and voice your committee expects.
- Point the terminal at your filed memos or an attached sample, and the draft follows the firm’s section order, tone, units, and exhibit style.
- Your memo’s shape carries through, the section order and the way the case is built, so the draft reads like the firm’s own analyst work.
- The more samples you point it at, the closer the match. A full brand guide carries further than a single example.
Fig · The IC memo, drafted in the firm’s format
From template to work product
From the format you attach to finished work.
The same path runs on every deal, so the house standard holds across analysts, offices, and deal volume.
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01
Attach the format
A working copy of your template drops into the deal’s own formats area, where the deal team and the terminal both treat it as the deal’s house format.
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02
Build to it
A model fills your workbook in place. A memo is planned section by section and drafted in your voice only after you sign off on the outline.
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03
Trace every figure
Headline numbers pull from the model and material claims footnote to real third-party evidence, so every sourced fact is verifiable on its face.
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04
Render and check
The document renders and is inspected so headings, tables, and sources are clean, with at least one fix-and-verify pass before it reaches you.
Lock the deliverable
The memo and the model, snapshotted together.
Finishing a stage locks the deliverable and guarantees the memo and the model are in agreement, captured together at the decision point.
Fig · A finished deliverable, locked to its numbers