Go from broker materials to committee-ready on one deal record.
One deal, one terminal. Your team drives every phase from pipeline through underwriting, the IC memo, closing, and asset management. The output is committee-ready work in the firm’s own models, memos, and formats.
The terminal
Run the next piece of the deal from the same terminal.
Slash commands give analysts a precise handle for repeatable work; plain English keeps the session flexible when the question changes. Screening, extraction, assumptions, memos, closing, and portfolio reads stay tied to the same deal record.
Fig · One terminal, every phase of the deal
01 · The deal workspace
The deal file becomes the working record.
- Drop in the OM, rent roll, T-12, appraisal, and term sheet. The workspace organizes the materials around the underwrite and flags gaps the team needs to clear.
- Open source documents beside the model, memo, or terminal session. Evidence stays with the work instead of disappearing into a separate drive.
- Outputs, source files, and version history live together as one deal record, with earlier versions recoverable when the team needs to look back.
Fig · One deal, its files in front of you
Every phase, one deal record
Carry a deal from first look to the book on one terminal.
Five phases share one living model and one workspace, so the first-look screen, full underwrite, memo, close, and ownership review all build on the same deal record.
- 01
01
Pipeline
Screen the broker materials through a light, top-line pass and lay out what it pencils to. The numbers come back to read; the pursue-or-pass call is the team’s.
- 02
02
Underwriting
Normalize the rent roll and the T-12 into clean, source-traced extracts, then set the forward view line by line. The model updates on your sign-off.
- 03
03
Investment committee
Draft the IC and credit memos in your house format, recommendation first, every figure traced to the model or a cited source.
- 04
04
Closing
Reconcile the settlement statement against the contract, the loan, and the underwrite, then write the trued-up going-in basis back into the model.
- 05
05
Asset management
Close each period against budget and the original underwrite, test covenant standing on its stated basis, and refresh the review for the IC.
Your house standard
The firm’s own models, memo styles, and formats.
Work product comes out the way your team writes it. The house standard travels with the deal, so a screening note, an IC memo, and the model behind them read as the firm’s own.
Models
A model library for every asset class you underwrite
A purpose-built institutional model for each asset class and lifecycle, from stabilized multifamily to ground-up development. Attach your own model template and your workbook is filled and extended in place.
Memos
Three memo voices, matched to the seat
Screening decides fast, the IC memo leads with the return, the credit memo leads with the downside. Point the terminal at your filed memos and it follows the firm’s section order, tone, units, and exhibit style.
Output formats
Work product in your house format
Attach a Word, Excel, or PowerPoint template to a deal and the work matches its structure, fonts, and number formats. The firm standard travels with the deal.
02 · Deal memory
The work carries forward, first look to the book.
- One workbook is the spine of the whole deal. The first-look screen builds it light, the underwrite deepens the same file, and closing trues it up to actuals. No rebuild between phases.
- Finishing a phase copies a frozen, timestamped snapshot and leaves the working model live, so the record is fixed while the work keeps moving.
- Finalize confirms the memo’s headline numbers match the model before it locks, so the prose and the model go to the IC in agreement.
deal · oak-street
Fig · One model, deepened phase by phase
Private deal work, isolated to the firm.
Pro runs on dedicated managed resources for your firm. Enterprise runs in your AWS account with your SSO, network boundary, and keys. Customer files, prompts, and outputs are not training data.
The terminal carries the work. Your team owns the investment decision.
Cap Orbit produces the numbers and drafts at deal pace, so the team’s hours go to the asset view, pricing position, risk, and committee recommendation.
Every figure sourced to the line
The first-look pass lays out what the deal pencils to with every number traced to the source. Inferred values are marked; nothing is presented as fact without a citation.
Every step the analyst’s to direct
Extraction normalizes and preserves the source document. The underwriting judgment is a separate, confirmed step the analyst takes.
Every version recoverable
Restore, rollback, and trash recovery are controls your team holds. The terminal produces the work; the version record and recovery decisions are yours.