From the broker’s files to your committee’s table.
One AI terminal and one shared deal record. Take the deal from pipeline through asset management in your firm’s own models, memos, and formats. Your team directs every phase.
The terminal
The next step is right here.
Run a command for work you repeat. Use plain English when the question changes. Write your own commands, all tied to the same deal record.
Fig · One terminal, every phase of the deal
01 · The deal workspace
Every file. One shared deal record.
- Drop in the OM, the rent roll, and the T-12. Or link the SharePoint, OneDrive, Dropbox, or Box folder where they already sit, and file the broker’s attachment from Outlook.
- The workspace organizes the materials around the underwrite and flags the gaps the team needs to clear.
- Type into the model. Mark up the memo with Track Changes. Edit the deck. Two analysts and the terminal can work in the same sheet at once, with the terminal’s revisions in the same history.
- Outputs, sources, and history live together as one deal record.
Fig · One deal, its files in front of you
Every phase, one deal record
One record, from first look to ownership.
Five phases share one model and workspace. Start with the screen. Build the underwrite and memo, close the deal, then review performance. Each phase builds on the last.
- 01
01
Pipeline
Screen the broker materials for a first look at the numbers. Your team decides whether to pursue or pass.
- 02
02
Underwriting
Normalize the rent roll and the T-12 into source-traced extracts, then set the forward view line by line. Confirm each change before it writes.
- 03
03
Investment committee
Draft the IC and credit memos in the house format, recommendation first, every figure traced to the model or a cited source.
- 04
04
Closing
Draft the term sheet and its redline. Track the conditions to close by deliverer, due date, and status. Reconcile the settlement statement and write the trued-up basis back into the model.
- 05
05
Asset management
Run each period through the house trackers and compare it to budget and the underwrite. Test covenant standing on its stated basis. 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
Find the model for your asset class
A catalog of house models, searchable by sector and strategy, from stabilized multifamily to ground-up development. Attach one, or your own template, and your workbook is filled and extended in place.
Memos
A memo for each decision
Screening gets to the answer. The IC memo leads with returns; credit leads with downside. Share your filed memos so the terminal can follow your section order and tone, down to the units and exhibits.
Output formats
Your format, down to the details
Attach a Word, Excel, or PowerPoint template and the work matches its structure, fonts, and number formats. The result opens in Excel, Word, or PowerPoint exactly as it should.
02 · Deal memory
Keep building on the same model.
- Start a workbook at first look. Add the full underwrite, then true it up at closing. Keep the same file through every phase.
- Finishing a phase keeps a frozen, timestamped snapshot and leaves the working model live.
- 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.
- Facts, parties, decisions, and feedback follow the deal into every later session. The deal name and stage are in every session automatically.
deal · oak-street
Fig · One model, deepened phase by phase
Private deal work, isolated to the firm.
Pro is for funds and deal teams of up to 50 people, up and running with live deals within 24 hours. Enterprise deploys into the firm’s own AWS account, with single sign-on and customer-held keys. Customer files, prompts, and outputs are not training data.
The terminal builds. Your team edits. You decide.
Cap Orbit builds the numbers and drafts. Your team has more time to weigh the asset and its risks, set a price, and make the case to committee.
Every figure sourced to the line
The first-look pass lays out what the deal pencils to, every number traced to its source. Inferred values are marked; nothing is presented as fact without a citation.
Your analysts set the direction
Extraction normalizes and preserves the source document. The underwriting judgment is a separate, confirmed step the analyst takes.
Every version recoverable
Any save by any teammate keeps a version you can restore. Restore, rollback, and trash recovery are controls your team holds, never the terminal.