Go from broker materials to committee-ready in one continuous case.
One deal, one terminal. Your team drives every phase from pipeline through underwriting, the IC memo, closing, and asset management. Finished work product comes back in the firm’s own models, memos, and formats.
The terminal
Type a command, or just talk to it.
Built for deal pace. Each named step runs your firm’s work the same way every time; in plain English it does the same job. Your team runs one terminal from the broker’s first email to a memo the committee can read.
Fig · One terminal, every phase of the deal
01 · The deal workspace
Drop in the deal file. It is read, filed, and kept beside the work.
- Hand it the rent roll, the T-12, the appraisal, the term sheet. Each file is read and filed into the folder an underwriter expects. A confident read files on its own; an uncertain one waits in a review tray for you to place.
- Open any document in a pane beside the work. A workbook reads as a live sheet with formulas and formatting intact; decks and PDFs page through in the same view.
- Every output keeps its full version history. Restore any earlier version alongside the current one, and recover a deleted file for up to thirty days.
Fig · One deal, its files in front of you
Every phase, one continuous case
Carry a deal from first look to the book on one terminal.
Five phases share one living model and one workspace, so each phase deepens the prior phase’s work in place. Each step produces a defined artifact: the first-look screen, the source-traced extract, the model update, the memo, the closing record, or the period review.
- 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. With none attached, you get a restrained institutional house format, and nothing is filled in without your say.
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
Your data is yours, private to your firm, always.
Your files, models, and work product live in your firm’s own cloud environment, in your region, exclusive to your firm. Pro is fully managed; Enterprise runs in your own account with SSO and customer-held keys.
The terminal carries the work. Your team owns the investment decision.
Cap Orbit produces the numbers and the 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.