Command every deal, start to finish.
One command set carries the deal team from first look through underwriting, the memo, closing, and the book. Built for deal pace: one continuous case, one deal at a time.
The command set
Type a command, or just talk to it.
Each command runs your firm’s deal work the same way on every deal. One consistent surface, so every analyst works with the same precision and the firm builds institutional memory deal by deal.
Fig · The deal command set
01 · One deal, one continuous case
One deal. Its files, its model, its formats.
- Each session works one deal as one continuous case, with only that deal’s files in view.
- Commands read and write the deal’s working files directly, so the model stays the source of truth as the work moves.
- Every session carries its own materials. The context is precise and the case stays clean.
Fig · Every session bound to one deal
A deal, end to end
From the broker’s first email to a memo the committee can read.
The same command set runs the firm’s deal work the same way on every deal. A typical path from first look to a finished memo:
- 01
01
Screen the deal
Run the headline numbers from the broker materials through the model at a light, top-line depth and lay out what it pencils to, ready for the team to weigh the same morning.
- 02
02
Normalize the rent roll and the T-12
Turn a raw rent roll and trailing-twelve into clean, source-traceable extracts that feed the model, with an NOI bridge and every figure tied back to its source.
- 03
03
Set assumptions and size the debt
Set revenue, expense, and capex assumptions, then underwrite the debt terms, quoted from a term sheet or assumed, and size and lever the case against them.
- 04
04
Draft the IC memo
Produce the investment committee memo in the firm’s house format, recommendation first, with every number traced to the model or a cited source.
- 05
05
True up at 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.
02 · How the work moves
Work the way you think, in one session.
- Ask a question, run a command, read the output, revise an assumption, draft, and move into the next piece without leaving the deal.
- Reference a file by dropping it in. It comes into the session as part of the same thread, ready to read against.
- Step away and come back. The session holds the thread, so the work you’ve done and the conversation are still in front of you.
Fig · One thread, from question to draft
The command set
Carry one deal across its whole lifecycle.
The same commands carry a deal from first look to the book. Each group does a defined piece of the work, the same way every time.
Pipeline
Screen the deal
Turn a teaser or OM into first-look numbers the day it lands, sourced and ready to weigh.
Underwriting
Build the case
Normalize the rent roll and the T-12 into the model, then size the debt and set assumptions.
Investment committee
Draft the memo
Produce the IC and credit memos in the firm’s house format, with every figure traced to the model or a cited source.
Closing
True up at closing
Reconcile the closing statement and write the trued-up going-in basis back into the model.
Asset management
Monitor the case
Check covenant standing against the loan terms and refresh the case as periods close.
Portfolio
Read the book
Run an exposure report across the portfolio to see concentration before the next deal prices.
One surface for the whole deal
Move at the pace of a live deal.
One surface that runs the firm’s work the same way on every deal and keeps the model, the drafts, and the record together in one place. Built for deal pace: a live deal in front of the team within 24 hours.
Fig · One surface, the analyst in command
Your analysts direct the work. You own the investment decision.
The investment decision, pricing view, credit view, and committee recommendation stay with your team.
Numbers in hand before the meeting
Screening produces the first-look numbers the day a teaser lands, sourced to the line and ready to weigh.
Every figure sourced to the line
Commands that pull data normalize it into the model with every figure traced back to its source.
Every step yours to direct
Each session works one deal at your pace. You set the direction, review the output, and move when you’re ready.
03 · Private by design
Your edge stays yours.
- Your files, models, and work product run inside your environment and are never used to train any system.
- The portfolio view is a separate read across deals, gated to the people you permission to see the book.
- Enterprise deployments run in your own cloud account, with SSO and customer-held keys.
Fig · Inside your environment, under your control