Ingest the deal room
Read the CIM, investment deck, Excel model, PDFs, and approved firm templates.
Read decks, financials, and firm templates, draft an editable memo, and keep final judgment with the deal team.
Decks, PDFs, spreadsheets, and notes arrive in different formats.
Associates copy facts into a house template and reconcile versions manually.
Senior reviewers spend time fixing structure before they can challenge the thesis.
Read the CIM, investment deck, Excel model, PDFs, and approved firm templates.
Map facts, assumptions, open questions, and financial tables into the firm’s memo schema.
Produce an editable Word document with citations and unresolved questions left visible.
Capture reviewer feedback in the shared skill so the process improves without hiding judgment in a black box.
built for Word redlining
linked to supplied sources
owned by the deal team
The memo workflow uses the firm’s approved sources and method while keeping assumptions, citations, and final judgment visible to the deal team.
The workflow can use only the deal materials and templates assigned to it.
Reviewers can trace claims back to the supplied source material.
The firm owns the memo method and can review changes before rollout.