Work product in your house format, on every deal.
Attach your firm’s templates to the deal and the work is built inside them: your model, your memo structure, your committee voice, every figure traced to source.
01 · Your formats, on the deal
Attach your templates. The work is built to fit them.
- Attach your own Word, Excel, PowerPoint, or PDF template to a deal and the work is built to match it.
- Each format is tagged to the stages it applies to, from first look through underwriting, closing, and asset management, so the right house format surfaces at the right point.
- A deal carries several formats at once, a memo template alongside a model template, and you preview, replace, or remove any of them.
Fig · Formats tagged to the stage they belong to
02 · The model hand-off
Your workbook, filled and extended in place.
- Point a financial model at an attached template and your workbook is filled and extended in place, preserving your sheet structure, fonts, colors, and number formats.
- A reviewer opens the firm’s own model, ready to read, with the formulas, tabs, and presentation standard intact.
- With no template attached, use a restrained institutional default while the firm’s own model is being configured.
Fig · The model returned in the firm’s own workbook
The model is the source of truth, and every figure traces back to it.
The memo reads the model and the numbers always agree. Only input cells are written; every formula is preserved, and every conflict is surfaced for you to resolve.
Pulled from the model
Headline figures and exhibit tables come straight from the model’s computed cells, so the memo and the model always agree.
Sourced or marked open
Every figure traces to the model or a cited document. Where a required input is missing, the terminal marks the gap so you know exactly what to fill.
Your cells stay yours
Model updates write only to input cells, preserve formulas and calculated cells, and flag conflicts for review.
What comes out
One deal, in the formats your firm already files.
The same deal carries through every decision point, and each piece comes out in the structure and voice that stage expects.
Screening
Screening memo
A one-to-two-page pursue-or-pass note from the offering memo and a back-of-envelope, terse and numbers-led, answer first.
Investment committee
IC memo
The equity recommendation written return-first, thesis through IRR, multiple, promote, and exit, building toward a recommendation to deploy.
Credit
Credit memo
The same deal written downside-first, every claim tied to a credit metric, collateral, structure, and covenants, ending in a clean approve or decline.
Closing
Closing memo
A confirmatory settlement record that ties actual to approved, with no forward-looking claims and no legal or environmental opinions.
Asset management
Performance review
How the asset is doing versus what you underwrote and budgeted, why, and what to do now, clear on the variances and misses.
The numbers
The model behind it
One workbook carried from first-look screen through the underwrite and into asset management, the spine every memo reads from.
03 · The house voice
Memos in the format and voice your committee expects.
- Point the terminal at your filed memos or an attached sample, and the draft follows the firm’s section order, tone, units, and exhibit style.
- Your memo’s shape carries through, the section order and the way the investment argument is built, so the draft reads like the firm’s own analyst work.
- The more samples you point it at, the closer the match. A full brand guide carries further than a single example.
Fig · The IC memo, drafted in the firm’s format
From template to work product
From the format you attach to finished work.
The house standard holds across analysts, offices, and deal volume because the format travels with the deal from the start.
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01
Attach the format
The deal carries the firm’s template as its house format, visible to the team and used by the terminal whenever work product is produced.
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02
Build to it
A model fills your workbook in place. A memo is planned section by section and drafted in your voice only after you sign off on the outline.
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03
Trace every figure
Headline numbers pull from the model and material claims footnote to real third-party evidence, so every sourced fact is verifiable on its face.
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04
Render and check
The document renders and is inspected so headings, tables, and sources are clean, with at least one fix-and-verify pass before it reaches you.
Lock the deliverable
The memo and the model, snapshotted together.
Finishing a stage locks the deliverable and guarantees the memo and the model are in agreement, captured together at the decision point.
Fig · A finished deliverable, locked to its numbers