One terminal for the whole deal.
Start with the deal file and carry the same record through screening, underwriting, memo, closing, and the book. The team moves from source documents to model, memo, closing, and portfolio read without changing tools.
The command set
A command set for repeatable deal work.
Slash commands give the team fast, exact entry points: screen the deal, extract the rent roll, set assumptions, draft the memo, reconcile closing, or read the book. Plain English stays available when the work turns exploratory.
Fig · The deal command set
01 · One deal, one working record
The deal’s files, model, and formats stay in view.
- Each session works one deal at a time, with the relevant files, model, and prior work in view.
- The model remains the source of truth as assumptions, extracts, and memo drafts move through the same record.
- The context stays precise: source documents, prior outputs, and open questions stay with the deal.
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 terminal runs the firm’s deal work the same way on every deal. A common 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 the debt 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
Stay with the deal as the questions change.
- Move from question to extraction to assumption to draft without leaving the deal record.
- Drop in a file and it becomes part of the working context, ready to read against the model, memo, or prior output.
- Return to the session with the prior work, open questions, and conversation still in front of you.
Fig · One thread, from question to draft
The command set
Carry one deal across its whole lifecycle.
The same terminal carries a deal from first look to the book, with repeatable workflows for every phase and the full record behind each output.
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 underwrite
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 asset
Check covenant standing against the loan terms and refresh the underwrite 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 runs the firm’s work the same way on every deal: source read, model update, memo draft, closing true-up, and portfolio read. A live deal can be 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.
- Customer files, prompts, outputs, models, and work product stay inside your environment and are not used to train models.
- The portfolio view is a separate read across deals, gated to the people you authorize 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