Advance the deal through repeatable workstreams.
Slash commands turn the repeatable parts of deal work into fast, precise actions: screen the materials, extract the rent roll, size the debt, draft the memo, true up at closing, and read the book. Each workflow produces sourced work the team can review, revise, and carry forward.
01 · Workflow engine
Each workflow starts from the deal record.
- Before it writes, the workflow reads the deal’s files, working model, prior outputs, and relevant context for that phase.
- The model is the spine. Numbers update the same working file the next workflow reads, so the deal deepens in place.
- Every figure traces to the line it came from. Missing inputs stay visible until the team resolves them.
Fig · One command, the deal’s own files and model
The command set
Six groups carry one deal.
The syntax is part of the product: analysts get exact commands for work that repeats, and can still ask in plain English when the next question is exploratory.
Pipeline
The first look
/deal:get-overview opens the deal file, /pipeline:screen-deal pencils the headline numbers, and /deal:draft-screening-memo turns the first read into a concise pursue-or-pass note.
Underwriting
Build it from the documents
/underwriting:extract-rentroll and extract-operating lay the evidence foundation. Revenue, acquisition, expense, capex, and financing assumptions move into the model only after analyst confirmation.
Memos
The committee draft
/deal:draft-ic-memo carries the equity recommendation return-first; /deal:draft-credit-memo carries the lender memo downside-first. Both outline first, then draft on approval.
Closing
Signed to funded
/closing:abstract-terms creates the cited reference, /closing:reconcile-statement ties the settlement statement to the contract and loan, and /closing:draft-closing-memo records closed-as-underwritten.
Asset management
Running it on the book
/asset-management:refresh-period measures actuals against budget and the original underwrite. /asset-management:check-covenants tests loan terms, and /asset-management:refresh-memo carries the current action view.
Portfolio
The cross-deal view
/portfolio:exposure-report rolls published deal summaries into exposure, concentration, debt maturities, and performance versus plan, with coverage reconciled before the book is read.
02 · Facts first, then the view
Extraction lays the facts down. Assumptions take the view.
- Extraction normalizes a raw rent roll or T-12 into a clean, source-traced read and writes it into the model. It finds the rent roll even buried in a workbook tab or a PDF exhibit, and carries every line back to its origin.
- The operating extract deliberately leaves the property-tax line out of the model, because the seller’s trailing taxes understate forward taxes once the property reassesses on the new basis.
- Assumption workflows take the forward view: market rent growth and loss-to-lease, entry and exit caps, forward opex off the actuals, the renovation program, and the debt terms. Each proposes the change current-to-proposed with a one-line rationale and writes on your confirmation.
- The model holds live Base, Upside, and Downside scenarios. After every write it recalculates and confirms that NOI, occupancy, and returns moved to the right values before reporting back.
Fig · Extract, confirm, then write the view
Three voices, by seat
The memo in your house format, recommendation first.
Each memo is distinct by seat and decision: screening decides fast, IC reads return-first, credit reads downside-first. The command lays out a section-by-section outline with sources before it drafts, and every figure traces to the model or a cited document. Where a number is not yet resolved it is marked and held for your input. The analyst directs, authors, and owns every draft.
Fig · IC and credit memos, your committee format
A command path across the lifecycle
One model carries the deal from first look to the book.
The light screening pass seeds the model, the underwrite deepens that same file, closing trues it to actuals, and the asset-management ledger runs it forward. Each command picks up where the last one left off.
- 01
01
Screen the inbound
Pencil the headline numbers and draft the decide-fast note from the inbound materials. The analyst makes the pursue-or-pass call.
- 02
02
Extract and underwrite
Normalize the rent roll and the T-12, then set revenue, expense, capex, and financing assumptions into the same model, each confirmed before it writes.
- 03
03
Draft the IC memo
Draft the IC memo in your house format, recommendation first, with every number tied back to the model or a cited source.
- 04
04
True up at closing
Reconcile the settlement statement against the contract, the loan, and the underwrite, and write the trued-up going-in basis back into the model.
- 05
05
Run it on the book
Close each period against budget and the original underwrite, test covenant standing, and the deal’s published summary rolls up into the portfolio view.
Start with a command, keep working
Run the command, then keep going in plain English.
A command gives you a clean, repeatable starting point. From there you stay in the same session: question an assumption, ask why a figure moved, drop in a file to read against, revise, and run the next command when you are ready. The work and the thread stay in front of you.
Fig · Command first, then work the way you think
03 · The book, for those who hold it
Read across deals, for those you authorize.
- The portfolio read rolls up each deal’s published headline summary into exposure, concentration by asset class, market, sponsor, and lender, the debt-maturity ladder, and performance versus plan.
- Coverage reconciles first: how many deals are in the book, how many carry quantified summaries, what is excluded and why. Every total foots to the deals beneath it.
- The cross-deal view requires an explicit entitlement, re-checked on every request. Each deal’s working model stays with that deal’s team; the portfolio view works from published summaries and notes where a deal has been re-underwritten since its last publish.
Fig · Portfolio exposure, entitlement-controlled per deal
The terminal runs the numbers and drafts the documents, so the team spends its time on the decision.
Repeatable workflows carry the production work at live-deal pace, with the team directing the assumptions, risk view, pricing, and recommendation.
Screening surfaces the numbers
The first-look pass returns headline figures and sourced facts, ready for the analyst to size up and decide.
Extraction gives you accountable data
Every extracted figure carries its source line. The analyst confirms the view before any assumption enters the model.
Every write is analyst-directed
Assumption commands propose, then write on confirmation. Memos are drafts the analyst authors and owns. The work moves at your direction.