One deal record, from first look through ownership.
The workspace keeps source documents, model work, memo drafts, evidence, sessions, and version history tied to the deal, so the whole team can underwrite, draft, close, and monitor from the same shared record.
Deal intake
The deal file organizes itself around the underwrite.
Drop in the OM, rent roll, T-12, reports, leases, and closing materials. Cap Orbit reads what each document is, places it where the work will use it, and surfaces diligence gaps for the team to clear.
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Bring in the full file
Upload the materials as they arrived: PDFs, scans, workbooks, decks, and lender documents.
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Read the document, not the filename
Each file is classified by its contents, so a mislabeled scan or buried exhibit can still land in the right part of the deal record.
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Place it where the work needs it
Financials, leases, third-party reports, legal, loan, comps, and plans settle into a CRE deal structure the team can work from immediately.
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Keep exceptions in view
Anything incomplete, oversized, or unreadable stays in review with a plain reason, so the team can clear the gap before the work relies on it.
Deal file
Documents land where the underwrite will use them.
The workspace mirrors the way a CRE team works a file: financials, leases, reports, legal, loan, comps, plans, and review, all organized around the underwrite.
Property Financials
Rent rolls, operating statements, trailing-twelves, budgets, sources-and-uses, and invoices.
Borrower & Guarantor
Borrower and guarantor financials, tax returns, personal financial statements, schedules of real estate owned, org charts, and principal resumes.
Property & Leases
Full executed leases, lease abstracts, tenant estoppels, and SNDAs.
Third-Party Reports
Appraisals, Phase I environmentals, property-condition reports, engineering reports, zoning letters, and ALTA surveys.
Legal & Title
Title commitments, insurance certificates, and the purchase and sale agreement.
Loan & Closing
Loan applications, term sheets, commitment letters, wire instructions, and the closing checklist.
Market & Comps
Submarket studies, rent comparables, and sales comparables.
Photos & Plans
Property photos, site plans, and floor plans.
Needs Review
Files that need team judgment before they become part of the working record.
Team workspace
Everyone works the same deal, not separate copies of it.
Cap Orbit keeps the deal context with the deal itself. Teammates work from the same source materials, evidence, model versions, memo drafts, sessions, and outputs as the file moves across the team.
Everyone starts from the same context
The team opens the same deal record: filed materials, source evidence, model versions, memo drafts, sessions, and final outputs.
Handoffs keep the record intact
When acquisitions, credit, closing, or asset management pick up the file, the prior work and source support come with it.
No separate chat history to rebuild
The workspace keeps the deal context with the deal, so a teammate can continue the work without reconstructing it from screenshots, inboxes, or local folders.
01 · Document pane
Source documents stay beside the work.
- Open a filed document beside the model, memo, or terminal session, and the source stays in view while the work moves.
- Workbooks render as live sheets with formulas, formatting, frozen panes, and merged cells intact, so the team can inspect the actual file behind the number.
- Word documents, decks, and PDFs render page by page in the same workspace, keeping diligence, underwriting, and drafting on one surface.
Fig · Source document alongside the deal
02 · Source evidence
Carry source evidence into the model and memo.
- When a figure needs attention, mark the source once and bring the citation, cell, page, or exhibit into the terminal with your note.
- Several cells, pages, or tabs can move together as one evidence set, so the team works from the same source context instead of retyping references.
- The model, assumption change, or memo draft can point back to the source that justified it, keeping the trail intact from document to output.
Fig · Source evidence carried into the work
03 · Deal record
The deal record holds the work and the files.
- Every model, memo, deck, and closing record lands beside the source documents that support it, so the work and the evidence stay together.
- Attach your firm’s Word, Excel, PowerPoint, or PDF formats, and the work drafts into the structures your team already uses.
- Every file carries version history with timestamps and deltas, so the team can see what changed and when.
- Earlier versions can be restored and deleted files can be recovered, keeping the deal record complete as the work moves.
Fig · Sources, outputs, and history in one deal record
The workspace turns the deal file into investment work.
Source documents, model updates, memo drafts, evidence, sessions, and version history stay tied to the deal from first look through ownership. When any teammate comes back, the underwrite, source support, and prior work are ready for the next decision.
Documents become a working record
Materials are organized around the underwriting and memo work, with unresolved items held for the team to clear.
Evidence stays attached
Figures, assumptions, and draft language can point back to the source document behind them.
Continuity by deal
The record travels with the deal across stages, so the next session opens on the latest model, sources, and drafts.