# Introduction (/docs) EQUIRE is a deal workspace for institutional CRE acquisition teams. Upload offering memoranda, rent rolls, operating statements, and leases; inspect extracted data and its evidence; then build scenarios and prepare investment decisions. Source claims, analyst overrides, and modeled assumptions retain their own basis. Missing or incomplete evidence stays visible through the workflow. ## What EQUIRE Produces [#what-equire-produces] Each deal progresses through a defined artifact chain: * **Extracted deal record** — property attributes, rent roll, T-12 financials, and debt terms pulled from uploaded documents with field-level confidence scores and conflict flags * **DCF model** — multi-scenario (base, upside, downside) discounted cash flow with tenant-level cash flow schedules, sensitivity matrices, and assumption audit trail * **IC memo** — a 12-section Investment Committee memorandum covering deal thesis, risk factors, lease-by-lease analysis, debt structure, and recommendation * **Deliverables**: audience-specific summaries, risk assessments, and lender packages. Available formats depend on the deliverable; valuation workbooks are exported from the model. ## How It Fits a Deal [#how-it-fits-a-deal] 1. **Source** — [Prospecting](/docs/workflows/prospecting) and mandates, or add deals directly after intake. 2. **Ingest** — Upload the OM, rent roll, and financial statements. EQUIRE routes each document through the extraction pipeline and populates the deal record. 3. **Review and release**: inspect evidence, resolve material discrepancies, and check the [review and release basis](/docs/workflows/review-and-release). The [rent roll and financial data](/docs/workflows/rent-roll-financials) pages expose the underlying inputs. 4. **Underwrite**: open the [DCF model](/docs/workflows/valuation), adjust assumptions, recalculate scenarios, and save the current model. Preliminary modeling and released data retain distinct labels and limitations. 5. **Decide and deliver**: review the [IC memo](/docs/workflows/ic-memo), record the governed decision, and prepare [deliverables](/docs/workflows/deliverables) for the selected audience. ## Where to Start [#where-to-start] Ingest your first document and set up a deal workspace. How EQUIRE extracts data from OMs, rent rolls, and financials. Clean tenancy and T-12 inputs before you finalize the model. Audience-specific Word, PDF, and PowerPoint packages from one source of truth. How evidence, permissions, review, and action preferences govern AI work. Tenant data boundaries, RLS enforcement, and export controls.