Firm memory
Use reviewed institutional patterns and recorded deal history to inform new analysis.
Firm memory connects your organization's investment judgment with its deal history. Reviewed patterns can inform analysis; outcomes and notebook entries preserve what was recorded about individual deals. These records have different approval and persistence requirements.
Organization knowledge
Reviewed patterns
Patterns describe a buy box, underwriting rule, investment preference, or lesson. Organization administrators manage them in Settings > Memory. AI proposals begin as drafts. Reviewed, active patterns can inform Firm DNA and relevant deal context; their property and market scope still applies.
Firm DNA includes a governed projection of these patterns. Generating a profile in Context Vault produces a draft, not an automatic promotion of investment policy.
Reference documents
The Firm Vault stores organization reference documents and transcript material. Retrieval may use semantic or keyword search. A retrieved excerpt supplies context; it does not become an approved underwriting rule merely because it was uploaded.
Underwriting discipline
Discipline analysis compares measurable rules from reviewed patterns with recent recorded outcomes. It distinguishes missing rules, missing outcomes, and unavailable data from an assessed result. An empty history does not prove compliance.
Deal history
Recorded outcomes, notebook entries, and memory briefs supply context for subsequent analysis. The deal Overview's Institutional Memory panel reads the deal brief, similar recorded outcomes, and relevant reviewed patterns. It is a read-only projection.
An IC memo working note, a formal IC decision, and a closed-deal outcome are separate records. Editing or approving a memo does not automatically create a closed outcome or promote a memory pattern. See Deal memory and outcomes for the current capture boundaries.
Related guides
- Context Vault: generate a draft profile, compare deals, and review historical proposals.
- Deal memory and outcomes: recorded outcomes and their evidence.
- IC memo: memo review and investment decisions.
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