Firm Memory
How EQUIRE captures and applies your firm's institutional investment knowledge across every deal.
What is Firm Memory?
Firm Memory is EQUIRE's system for storing your firm's investment knowledge and applying it to new deal analysis. Instead of starting each deal from a generic CRE benchmark, the AI reasons through your firm's own buy box, underwriting standards, and IC decision history.
Firm Memory has two layers:
- Org-level memory shapes AI analysis across all deals: patterns, Firm DNA, and the Firm Vault
- Deal-level memory records what happened on specific investments: outcomes, notebook entries, and IC decision rationale
Org-Level Memory
Memory Patterns
Patterns are structured, reviewable units of investment knowledge. Each one captures a specific piece of your firm's judgment:
| Pattern type | Example |
|---|---|
| Buy box | "Target suburban office in the Sun Belt, 50K–500K SF, Class B or better" |
| Underwriting discipline | "Require minimum 1.25x DSCR at 65% LTV on all acquisitions" |
| IC preference | "IC has rejected every deal with a single tenant above 40% of NRI without a long-term lease" |
| Pass criteria | "Do not pursue deals with deferred capex above $15/SF without a renovation budget" |
Patterns go through a governance workflow before they influence AI outputs. Draft patterns are invisible to the assistant until an org admin promotes them to reviewed.
Run Firm DNA Synthesis after reviewing a batch of new patterns. The resulting profile injects automatically into deal chat, IC memo drafts, and the deal fitness view.
Firm Vault
The Firm Vault stores full-text institutional documents: IC meeting transcripts, investment policy statements, partner decks, and research reports. Vault documents are indexed for semantic recall, so the AI can surface relevant precedents, policies, or prior analysis during deal review and chat.
Documents added to the vault are private to your organization and are never shared across tenants.
Underwriting Discipline
Underwriting Discipline tracks compliance across your last 10 closed deals. Reviewed patterns that define specific, measurable rules (DSCR thresholds, LTV caps, cap rate floors) generate a compliance rate. A "Clean" status means recent deals have been consistent with your stated discipline; drift signals where standards may be eroding.
Deal-Level Memory
Each deal accumulates its own memory as it moves through the workspace:
- Outcomes: the terminal IC decision, including underwriting assumptions at the time
- Notebook entries: structured notes on market observations, key assumptions, and IC rationale
- Precedent links: connections to similar past deals surfaced in the Institutional Memory panel on the deal overview
Governance Model
All AI-generated memory starts as draft and requires an org admin to promote it before it influences AI responses. No knowledge enters the active context without a human approval step.
| Layer | Who writes | When it becomes active |
|---|---|---|
| Memory patterns | Org admins (manual or AI-assisted distillation) | After admin promotes to reviewed |
| Firm Vault documents | Org admins | Immediately on upload |
| Deal outcomes | IC memo workflow (automatic) | Immediately on IC decision |
| Notebook entries | Org members (manual); IC workflow (auto) | Immediately on creation |
Related
- Context Vault — pattern governance, Firm DNA synthesis, and historical ingestion.
- Deal Memory and Outcomes — how IC decisions and outcomes accumulate over time.
- IC Memo — the workflow that generates IC decisions and feeds memory automatically.
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