Context Vault
Capture and synthesize your firm institutional investment knowledge from past decisions.
What the Context Vault does
The Context Vault stores firm institutional memory: investment criteria, underwriting discipline, and IC decision rationale from past deals. Reviewed patterns synthesize into a Firm DNA profile that injects into every deal analysis, IC memo draft, and AI response across EQUIRE.
Patterns
Patterns are the core unit of institutional memory. Each captures a specific piece of investment judgment:
- Buy box: property types, markets, and deal sizes your firm targets
- Underwriting discipline: conservative assumption frameworks and analytical standards your IC has repeatedly enforced
- IC decision rationale: why specific deals were approved, including conditions attached
- Pass criteria: deal characteristics that disqualify an investment before diligence begins
Patterns go through a governance workflow before they influence AI outputs. Draft patterns, including AI-authored ones, are invisible to the assistant until a human promotes them.
| State | Meaning |
|---|---|
draft | Newly created; not active. Does not influence AI outputs or Firm DNA. |
reviewed | Approved by an org admin; actively shapes deal analysis, IC memo drafts, and chat. |
rejected | Archived and excluded from synthesis and AI context. |
Firm DNA Synthesis
Firm DNA is your investment thesis in a structured, AI-readable form. EQUIRE assembles it by distilling reviewed patterns into a coherent profile covering buy-box criteria, underwriting discipline, IC preferences, and pass filters.
Run synthesis after reviewing a batch of new patterns. The resulting DNA injects automatically into deal chat, IC memo drafts, and the deal fitness view, giving the AI a calibrated picture of your firm's revealed preferences rather than a generic CRE benchmark.
Auto-Capture from IC Decisions
When you record an IC decision in EQUIRE, firm memory updates automatically:
- Approved deals: underwriting assumptions at the time of decision are locked and preserved as a notebook entry sourced to the IC memo
- Rejected deals: the pass criteria driving the rejection are captured as draft patterns for review
Both writes are idempotent. Recording the IC decision IS the memory action; no separate post-mortem is required.
Historical Ingestion
Use Historical Ingestion to backfill memory from past IC memos already stored in EQUIRE. The system extracts outcome types, key assumptions, and decision rationale from each memo and creates draft patterns for review. No draft patterns become active until an org admin promotes them.
Access it under Settings > Context Vault > Historical Ingestion.
Getting the Most from Context Vault
- Review patterns in batches after each IC cycle, not ad hoc
- Run synthesis after every three to five newly reviewed patterns
- Write patterns in specific, quantitative language: "We require a minimum 1.25x DSCR on senior debt at 75% LTV" outperforms "We are conservative on leverage"
- Reject patterns that no longer reflect your current thesis; they are archived, not deleted, and can be audited later
Related
- Deal Memory and Outcomes — how IC decisions and deal outcomes accumulate over time.
- IC Memo — the workflow that generates IC decisions and feeds memory.
- AI assistant overview — how Firm DNA shapes AI responses across the platform.
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