Deal memory and outcomes
Understand recorded outcomes, notebook history, and the evidence behind institutional memory.
Recorded outcomes
An outcome records how a deal evaluation ended and, when supplied, the rationale and actual versus projected economics.
| Outcome | Meaning |
|---|---|
| Closed | The deal closed. Record the actual outcome and available economics. |
| Passed | The team chose not to pursue the deal. |
| Killed | The team terminated the evaluation. |
| Lost | The opportunity was lost to another buyer or otherwise not won. |
An outcome may retain a decision basis linking its source judgment to a release, memo, model, review decisions, or citations. Inspect the recorded basis; older or incomplete records may lack some of those references. An IC approval alone does not establish that a transaction closed.
Capturing history
When an organization enables outcome drafting, a deal's transition to Closed or Archived can stage an outcome proposal. A person must confirm or correct the outcome and approve the action before it becomes a recorded outcome. The draft's suggested economics are not confirmed closing facts.
Notebook entries preserve notes, questions, and lessons from their contributing workflows and may include source references. Historical ingestion can produce draft institutional knowledge for review. Editing the IC memo's working decision note does not automatically write governed outcomes or notebook history.
Viewing memory
The Institutional Memory panel on deal Overview reads the deal memory brief, similar past outcomes, and relevant reviewed patterns. It does not provide a manual notebook editor or write memory when opened.
Organization administrators manage patterns through Settings > Memory. Settings > Context Vault supports historical input, draft Firm DNA generation, deal comparison, and historical ingestion. Review proposals in the existing Memory review queue before making them active.
Persistence and access
Memory records are organization-scoped. Pay attention to save notices: a draft or provisional in-memory result does not establish a durable record. Missing evidence or unavailable history remains a limitation of the analysis.
Related guides
- Firm memory: the organization and deal layers.
- Context Vault: draft profiles and historical proposals.
- IC memo: governed investment decisions.
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