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IC memos & deliverables

Decision-ready memos, sourced and on-brand.

Generate IC memos plus LP and lender deliverables from the reviewed record, with source citations carried through to polished PDF exports.

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Fictional example · Southpoint Industrial Park

An investment claim with its basis attached

IC recommendation · Draft

Operating statement claim

The released operating statement reports $2.89M T-12 NOI.

T-12 Operating Statement

T-12 · B8:C22

Released Deal Data v3 · 2026-08-15

Proposed recommendation: Advance to IC, subject to conditions.

This is a preparation artifact, not an Investment Committee decision or approval.

Conditions before IC
  • Approve the proposed total-SF and year-built conflict resolutions.
  • Validate the Austin Cold Storage rollover plan and tenant concentration exposure.
  • Review the lease-up and exit stress case and exit-cap support.
  • Complete the remaining memo sections and obtain acquisitions-team signoff.

6 / 12 memo sections drafted. Remaining work stays visible in the example deal.

Download draft PDF — IC recommendation, 2 pages

Published source references only. Original files and excerpts are unavailable; source-linked does not mean independently verified.

Southpoint Industrial Park · fictional IC recommendation draft. Source-linked preparation, subject to human review.

Material claims carry their source. Open limitations are disclosed before anything goes out.

Draft memos from the reviewed record

  • All 12 sections drafted from the deal record. Sections that call for team judgment start as scaffolds your team confirms.
  • Team input plus AI drafting, with full manual editing.
  • Inline [Source: …] citations, with an evidence check that flags any unsourced material claim.

Audience-aware deliverables

  • Tuned for IC, LP, lender, and broker/seller audiences.
  • Executive summaries, risk assessments, loan packages, comparable-sales analyses.
  • The same reviewed numbers, framed for each reader.

Polished PDF export

  • Branded, server-side PDF generation.
  • LP-grade packets with no manual formatting, and a limitations page when anything is still open.
  • Citations and figures carry through to the export.
Ask the assistant

Tighten the Market Overview and add the latest cap-rate comp.

EQUIRE

It explains what it changed and why the new comp belongs in the section.

Rewrites the section in place and inserts a [Source: …] citation, shown as a tracked edit ready for review.

8
Common deal file types
11
Deal stages connected
4
Decision-ready outputs
12
IC memo sections drafted

See EQUIRE on your next deal.

Explore the Example Deal