From an unstructured deal package
to a cited IC memo, in one pass.
Drop a term sheet, an offering memorandum, a loan package or a rent roll. The Deal Underwriter extracts the fields, hydrates the model your firm already trusts, runs your scenarios on the deterministic engine, and drafts the committee memo on your template, with every figure traced to source.
It turns the week-long screening grind into a single auditable pass
An analyst can underwrite a deal in a week. The Deal Underwriter does the mechanical part of that week in an afternoon, then hands the judgment back. It never replaces the underwriting model your firm has refined over a hundred deals; it reads that model, maps its inputs to graph nodes, and runs scenarios against it.
A new deal document lands
A term sheet, offering memorandum, loan package or rent roll dropped into the deal room is the trigger. No one has to ask.
Extracts, hydrates, runs, drafts
It pulls up to 114 fields with a field-level audit trail, hydrates your model, runs the base case and sensitivities, and drafts the IC memo on your template.
The analyst signs off assumptions
Before anything is circulated, a named analyst reviews and approves the assumptions. The memo is a draft until a person says otherwise.
Ask the Deal Underwriter to run a package against one of your models. It returns the extraction, the base case and the sensitivities, with a draft memo ready for review, and a source for every figure.
Extracted 96 fields from the OM and rent roll, each linked to source.
Hydrated the value-add model. Base case unlevered IRR 14.2%, levered 19.6%. draft
At −50bps exit cap, levered IRR moves to 22.1%; at +50bps, 17.4%.
Draft IC memo assembled on your template. Ready for your assumptions sign-off.
memo.status = DRAFT
It can draft the memo. It cannot circulate it.
Speed is worthless if the committee cannot trust the memo. So the Deal Underwriter extracts, computes and drafts, and then it stops. Every assumption is visible, every figure is traced, and a named analyst approves before the memo reaches a single inbox.
Trigger: a new deal document lands in the deal room. Human approval: an analyst signs off the assumptions. What it cannot do: circulate the memo or change your model without approval. The full architecture, controls and audit trail live on the security & governance page.
Acquisitions
From offering memorandum to IC memo in an afternoon, with a field-level audit trail.
Read more →Cite every cell
Why an IC memo a committee can trust needs a citation behind every number.
Read more →The full agent catalog
Six agents that run the lifecycle, from a new deal landing to a quarter-end letter going out.
View all agents →See the platform on your own portfolio.
Bring a live deal, a fund or a stack of documents and watch the graph light up across your own systems, extract, simulate and author, with every number traceable to source. No migration, nothing leaves your tenant, and nothing acts without your sign-off.