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Help Center

Guides for getting started, extraction, cashflow modeling, comp analysis, document generation, and managing your account.

Getting Started

How to Upload Your First OM

Getting a deal into EM Underwriting starts with one step: upload the broker's offering memorandum.

Extraction

What Extraction Actually Does — and When It Doesn't

What the AI extracts from your documents, where it stops, and what to do when a field is wrong.

Modeling & Cashflow

Using the 10-Year Cashflow Model

120-month granularity with annual roll-ups, refinance events, sale timing, and capex reserves.

Setting Up the LP / GP Waterfall

Model multi-tier promote structures and see exactly how returns split between LP and GP.

Setting Up Financing

Configure loan terms, view amortization schedules, and model sources & uses.

Analysis & AI

Finding Rent and Sale Comps

AI-powered comp search pulls rent comps and sale comps from the web to validate broker assumptions.

Using the Scenario Builder

Model up to 6 scenarios side-by-side — tweak assumptions and instantly see how returns change.

Using the AI Deal Assistant

Chat or use voice to ask questions about your deal — the AI knows your full underwriting context.

Memos and Exports

Generate Your First IC Memo

One click turns a populated deal into a ready-to-circulate investment committee memo.

Exporting LOI, PSA, Excel, and PDF

Turn your underwritten deal into the documents you actually send — LOI to the broker, PSA to counsel, memo to IC, Excel to your partners.

Billing and Seats

Managing Seats and Billing

How plans, seats, billing cycles, upgrades, and payment issues work in EM Underwriting.

Can't find what you need?

Email [email protected] and we'll get back to you within one business day.