Step 1 — Make sure key fields are populated
Before generating, check that purchase price, unit count, in-place NOI, rent growth assumptions, exit cap, and hold period are filled in. The deal progress bar at the bottom of the workspace shows any missing required fields.
Step 2 — Click Export → IC Memo
Click the Export button in the top-right action bar, then select IC Memo. Generation takes 30–60 seconds.
Step 3 — What the memo contains
Every memo is populated from your deal data:
- Executive summary — thesis, deal economics, return profile
- Asset and market — property details, submarket context, comp set
- Underwriting assumptions — rent growth, exit cap, hold period (defaults to 36 months), expense ratios, loan terms
- Returns — IRR, equity multiple, DSCR, cash-on-cash, presented base / upside / downside
- Sources & Uses — equity required, loan proceeds, closing costs
- Risks and sensitivities — flagged anomalies, sensitivity tables
- Citations appendix — every extracted figure with its source page and quote
Memos include your firm's branding (logo in header/footer).
Step 4 — Refine via AI chat
Ask the AI assistant to adjust the memo content — tighten the market summary, add a comparison paragraph, or flag specific expense lines.
Still stuck?
Reply to [email protected] with the deal ID and we'll look at the memo with you.