PLATFORM / IC MEMO GENERATION
Draft the IC memo
from the model that’s
already checked.
CRE Terminal drafts an investment committee memo from your underwriting model and comps, so your analysts edit and add judgment instead of starting from a blank page.
Request accessBring a deal you've already modeled and see the memo Terminal drafts from it.
- Drafted from the model your team already reviewed.
- Every figure links back to its source.
- Your analysts make the final call.
WHAT IT DOES
A structured draft, not a blank page.
The memo starts from figures your team has already checked, with the narrative sections drafted around them.
Starts from the checked model.
Pulls the deal summary, comps, and return metrics from the same model your team already reviewed.
Drafts the narrative.
Writes the deal thesis, market context, and risk sections in a consistent format.
Shows the support.
Every figure in the memo links back to its source in the model or comps.
Leaves room for judgment.
Analysts edit, add context, and make the final recommendation before it goes to committee.
HOW IT WORKS
From a finished model to a draft memo.
An agent assembles the narrative. Fixed rules pull the return metrics and comps. Your team makes the recommendation.
Finish the model.
Complete the underwriting model and buy-box score for the deal.
Terminal drafts the memo.
An agent assembles the narrative sections from the model; fixed rules pull the return metrics and comps.
Your team edits.
Analysts revise the draft, add judgment, and confirm the recommendation.
Send it to committee.
Export the memo in your standard format for review.
WHY TEAMS USE THIS
Consistent memos, traceable back to the model.
A starting draft, not a blank page
Analysts begin with a structured draft instead of assembling the memo from scratch.
Consistent format
Every memo follows the same structure, useful for committee review.
Traceable figures
Every number in the memo links back to the model that produced it.
Judgment stays with your team
The draft supports the recommendation; your analysts make the call.
See a draft memo.
Bring a deal you've already modeled and see the memo Terminal drafts from it.
Request access