IC Memo Workspace
A side-by-side draft + UW context view for IC memo work. Left pane shows the live memo draft from the Investment Memo Drafter; right pane shows the UW Workbook outputs, sponsor diligence notes, and source citations. Comments inline; review-and-approve flow.
A. Best for
- Acquisitions teams
- IC chairs
- Credit committees
- Sponsor principals
B. What it tracks
- Live IC memo draft section-by-section (thesis, sources & uses, returns, risks, recommendation)
- UW Workbook outputs in the right pane for cross-reference
- Sponsor diligence notes + red flags
- Source citations and assumption flags inline
- Comment threads per section with reviewer name + timestamp
- Approval status per section + overall sign-off state
C. Inputs & outputs
Inputs you provide
- Populated UW Workbook (XLSX)
- Deal summary
- Sponsor notes
- Term sheet
- Optional: market brief
Output formats
- DOCX export (Valore memo format)
- PDF print view
- Markdown for internal wiki
- Distillation for partner/LP summary
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (3)
- Credit Analyst
- CRE Chief of Staff
- Research Analyst
Skills (3)
- Investment Memo Drafter
- Sponsor Diligence Skill
- Loan Sizing Skill
Data products (3)
- UW Workbook
- Term Sheet Reader
- Sponsor profile output
E. Field definitions
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Section Status
Draft / In Review / Approved per memo section.
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Source Citation
Every claim links back to the UW Workbook cell or sponsor doc that supports it.
-
Assumption Flag
Auto-flag when a stated assumption deviates from market norm by more than the threshold.
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Reviewer Comment
Threaded comments inline with reviewer name, timestamp, resolution state.
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Recommendation
Final paragraph with Pass / Pursue / Conditional Pursue + the conditions.
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Missing Info
List of gaps the agent surfaced that need a human to fill before committee.
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Credit Analyst agent, the Investment Memo Drafter skill, and this dashboard — three SKUs, one workflow.