IC Memo Generation
Your IC meets Monday. Your model auto-generates the first draft — executive summary through risk factors, populated from the deal data already in the system.
The deal is underwritten, the model is done, and now someone has to write the memo. Executive summary, market overview, financial analysis, risk factors, sensitivity tables — pulled from the model, reformatted into Word, and proofread. Another half-day, every deal. And if assumptions change Friday afternoon, the memo needs a full rewrite.
The model is done in the Data Room. Apers drafts the IC memo — executive summary, financial highlights, risk factors, sensitivity tables — all populated from the deal data already in the system. Run base, upside, and downside scenarios in parallel sub-chats. Apply your firm's memo Playbook for consistent formatting. Your team edits and refines in Google Sheets. The first draft writes itself.
From Model to Memo
Underwrite the deal
The pro forma, rent roll analysis, and market research live in the Data Room. Apers has the full context — every assumption, every source document.
Apers drafts the memo
Executive summary, financial highlights, risk factors, and sensitivity tables populated from deal data. Three scenarios — base, upside, downside — modeled and compared.
Review and refine
Your team edits the draft in Google Sheets. Apers shows its reasoning for every number — approve, adjust, or reject with feedback. The memo follows your firm's template.
Present to committee
The final memo exports as a formatted document with full source citations. Save to your Library as institutional precedent for future deals.
From Model to Memo
Key metrics, risk factors, market context, and return profiles pulled directly from your underwriting model into a structured investment committee memo. No re-keying.
Your Template, Every Time
Every memo follows your firm's format — same sections, same metrics, same level of detail. Consistent output regardless of who underwrites the deal.
Risk Factors That Matter
Downside scenarios, sensitivity ranges, and key assumptions — surfaced automatically from the model. The risks your committee actually needs to evaluate.
Scenario Sub-Chats
Model base, upside, and downside in separate sub-chats — each testing different assumptions against the same deal data. Export scenario outputs into one unified memo.
Memo Library
Every IC memo saves to your Library with full deal context. Search past memos by property type, market, or return profile — build on precedent instead of starting from scratch.
Models
Frequently Asked Questions
How does Apers generate an IC memo?
Once the deal model is complete in the Data Room, Apers drafts the memo — executive summary, financial highlights, risk factors, sensitivity tables — populated from the deal data already in the system. Your team edits and refines the output rather than writing from scratch.
Can Apers run multiple scenarios for the IC memo?
Yes. Run base, upside, and downside scenarios in parallel sub-chats. Each scenario pulls from the same deal data in the Data Room but uses different assumptions. Results from all scenarios can be consolidated into one memo.
Does the IC memo update when assumptions change?
Yes. Because the memo is populated from the deal model, changes to the underlying assumptions flow through to the memo content. If the cap rate changes Friday afternoon, the financial highlights and sensitivity tables update automatically.
Can I apply my firm's memo template?
Yes. Create a Playbook with your firm's memo structure, required sections, and formatting standards. Apers follows the Playbook to ensure every memo matches your IC's expectations, regardless of which team member originates the deal.
What format does the IC memo output in?
Memos are built in Google Sheets with full version history and can be downloaded as .xlsx files. You can also save them to your Library for reference across future deals.