Walk into IC with your memo already drafted

8

sections, drafted every time

From executive summary through recommendation, in the same structure your committee expects.

1

flag for every missing field

Anything your records don't have yet is marked clearly, not left blank or guessed at.

2

ready-to-use output formulas

Export as a Word document or paste the memo directly where you need it.

Names the deal. Pulls the data. Drafts the memo.

Before you can start analyzing a real estate deal, you must prepare it for the investment committee by pulling financials, sponsor history, and deal terms from half a dozen places, then reformatting all of it into the committee’s preferred structure.

Celeste pulls the deal’s financials, underwriting figures, and sponsor track record straight from your firm’s own records and drafts a complete, structured memo covering the full scope committee members expect: thesis, property and market overview, sponsor profile, deal terms, financial summary, key risks, and a recommendation. Anything missing gets flagged clearly instead of silently left out.

You get a complete first draft that’s ready before the meeting, not the night before.

Intapp Celeste

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