Investment memo generation
The investment committee memo, one click from the model.
Investment memo software generates the written case for a deal — thesis, deal summary, return tables, sensitivities, and risk factors — directly from the underwriting so it never drifts from the numbers. Origentic produces a structured, export-ready investment memo from the live model, and it's free to start.
Always in sync with the model
The memo is generated from the live deal, so the returns, sources and uses, and sensitivities it shows are exactly the ones you underwrote — no copy-pasting figures into a document that's stale by the meeting.
- •Thesis, deal summary, and return tables
- •Sensitivities and risk factors from the live model
- •Numbers pulled straight from the deterministic engine
Export-ready and on-brand
Export the memo and the underlying workbook, with white-label branding so every artifact carries your firm's identity rather than ours.
- •Structured memo generated from the deal
- •Excel/CSV export of the full pro forma
- •Per-organization white-label logo and colors
Defensible by construction
Because every figure traces back to a source input on a reproducible engine, the committee reviews the deal you actually underwrote — not a re-typed approximation of it.
Why teams choose Origentic
Frequently asked questions
- What is IC memo software?
- It generates the investment-committee memo for a real estate deal — thesis, returns, sensitivities, and risks — from the underwriting model, so the written case always matches the numbers. Origentic produces a structured, export-ready memo from the live deal.
- Does the memo stay in sync with the model?
- Yes. Because the memo is generated from the live underwriting, its returns and sensitivities always reflect the current model rather than a stale copy.
- Can I brand and export the memo?
- Yes. Memos and workbooks export with per-organization white-label branding, so every artifact carries your firm's logo and colors.
- Is IC memo generation free?
- Yes — memo generation and PDF export are included on every plan, including the free plan.
Keep exploring