Turn deal threads and files into a decision-ready memo.

Email Deck the deal thread, diligence notes, and source files. It organizes the thesis, key facts, risks, and open questions into a private memo you can review.

Draft a deal memo
9:41
Project Alder decision memo

Deck

2:12 PM

INVESTMENT MEMO

Project Alder decision memo

The first draft is below — verified facts are kept separate from management claims, and open questions lead.

Thesis

Durable customer retention and an efficient expansion motion support the base case.

Supported

Key risk

The model assumes margin expansion that is not supported by the historical cost detail provided.

Flagged

Open question

Confirm whether the top-five customer concentration includes channel revenue.

Open
Project Alder deal memo.docx
Reply…

Bring the whole deal into one draft.

Deck works from the threads, notes, and files you deliberately send, keeping the important evidence close to each conclusion.

Every contradiction and missing input is flagged.

Contradictions, missing inputs, and unresolved diligence questions stay explicit so the memo is ready for judgment, not automatic approval.

1.Draft the investment memo for Project Alder

Give Deck the financial model, research notes, email thread, and a past memo to use as a guide. It combines them into a draft, shows where key numbers came from, and lists unanswered questions first.

  • Follow our standard thesis, market, performance, risks, and open-questions structure
  • Cite the source file beside important figures
  • Put unresolved diligence questions on the first page

One-time

Draft the Project Alder memo from the model, diligence notes, and deal thread. Keep verified facts separate from claims.

Project Alder model.xlsxDiligence notes.docxDeal thread.eml
Draft the Project Alder memo

The memo is drafted — verified facts and management claims are kept separate.

Project Alder deal memo.docx12 pages

01Thesis

Durable customer retention and an efficient expansion motion support the base case.

02Key risk

The model assumes margin expansion that is not supported by the historical cost detail provided.

03Open question

Confirm whether the top-five customer concentration includes channel revenue.

InsertCopyRegenerate

2.Project Alder decision memo

Deck assembles the case, evidence, risks, contradictions, and questions into one private first draft.

3.It works from the materials you send

Connect the deal thread and data room once. Deck reads only what you approve and keeps the memo private to you.

Permissions

This artifact uses connectors

Grant access to the services below so Deck can pull live data. You can revoke access at any time.

Gmail

18-message deal thread

Connected

Google Drive

Model and diligence notes

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Start with the evidence already organized.

Send the deal materials to Deck and review the private memo before it goes anywhere else.

Draft a deal memo