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

Email from Deck: Project Alder decision memo

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

Use the attached model, diligence notes, and email thread to draft a decision-ready deal memo. Separate verified facts from management claims, surface contradictions, and do not fill missing information with assumptions.

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

Context

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.

Project_Alder_deal_memo.docx

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

Connect

Not nowConnect all

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