Generate a Memo from any active deal

Lev Agent reads your uploaded documents and deal data to generate a structured offering memorandum outline from within any active deal. Describe the type of Memo you need, and the Agent extracts relevant values and applies the correct structure for your asset class and loan type. No re-entering data or switching to a separate tool.

Review and adjust the outline before building

Before the Agent builds the full deck, you can review the AI-generated outline and edit any section title or content block. Changes made at the outline stage carry through to the final Memo, so adjusting structure here has the most impact on the output. The Agent rebuilds from your revised outline, not a fixed template.

Publish directly to your deal room

Once you're satisfied, publish the Memo to your Deal Room and export as a PDF or PowerPoint for lender outreach. Everything stays connected to the deal, so the Memo reflects the same data your team has already verified in Lev. No manual formatting or file transfers before sending.