Investment sales memos
Lev Memo now generates AI-powered investment sales offering memorandums with tailored content and financial analysis specific to property sales transactions. The interface shows three distinct memo types to choose from, making it clear which document type matches your deal. Investment sales memos include sales comparables, market analysis, and investor-focused narratives instead of debt-focused content.
Equity raise memos
Generate professional equity raise offering memorandums designed specifically for sponsor fundraising and investor outreach. These memos focus on partnership opportunities, projected returns, and sponsor track record rather than debt placement. The AI automatically adjusts financial presentations and narrative content to highlight equity investment opportunities.
Redesigned contact pages
Contact pages now display your team members with improved visual layouts that adapt based on team size. The system only includes deal team members instead of showing all company team members, eliminating empty placeholder spots and creating cleaner, more professional contact sections.
Automatic table of contents
Every memo now includes a professionally formatted table of contents page by default, with smart formatting based on available property images. The table of contents provides clear page navigation and gives your memos a more polished, institutional appearance that lenders and investors expect.
Enhanced table formatting
Tables throughout your memos now preserve more original data from your source documents while automatically adjusting font sizes to fit content properly on each page. The AI maintains data accuracy while ensuring tables remain readable and professionally formatted across different memo layouts.
Improved editor performance
The memo editor now responds faster with reduced lag when editing text, images, and layouts. Font size selections display the actual pixel size, and gallery resizing works smoothly across all memo types, making the editing process more efficient for time-sensitive deal preparation.
Company-level file organization
Organize documents at the company level rather than per deal, so files stay accessible across your entire pipeline. Lev's AI automatically classifies uploads, and enhanced search helps you find what you need without remembering which deal a file lived under.
Richer emails and faster quote management
Send richly formatted emails directly from Lev so your messages render consistently in any client. Improved quote workflow tools cut down on manual back-and-forth when collecting and comparing lender terms.