Publish a Memo

Publish the Memo, export it in your preferred format, share unique links with lenders, and track how they engage — all from the Lev Platform.

1. Publish the Memo

   Push the Memo out of the editor and into the Deal Room.

   1. Click Publish. Use the Publish button at the top-right of the Memo editor.
   2. Land in the Deal Room. You're automatically navigated to the Deal Room in the Lev Platform.
   3. Share it from the Deal Room. Use the Deal Room sharing tools to invite lenders — the Memo is now part of your deal's lender-facing surface.

   

   You land in the Deal Room with the Memo available to invited lenders.
2. Download PDF or PowerPoint

   Export a static copy once the Memo is published.

   1. Confirm the Memo is published. You cannot download an unpublished Memo.
   2. Click the download icon. It's in the top-right corner of the screen.
   3. Pick a format. PDF has full support; PowerPoint is in beta and may have issues with fonts and font spacing.

   

   You have a static copy of the Memo in your chosen format for email, offline review, or formal submissions.
3. Share with lenders

   Share the published Memo with lenders through Vault so each recipient gets a trackable link.

   1. Open the Deal Room Vault. Click Share in the top-right corner.
   2. Pick the lender. Select the lender you want to create a unique link for.
   3. Copy the link. Click the chain icon to copy the unique link to your clipboard.
   4. Send the link. Paste it into email or include it in your outreach.

   Each lender has their own unique link, which you can email or include in outreach.
4. Track engagement

   After sharing, see how lenders engage with your Memo from the Vault's analytics surface.

   • Views by recipient — see which lenders opened the Memo.
   • Time spent viewing — gauge lender interest level.
   • Pages viewed — understand which sections attracted attention.
   • Downloads — track PDF and PowerPoint downloads.

   Use PDF for formal submissions. Use live links for initial outreach — they update automatically as you make changes. Prioritize follow-ups with the most engaged lenders.

   You can prioritize follow-ups by who has actually opened and spent time with the Memo.