Lev Memo lets you turn deal data and underwriting into a branded offering memorandum, delivered as a PowerPoint file. You build every Memo in a conversation with Lev Agent, and each Memo is tied to a deal on the Lev platform. Your templates and themes carry your branding into every deck. Create the deal first, or create it with Lev Agent as you go.
Building the draft
- Start the Memo — Click Create a memo under Quick Actions on the Deal Overview page.
- Select the Memo type — If you didn't name one in your request, choose the type that most closely matches the transaction, such as a Debt OM or an Equity Raise OM.
- Choose a template and theme — Pick a layout from the Template dropdown and a color and font set from the Theme dropdown, then click Submit.
- Upload requested files — If the deal is missing key property or transaction details, attach the files the agent asks for, such as a rent roll or T12.
- Confirm and build — Answer the agent's confirmation to start the build, and follow its progress in the chat.
Choosing a template also selects that template's default theme. Pick a different theme to change the deck's colors and fonts without changing its layout.
Opening your Memo
When the build finishes, Lev Agent posts your Memo in the chat as a PowerPoint file named after the Memo. Lev also saves the file to the deal's Resources tab and lists it under Projects in Studio, so you can return to it after the conversation ends.
Click the file in the chat to open a preview next to the conversation. From the preview, click Download to save the deck, or open it in Studio to keep editing. To change the content or design, see Editing a Memo. To send the deck to lenders, see Sharing a Memo.