Lev Memo lets you share your finished deck with lenders from a Vault or download it as a PowerPoint file. Lev saves every Memo to the deal's Resources tab as soon as the build finishes, so it's ready to share without a separate publish step. Review the deck in Studio before you send it.
Sharing with lenders
- Open the deal's Resources — Go to the Resources tab on the deal.
- Add the Memo to a Vault — Hover over the Memo, click Add to Vault, and pick one or more Vaults.
- Feature the Memo (optional) — In the Vault's Files table, open the Memo's menu and select Set as featured to pin it to the top of the Vault.
- Send the Vault link — Click Share in the Vault and send each lender their unique link.
Each lender gets a unique Vault link with its own access settings. For more on links and permissions, see Share a Vault Link.
Downloading your Memo
Download the deck to send the file directly or to keep an offline copy.
- Open the Memo in Studio — Open Studio in the left sidebar, then select the Memo on the Projects tab.
- Download the deck — Click More options, then select Download.
Memos download as PowerPoint files. To send a PDF, open the file in PowerPoint and export it from there.