Create a Memo

Introduction

Lev Memo turns deal data and underwriting into a branded offering memorandum in minutes instead of days.

Accessing Lev Memo

Memo is always opened from a deal on the Lev platform.

From the new-deal flow

1. Open the Lev platform and create a deal (or open an existing one).
2. Upload documents and complete basic and financial information as prompted.
3. In Prepare Deal Package, click Create Memo.

Other ways to start

Suggested Next Steps

1. Open any deal.
2. Under Suggested Next Steps, click Create Memo.

Resources tab

1. Open the deal’s Resources tab.
2. Add content (top right) → Create Memo.

Creating a new Memo

Choose document type. Pick a template or start blank—for example Debt Financing Offering Memorandum, Deal Summary / Teaser, or Blank. If you haven’t already, set asset class and loan type when asked.

Upload and generate outline. Files already on the deal are pulled in automatically; add anything missing here. Click Generate Memo to build the outline (often on the order of a couple of minutes).

Edit the outline. Review section titles and bullets, add or remove sections, then Build Memo to generate the full deck (often 5–10 minutes). Edits here—especially narrative sections like investment highlights—heavily steer what ships.

Review in the editor. When generation finishes, refine slides: text, order, images, tables, and branding (Theme Settings). Use Preview to click through like a presentation.

Publish and share. Click Publish (top right) to push the Memo to your Deal Room for lenders and/or export PDF / PowerPoint.