Create professional memos for any deal type and manage documents more efficiently
January 1, 2026 – January 18, 2026
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 file storage
New
Rich email formatting
New
Video file support
New
AI document classification
New
Enhanced search capabilities
Updated
Streamlined quote management
Updated
Key benefits
Expanded memo types
Create professional investment sales and equity raise memos alongside debt financing materials, all with enhanced visual layouts and automatic table of contents.
Smarter file management
Organize documents at the company level with AI-powered classification and enhanced search to find what you need across all your deals.
Streamlined communications
Send richer formatted emails directly from the platform and manage quotes more efficiently with improved workflow tools.