Save 5+ hours per memo. CREFI drafts professional memos based on your actual deal data, not generic templates.
How It Works
The memo workflow is accessible from the deal details page. When you initiate a memo, CREFI guides you through a few choices and then generates the document.Configuration Options
Choose your sections
Choose your sections
Select which sections to include in the memo:
- Executive Summary — Investment thesis, key highlights, and recommendation
- Property Overview — Physical description, location, unit mix, and condition
- Market Analysis — Submarket trends, demographics, supply pipeline, and competitive positioning
- Financial Analysis — Income and expense analysis, returns projections, sensitivity analysis
- Recommendations — Risk factors, mitigants, and investment recommendation
Set the analysis depth
Set the analysis depth
Choose how detailed the memo should be:
- High-level — Executive briefing with key metrics and conclusions
- Detailed — Standard investment memo with supporting data and analysis
- Comprehensive — Full deep-dive with extensive market data, multiple scenarios, and detailed risk assessment
Include comparables
Include comparables
Optionally include a comparable property analysis section. This pulls in any comps you’ve added to the deal and presents a side-by-side comparison.
What CREFI Uses to Write the Memo
The AI draws from everything in your deal:- Property details and photos
- Uploaded financial documents (T-12s, rent rolls)
- Your underwriting assumptions and model outputs
- Market data from integrated sources
- Comparable property data
- Insights from your prior conversations
Customization
After CREFI generates the memo, it appears as an editable text artifact in the sidebar. You can:- Edit any section directly in the rich text editor
- Ask the AI to revise specific sections (“make the executive summary more concise” or “add more detail on the supply pipeline”)
- Adjust tone and format for different audiences (internal deal review vs. LP capital raise vs. offering memorandum)
Use Cases
| Scenario | What to Generate |
|---|---|
| Internal deal review | High-level memo with executive summary and financial analysis |
| Investment committee | Detailed memo with all sections and comps |
| Capital raise / LP package | Comprehensive memo with market analysis and full risk assessment |
| Offering memorandum | Comprehensive with property overview and market positioning emphasis |