Solutions · Acquisitions teams
Buy by the same rules every time.
Screen at volume without losing the buy-box. The rules stay when the analyst who wrote them moves on, and IC gets the case already built, not reconstructed the night before.
01The problem
Volume is the job. Consistency is what makes it defensible.
The same inputs run by two different analysts come out with two different answers, so the buy-box isn't really a buy-box.
The buy-box, hold thesis, and exit triggers are locked into the record itself, so every deal is screened against the same rules regardless of who runs it.
An IC memo means chasing numbers across emails, spreadsheets, and OMs into a narrative someone can present.
The underwriting record is already structured for it, so the memo is an export of work already done, not a second pass at the deal.
The underwriting logic that decides what you buy lives in one senior analyst's head, and it leaves the firm when they do.
The scorecard behind every yes and no is written into the record, so the reasoning stays with the firm after the analyst moves on.
The team that inherits the asset at close didn't build the model and doesn't have the reasoning behind it.
Asset management picks up the same record acquisitions used to underwrite the deal, so the thesis doesn't have to be reconstructed at handoff.
02What matters most
What matters most to a team screening deals at volume
Underwriting
Pay the right price, at speed.
Run a first-look and a full model on the same record, so the deals that survive triage move to IC without a second file to reconcile.
- Pipeline
- Sensitivity
- Cap rate
- Cash-on-cash
- IRR
IC memo export
IC prep stops being a second job.
The scorecard and the underlying model export straight into a committee-ready memo, so IC prep isn't a second job on top of underwriting.
- Scorecard
- Model
- Memo export
The buy-box stays when the analyst moves on.