08 Investment Memo & Deck Creation

IC-ready. In your template.

AcquiOS generates investment committee presentations and DCFs in your existing PowerPoint and Excel templates. No reformatting, no new system to learn. AI-generated investment thesis, full metrics table, and AcquiScore recommendation ready for IC.

Book a Demo See Pricing
5-10
Hours saved per IC deck
Your
PowerPoint template, every time
Live
IRR updates as IC adjusts assumptions
How It Works

From deal data to IC deck. Without the 8-hour rebuild.

01
Upload your template once
Upload your firm's existing PowerPoint IC deck template during onboarding. AcquiOS maps your slide structure, preserves your formatting, and learns your required sections. Templates are version-controlled and updateable.
Your template, one-time setup
02
AcquiOS generates the deck
When you request an IC deck for a deal, AcquiOS pulls the deal data, underwriting outputs, assumption audit trail, AcquiScore breakdown, and market context. It populates every section of your template automatically.
Generated from deal data
03
Review, adjust, present
The generated deck is fully editable in PowerPoint. Change any assumption and the corresponding metrics update. Export as PDF for distribution or present directly from the AcquiOS platform with live recalculation.
Fully editable output
Capabilities

Every IC section, automatically populated.

T
Template Preservation
AcquiOS populates your existing PowerPoint template exactly. Your slide structure, color scheme, fonts, and formatting are preserved. 1–3 custom deck templates depending on plan.
A
AI Investment Thesis
AI-generated executive summary with full investment thesis, deal rationale, key risks, and recommendation. Includes AcquiScore breakdown with four-category scoring rationale.
F
Full Metrics Table
IRR, cash-on-cash, equity multiple, cap rates, NOI, LTV, DSCR, debt terms, and equity required. All extracted and calculated from the underwriting model, cited to source documents.
R
Real-Time IC Adjustments
Change exit cap rate, hold period, rent growth, or financing assumptions during the IC meeting. IRR and cash-on-cash update in 5 to 10 seconds. No post-meeting model rebuild required.
S
AcquiScore Recommendation
PROCEED / CAUTION recommendation with the four-category score breakdown and the key factors driving each category score included in the IC presentation.
D
DCF in Your Excel Template
The full DCF model is delivered in your existing Excel template alongside the PowerPoint deck. All assumptions editable, all formulas preserved, full audit trail intact.
What You Get

Everything your IC needs. Ready before you walk in.

IC deck in your PowerPoint template
Complete investment committee presentation with every section populated. Editable in PowerPoint, exportable as PDF.
AI-generated investment summary
Executive summary covering deal rationale, property overview, key metrics, market context, risks, and recommendation. Editable and sourced.
Full metrics table
IRR (levered and unlevered), cash-on-cash by year, equity multiple, cap rates, NOI, debt terms, and equity required. All from the underwriting model.
AcquiScore with breakdown
0-to-100 score with PROCEED/CAUTION recommendation and the four-category rationale. Ready to present to IC without additional preparation.
DCF in your Excel template
Complete DCF model delivered in your Excel template, with all formulas, all assumptions editable, and the full assumption audit trail attached.
Real example
S Alexander Avenue Investment Analysis Report.
AcquiOS generated the full IC report for S Alexander Avenue including executive summary, AcquiScore breakdown (68/100, CAUTION), investment metrics table, key property statistics, and recommendation with supporting rationale.
11.25%
5-yr Levered IRR
1.82x
Equity Multiple
68/100
AcquiScore - CAUTION
5 min
IC deck generation time
5-10
Hours saved on every IC deck preparation cycle
Your
PowerPoint template used every time. No reformatting. No new format to learn.
5-10s
Live recalculation when IC adjusts assumptions during the meeting
3
custom deck templates depending on plan.
Availability

Core memos on all plans. Custom IC decks as an add-on.

Investment Analysis Reports are included on all plans. Custom PowerPoint IC Deck Creation (IC Deck add-on) enables full multi-slide IC presentations in your branded template.

All plans — Investment Analysis Reports IC Deck add-on — $1,000/month (Enterprise)
Your next IC deck should take minutes, not days.

Book a demo. Bring your IC template and we will show you how AcquiOS generates it in real time with a live deal.