Before Leni
The team spent late evenings turning asset and underwriting reports into investor packages. More deals brought more preparation work.
Brennen Degener’s team turned an evening of investor-package preparation into a one-hour review and refinement process.
See the investment memo workflow →
Platecc CapitalThe team spent late evenings turning asset and underwriting reports into investor packages. More deals brought more preparation work.
Leni brings asset and market reporting data together in a draft investment committee memo, including the thesis, market context, risks, mitigants and open items. The team reviews and refines it.
“What used to take one full evening of analyst work is now a one-hour review and refinement process, helping the team keep pace as deal volume has increased.”
Keep deal volume growing without longer evenings.
Results from Leni’s previously published customer account. Results reflect this team’s workflow.
Equip your team, add a specialist, or build it into your own AI operating system.
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