The output
What you get from Pursuit.
Every deliverable is a customizable starting point. Your firm shapes the format, the assumptions, and the branding. The output reflects your underwriting standards, not a generic template.
The deliverables are not fixed output. Each firm changes what the AI produces to match its own underwriting standards, assumptions, format, and house style. That is the product.
- → Your firm's Excel template, imported and used as the model structure.
- → Your cap rate, exit cap, and growth assumptions baked in.
- → Your format, column layout, and labeling conventions.
- → Your firm name and branding on exported documents.
- → Every number sourced from your uploaded documents.
- → Every gap flagged. Nothing fabricated, nothing hidden.
The workflow
From document to deliverable.
Every step is logged and auditable. Every number traces back to a source.
What customization covers
Seven things the AI shapes to your firm.
The output is not a fixed template. These are the layers each firm configures once, then refines deal by deal.
Template import
Your Excel workbook becomes the model structure. Tabs, formulas, and layout preserved.
Assumption set
Cap rates, growth, exit spreads, reserve conventions. Your house view, applied by default.
Formats and labels
Column order, naming conventions, units, rounding. Output lands the way your team reads.
Branding and voice
Your firm name, logo, and memo voice on every exported document.
Preferred sources
Which comps sources, which market data, which order of trust. The sourcing engine follows your rules.
Committee format
The metrics, sections, and order your IC expects. The memo mirrors your committee packet.
Institutional memory
Each correction your analysts make teaches the configuration. The output converges on your standard.
Starting points
What the output looks like.
Shown as workflows and structure, not fixed data. Your numbers, your format.
Institutional Excel Model, built to your firm's template conventions
IC Memo / Credit Memo, source-cited narrative package
PDF Investment Package, client-ready one-pager
Batch Export, up to 50 deals at once (Growth and up)
What you're seeing here are workflows and structure. No fixed data, no fabricated numbers. Every deliverable draws from your uploaded documents and your firm's configured assumptions. The examples show the format and sourcing layer, not fictional deal data. Your output will contain your actual numbers.
Fits what you run
No new stack. It meets your tools.
Pursuit reads and writes the formats your firm already lives in. No migration, no new system of record.
If your committee runs on it, the output lands in it.
Ready to start
See it in your own format.
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