Memo helps you create professional deal presentations quickly. Start from a template, customize with your deal data, and produce a polished document.
What You Can Create
- Offering Memorandum (OM)
- Deal summary / Teaser
- Investment presentation
- Custom deal materials
Step-by-Step Instructions
Go to Memo
From your deal, click Memo in the navigation.
Create New Memo
Click Create New Memo.
Choose a Template
Select a starting template: Full Offering Memorandum, Deal Summary (shorter), Investment Teaser, or Blank (start from scratch).
Review Auto-Populated Data
Lev pulls data from your deal into the memo: property information, financial metrics, location details, and photos (if uploaded).
Customize Sections
Edit each section: Rewrite or expand text, reorder sections, add or remove content blocks, include custom sections.
Add/Edit Images
Customize visuals: Replace placeholder images, crop and adjust photos, add maps and aerials, include charts/graphs.
Work with Tables
Edit financial tables: Update numbers, add/remove rows, format cells, apply styling.
Customize Branding
Apply your brand: Upload company logo, choose color scheme, select fonts, add header/footer.
Preview
Click Preview to see the full memo as a presentation.
Save
Save your work. Auto-save is on by default, but you can click Save to manually save. Version history is available.
Tips
Start with a template—it's faster than blank. Review auto-populated data for accuracy. Use high-quality images. Keep text concise—visuals matter.