Seven steps from data room to IC memo.
Capley is designed to take a deal package from upload to IC memo in seven steps. The screens below are design previews of the product as it’s being built.
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01
Upload the deal package
Leases, amendments, rent roll, T-12, CAM reconciliation, PSA, estoppels, title and the seller’s model. Drop the whole data room; no renaming needed.
Design preview · pre-launchDrop the deal packagePDF, Excel, Word, scans · zip or folders -
02
Capley sorts and reads it
Capley is designed to identify each file by type and read it page by page, including scanned pages. That’s what lets a finding point back to the page it’s on.
Design preview · pre-launchLeases (6).pdfAmendments (3).pdfRent roll.xlsxT-12.xlsxCAM recon 2025.pdfPSA.pdf -
03
Up to 8 analyses run
Lease abstraction, lease underwriting, CAM audit, tenant credit, deal due diligence, LOI review, market comps and a model check. An analysis that’s missing a document is designed to flag what it can’t confirm.
Design preview · pre-launchRunning 6 of 8 analyses1 done · 2 blockedLease AbstractionDoneLease UnderwritingRunningReading Coffee amendment § 2…CAM AuditRunningComparing CAM recon to Grocer lease § 7.3…Tenant Credit ScreenQueuedDeal Due DiligenceQueuedFinancial Model CheckQueuedLOI ReviewBlockedNeeds LOIMarket Comp AnalysisBlockedNeeds user-supplied comps -
04
Findings land in four buckets
Each finding is designed to carry its document, section and page. It’s sorted by what you’d do about it.
Design preview · pre-launchPrice itChanges what to pay. Carries a dollar figure and the math.ActNeeds action before closing: ask the seller, add a condition.Post-closePut it on the tickler: a notice window, an option date, a renewal deadline.UnverifiedCouldn’t be confirmed from your documents, with what would confirm it. -
05
Repricing implied and coverage
Price findings add up to a repricing figure with its basis. The coverage count shows which analyses ran and which couldn’t, and why.
Design preview · pre-launchRepricing implied$600,000or $11.4M at the same 7.25% capBasis: $43,500/yr overstated NOI ÷ 7.25% cap. Price math from the documents at the going-in cap. Not an appraisal.Lease AbstractionLowLease UnderwritingHighCAM AuditHighTenant Credit ScreenMediumDeal Due DiligenceLowLOI ReviewBlocked: needs LOIMarket Comp AnalysisBlocked: needs compsFinancial Model CheckLow -
06
You make the call
Mark up the findings and set the call. The report records who set it and when.
Design preview · pre-launchYour team’s callProceedProceed with conditionsRepriceKillUndecidedSet by your team · Mar 14 -
07
IC memo or client copy
Investors take an IC memo to committee. Brokers send client copy under their own brand.
Design preview · pre-launchIC memoInvestorsDesign preview · pre-launchClient copyBrokers · your brand
See Capley on a sample deal.
Our team walks through a synthetic deal package and the report Capley produces from it.