The CRM for investors, from data room to memo.
For investment teams. Each deal reaches your committee with the work done and every figure traced to its page.
North Quay WorksAssessmentNorth Quay WorksAssessmentYour team sees every deal on one board.
Nobody has to ask where a deal stands.
Harbour PointResearch ready for reviewJCJamie Chen12m
Mill Lane DepotResearch ready for reviewJCJamie Chen1h
Ropewalk YardScreening note draftedJCJamie Chen38m
Westfield StudiosLease request draftedSPSam Patel2h
Canal Street YardValuation request draftedSPSam PatelMon
Dyehouse LaneTitle request draftedSPSam PatelFri
North Quay WorksDrafting the memoAMAlex MorganNow
Foundry RowCost plan request draftedAMAlex Morgan4h
Weaver's CourtMemo ready for committeeAMAlex MorganYesterday
Tannery MillDecline note draftedJCJamie ChenYesterday
Lock HouseScreening note draftedSPSam PatelThuOperion gets each deal ready for investment committee.
- 1
Reads the data room
It adds each figure from the operating statements, the leases and the valuation to the deal, linked to the page it came from. It also lists what the room does not hold. - 2
Researches the counterparty and the asset
It works through each question on your research checklist and links every answer to its source. What it cannot source stays open, with a request drafted for your team to send. - 3
Runs your returns model
It uses your formulas, your target and the deal's figures. When a revised operating statement arrives, it reruns the model and keeps each old figure beside the new one. - 4
Drafts the memo
It follows your template and cites each figure's source. When a rerun moves the equity IRR, it redrafts the returns section and waits for your review.
Reads the data room
It adds each figure from the operating statements, the leases and the valuation to the deal, linked to the page it came from. It also lists what the room does not hold.
Researches the counterparty and the asset
It works through each question on your research checklist and links every answer to its source. What it cannot source stays open, with a request drafted for your team to send.
Requests
Runs your returns model
It uses your formulas, your target and the deal's figures. When a revised operating statement arrives, it reruns the model and keeps each old figure beside the new one.
Drafts the memo
It follows your template and cites each figure's source. When a rerun moves the equity IRR, it redrafts the returns section and waits for your review.
North Quay Works · Investment memo · Draft for review
3. The acquisition
North Quay Works, a canal-side warehouse in Leeds, costs GBP 10,000,000, funded by GBP 4,000,000 of equity and GBP 6,000,000 of interest-only debt at 7%.
The 5-year hold ends in a sale at GBP 12,000,000.
4. Returns
On net operating income of GBP 900,000, the equity IRR is 18.87%, above the 18% target. On the revised income of GBP 840,000, the equity IRR falls to 17.55%, below the 18% target. At this price, the acquisition no longer meets the target.
Redrafted by Operion on the revised income
5. Open questions
Before committee: the current rent roll, requested from North Quay Holdings on 29 September 2026 and still outstanding, and the counterparty's explanation of the GBP 60,000 fall in income.
Not yet sourced: whether the change of use has been granted.
Revised operating statement, page 3
Page 2 of 6
- 1. Summary
- 2. The asset
- 3. The acquisition
- 4. ReturnsNeeds reviewRedrafted by Operion on the revised income
- 5. Open questions
Sources
Operating statement v2.pdf, page 3
Returns model, cell C7=IRR(C1:C6)
Activity
Questions investment teams ask.
No. Operion drafts; your team and your investment committee decide.
Yes. Your Operion lead sets up both in week one, with your research checklist. Then we check Operion's figures against your spreadsheet with you.
How it fitsYour team adds them, and Operion reads each one as it arrives.
You would see it at the source. Every figure links to the page it came from, and every draft waits for your review.
ProductYou can. Your CRM keeps your relationships, and each deal's documents and work live in Operion. Or your Operion lead moves your pipeline across.
How it fits
