Firm context
Write down how your firm works once, and every session in every deal receives it as background.
Firm context is a short description of how your firm works, set once by an admin for the whole organization. Every session in every deal receives it as background, so nobody re-explains your conventions at the start of each conversation.
Set firm context
Open the user menu and choose Firm context (admins only). Write up to 8,000 characters; a live counter tracks the limit.
What to write
Standing facts and preferences that apply to every deal, written the way you'd brief a new analyst:
- "We're a value-add multifamily shop; typical hold is 5 to 7 years."
- "Debt figures in thousands. Rates quoted as spreads over SOFR."
- "IC memos open with the ask, not the property description."
- "Sensitivity tables always show exit cap on the horizontal."
What belongs elsewhere
- Deal-specific facts belong to the deal itself, in deal memory or in its files.
- Rent rolls, loan terms, and anything else a document carries belong in the deal's Library; upload them there.
Learn more
- Sessions: deal memory, the per-deal layer under firm context.
- Team and seats: which role can edit firm context.