Output Formats
Attach your house templates to a deal so drafted models, memos, and decks follow your firm's format.
Output Formats are the templates attached to a deal. When the terminal drafts a deliverable, it works from the attached format, so the output uses the structure of your template. Attach your fund's acquisition model to a deal, then ask for the screening model: the terminal uses a copy of your workbook as the starting point, keeping its structure while building the deliverable.
Attach a format
The Output Formats section of the Workbench shows attached templates as a tile grid. Add one through the "+ Add" tile, or drop a file straight onto the grid. The add dialog offers three sources:
| Source | What it is |
|---|---|
| Built-in formats | A searchable catalog of ready-made model formats, grouped by sector and strategy. |
| Your library | Use a file that's already in the deal's Library as a format. |
| Upload your own | Upload one or more template files and give each a name. |
Each tile has a menu with Preview, Replace, and Remove. Replace swaps the file behind a format; Remove detaches the format from the deal.
How the terminal uses formats
Attached formats are visible to the terminal as templates. When it drafts work, it copies the template and builds inside the copy, leaving the format as you attached it.
Formats are attached per deal: a template you attach to one deal doesn't appear on another unless you attach it there too. New terminal work built from a format lands in Drafts like any other deliverable.
Next steps
- The Workbench: where Drafts, the Library, and the Output Formats section live.
- Uploads and the inbox: get a template file into the deal's Library first.