What is included in a Moraine IC-grade report?

Each report includes an executive summary with key takeaways, a 2-3 paragraph investment thesis, a categorized and quantified risk matrix, detailed module appendices across the due diligence modules, and page-level document citations. Outputs are Excel (XLSX) workbooks.

Can I customize the report format to match our firm's template?

Every Moraine export is an Excel (XLSX) workbook with flat headers and no merged cells, so it drops into your firm's existing IC templates. You choose which reports from the report catalog to include, and you can add your own branding and formatting in Excel.

What export formats are available?

The IC-ready memo is an Excel (XLSX) workbook, and the due diligence modules also have per-module PDF reports. Moraine does not produce an IC memo as a PDF or Word document. Teams add commentary and incorporate the Moraine output into their existing IC memo and templates in Excel before distribution.

How long does it take to generate a complete IC report?

Once documents are uploaded and analyzed, Moraine builds a first-draft model in minutes and the Excel outputs can be generated from it. Review time remains. Manual assembly of findings, summaries, risk matrices, and the final IC package takes analyst time on top of that.

Can the report include findings from external consultants not processed through Moraine?

Moraine outputs are Excel workbooks, so you can add findings, notes, and supplementary analysis from external consultants alongside Moraine's findings in Excel. A qualified underwriter should still review open items, source conflicts, and return assumptions before IC.

How does the risk matrix work?

The risk matrix categorizes all findings by type (Legal, Financial, Operational, Structural, Environmental) and severity (HIGH, MEDIUM, LOW). Each entry includes quantified financial exposure and a brief description. The matrix provides investment committees with an at-a-glance view of the deal's complete risk profile.

Is there version control for reports?

Model edits are captured in the model's undo and audit history. As new documents are uploaded or findings are updated, you can re-run the module and regenerate the Excel outputs.

IC-Grade Due Diligence Reporting

How do you assemble an IC-ready due diligence package faster?

Investment committee meetings have a fixed cadence. Due diligence timelines are compressed. Yet the final step, assembling a professional, comprehensive IC package from weeks of analysis, remains one of the most time-consuming and error-prone parts of the acquisition process.

A typical IC-grade due diligence report requires pulling findings from legal review, environmental assessments, lease analysis, financial modeling, property condition reports, and zoning analysis, plus any title, insurance, and estoppel documents the deal team collects. Each workstream produces its own deliverables in different formats. An analyst or associate must then synthesize everything into a coherent narrative: executive summary, investment thesis, risk matrix, detailed appendices, and supporting citations.

Manual assembly takes many analyst hours per deal. It introduces formatting inconsistencies, risks omitting critical findings, and often results in IC packages that arrive just hours before the meeting, leaving no time for thorough committee review.

Moraine’s IC-Grade Reporting module automates this entire workflow.

What does IC-grade reporting deliver?

Moraine generates IC-ready outputs directly from the analysis performed across its due diligence modules. Every component of the report is built from structured data and AI-generated findings, not copied and pasted from disparate sources.

Executive Summary: A concise, high-level overview of the deal including property description, transaction terms, key strengths, and critical risk factors. The executive summary is designed to give IC members a complete picture of the deal in two minutes of reading. Key takeaways are highlighted so decision-makers can immediately identify the most important considerations.

Investment Thesis: A 2-3 paragraph narrative articulating the deal rationale. Why does this acquisition make sense for the portfolio? What are the primary value drivers? What assumptions underpin the return projections? The investment thesis synthesizes financial analysis, market positioning, and risk assessment into a compelling, honest narrative that supports informed decision-making.

Risk Matrix: A categorized and quantified summary of all findings across the deal. The risk matrix organizes findings by category (Legal, Financial, Operational, Structural, Environmental) and severity (HIGH, MEDIUM, LOW). Each entry includes a brief description and quantified financial exposure. This single-page view gives IC members an immediate understanding of the deal’s risk profile without reading through appendices.

Module Appendices: Detailed findings and analysis from each due diligence module. Each appendix follows a consistent structure: module overview, key findings with the WHAT / SO WHAT / NOW WHAT framework, supporting data, and document citations. Appendices provide the depth that IC members need when they want to dig into specific risk areas.

Excel (XLSX) Export: The IC-ready memo is an Excel workbook with flat headers and no merged cells. Teams add deal team commentary or merge Moraine output into existing IC memo templates in Excel. The due diligence modules also have per-module PDF reports; Moraine does not produce an IC memo as a PDF or Word document.

Report Components in Detail

Executive Summary

The executive summary is not a generic template filled with boilerplate. Moraine generates it from the actual analysis results. If the lease review found that 65% of the rent roll expires within 18 months, that appears as a key takeaway. If the environmental module scored the property at 2 out of 10 risk, the summary reflects minimal environmental concern. Every statement in the executive summary traces back to a specific finding with a document citation.

This approach ensures IC members receive accurate, deal-specific summaries instead of the vague overviews that result from rushed manual drafting the night before a committee meeting.

Investment Thesis and Risk Matrix

The investment thesis and risk matrix work together to frame the deal for decision-makers. The thesis provides narrative context: why the deal makes sense, what the team believes about the opportunity. The risk matrix provides the counterbalance: what could go wrong, how severe it would be, and what it would cost.

Together, they give investment committees the balanced perspective they need. The thesis is generated from financial analysis outputs, market data, and deal terms. The risk matrix pulls directly from the unified findings system, ensuring every risk is categorized, quantified, and traceable to source documents.

What export options are available?

Every Moraine export is an Excel (XLSX) workbook designed to drop into existing ARGUS, Excel, and IC templates:

Flat headers and no merged cells across all sheets
Page-level citations linking every finding to its source
A report catalog covering cash flows, returns, debt, rent roll, tenant cash flows, recoveries, assumptions, sensitivities, and source lineage

Use Moraine’s output as the foundation and add deal team commentary, market analysis from external sources, or portfolio-level context in Excel before distributing to IC members.

Before and After: Manual Report Assembly vs. Moraine

Before Moraine:

Analyst collects deliverables from many different workstreams and consultants
Hours of analyst time spent compiling, formatting, and cross-referencing findings
Executive summary and investment thesis drafted manually under time pressure
Risk matrix built in Excel with inconsistent severity classification across workstreams
Formatting varies between sections because different team members authored different parts
IC package delivered hours before the meeting with limited time for committee review
Updating the report when new information arrives means repeating the assembly process

After Moraine:

The due diligence modules feed findings and analysis into the outputs automatically
Excel outputs are generated from the model once document analysis is complete
Executive summary reflects actual findings rather than rushed, last-minute drafting
Risk matrix is built from standardized severity classifications and quantified exposures
Consistent formatting across every sheet
Outputs can be regenerated when new documents or findings are added
Model edits are captured in the model’s undo and audit history

The time savings matter, but the quality improvement matters more. IC outputs generated by Moraine are more consistent than manually assembled reports because they are built from structured data, not human copy-paste workflows.

Request a Demo → 30-minute walkthrough with your actual documents. See Moraine analyze a real deal.

How the Modules Feed Into the Final Report

IC-Grade Reporting is not a standalone feature. It is the culmination of Moraine’s entire due diligence platform. Each module contributes structured data and findings to the report:

Lease Abstraction: Rent roll summaries, key lease terms, expiration schedules, and tenant risk factors
Financial Analysis: Pro forma projections, return metrics, sensitivity analysis, and debt coverage ratios
Environmental Research: Phase I ESA summaries, risk scores, and hazardous materials findings
Preliminary Legal Review: Review of the legal documents you upload (for example title commitments, surveys, and contracts), with contract risk and legal compliance findings
Property Condition Assessment: Structural findings, deferred maintenance estimates, and capital expenditure projections
Zoning Research: Cited web research on zoning designation, permitted uses, overlays, and flood zone (not a parcel-data GIS lookup)
Operations Analysis: CapEx, GL maintenance, service and vendor contracts, and AR/AP review

Each module’s findings are severity-classified, quantified, and formatted using the consistent WHAT / SO WHAT / NOW WHAT framework. The reporting engine aggregates everything into a single Excel workbook that represents the complete due diligence picture.

This integration is what separates Moraine from point solutions. The report draws from the entire due diligence process, not a single analysis, with every finding traced back to its source.

Reports You Can Trust: Security Behind Every Page

IC reports contain the most decision-critical information in a deal. Moraine protects every finding, citation, and financial figure with controls that institutional committees expect:

Data is encrypted at rest and in transit by our cloud infrastructure providers, securing every document
SOC 2 Type II management assertion letter completed; the audit report has not yet been issued
Each firm’s data is isolated from other customers at the database level
Documents are never used to train AI models, so your deal data stays yours
Model edits are captured in the model’s undo and audit history
SSO/SAML is available on Enterprise deployments
Team members and roles are managed by your Moraine contact

Source-Linked and Priced Per Deal

Every number in Moraine is linked to its source, with page-level citations. The due diligence suite is $3,000 per property; Individual is $300/month, and a free 14-day evaluation requires no card.

Request a Demo → See how Moraine builds a first-draft model and IC-ready outputs in minutes, not weeks.

Your investment committee deserves better than rushed, manually assembled due diligence reports. Moraine delivers consistent, source-linked IC outputs built from structured analysis across every workstream. See how it compares to hiring additional analysts and review the pricing comparison to understand the ROI for your team.