What You Can Store
- Market assumptions
- Financial models
- Word document templates
- Any other reusable files
Accessing the Library
Click the Library tab on the left side panel to open your Library.Key Features
| Description | |
|---|---|
| Upload files | Drag and drop files directly into the Library |
| Save from Chats | Push files from any Chat or Deal into the Library |
| Import to Deals | Pull files from the Library into any Chat or Deal |
| Firm-wide access | Everyone in your firm can access the same Library |
The Library creates a feedback loop. As you build models and templates, save them so your firm can reuse them later.