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The Library is your firm-level knowledge management system. Store files here and reuse them across all your future deals.

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

The Library creates a feedback loop. As you build models and templates, save them so your firm can reuse them later.
Last modified on January 23, 2026