Your firm’s judgment, connected.
Every email, model, broker interaction, IC decision, portfolio update, and outcome becomes connected. The more your team works in Plex, the more valuable the memory becomes.
Every new deal still starts from scratch. Until it doesn’t.
Your best calls live in old models, lost emails, IC notes, and people who have left. Institutional Memory keeps that judgment on the desk — for agents, Ask Sam, and your people.
Not a shared drive
Memory is structured around deals, assets, brokers, and sponsors — not folders of PDFs. Agents and Ask Sam query the same record your team uses.
- Deal records with extracted fields and documents
- Archive with reject reasons that teach Fit Score
- Broker and sponsor history tied to outcomes
- Portfolio context when screening new opportunities
Grows with every decision
Passed deals, closed deals, held assets, and serviced loans all feed the same layer. No manual wiki maintenance.
- Underwriting edits enrich future assumptions
- IC materials and notes preserved on the record
- Servicing outcomes inform the next origination
- Strategy evolution visible to the whole desk
Powers agents and Ask Sam
Institutional Memory is what makes agents more than generic chat — and what lets Ask Sam answer questions your shared drive cannot.
- Fit Score against buy box and history
- Ask Sam with firm-wide and deal-scoped context
- Precedents for hold/sell and work-out decisions
- Human approval before outbound mutations
We embed with your desk.
Plex specialists sit with acquisitions, origination, and asset management on live deals, live models, and the books you already run until your people own it day to day.
Sit with the team
We start on your live pipeline and serviced book, not a sandbox. Specialists work beside the desk on deals, loans, and assets already in motion.
Encode the playbook
Buy box, models, covenants, and committee habits get written in so the next deal runs the way this firm actually decides, not a generic workflow.
Transfer ownership
We stay until the desk is running it day to day. The system remains yours. The specialists step back when your people no longer need them in the chair.
Questions memory can answer
Because Plex understands your firm’s complete investment history, questions that were previously impossible become routine.
- How many deals have we received from this broker?
- Which sponsors consistently beat underwriting?
- Why did we reject similar multifamily assets?
- How has our strategy evolved in five years?