Use case
Deal context transfer
Every deal accumulates context faster than anyone documents it. Then a new counterparty arrives and it all has to be re-explained from memory.
How do you bring a counterparty up to speed on a live deal?
Package the deal into a Brief: the economics with their basis, the parties and their roles, what has been agreed, what is still being negotiated, and the documents behind each. Send one link. The counterparty asks their own questions in their own order, and every answer points at the document it came from.
How deals get explained today
- A folder of PDFs with a covering email.
- An intro call that covers a third of what matters.
- Two weeks of clarifying emails, each answered slightly differently.
- A number that was proposed being read as a number that was agreed.
Packaging a deal
- Step 1
Assemble
Memo, term sheets, model, key correspondence, third-party reports.
- Step 2
Label status
Proposed, requested, committed, executed. This distinction is the whole game.
- Step 3
Review economics
Confirm the extracted figures and their basis before anything is shared.
- Step 4
Send one link
Revoke it when the conversation ends or the counterparty drops out.
What the Brief structures
Economics
- Headline figures with basis
- Sources and uses
- Derived ratios with their inputs
Parties
- Who is on which side
- Advisors
- Who has signed what
State
- Agreed terms
- Open points
- Conditions outstanding
- Key dates
A worked example
Harbor Point is a fictional commercial-real-estate deal built to show the format end to end.
Open the Harbor Point Deal BriefFictional. Nothing in it is a real deal or a real customer.
What a counterparty asks first
The order varies by seat, but the list rarely does.
- What is actually committed versus proposed?
- Who else is in this and on what terms?
- What is still open?
- What are the key dates?
- Show me the document behind that.
Why counterparties trust it
- Numbers carry a basis, so a term sheet never reads as a closing.
- Conflicting figures are shown side by side rather than reconciled silently.
- Every answer can be traced to a document.
Deal packaging checklist
- Current model, not last month's.
- Every executed document.
- Status label on every number.
- Named open points with owners.
- Anything confidential deliberately excluded.
Common questions
- How is Brieflin different from a data room?
- A data room stores files. Brieflin organizes the context connecting those files and lets a recipient ask questions across the accumulated knowledge. A Brief may complement a data room; it does not replace formal diligence or professional review.A Deal Brief does not replace formal due diligence, a data room, or professional review.
- How does Brieflin use source evidence?
- Answers are generated only from the passages retrieved out of your uploaded sources, and each answer links back to the passages behind it. When the retrieved material does not support an answer, the Brief says it does not know and explains what is missing instead of filling the gap.
- Can recipients view a Brief without an account?
- Yes. A recipient opens the share link and can read and ask questions immediately, with no account and no software to install. The creator keeps control: links can be revoked at any time, can carry an expiry, and stop working the moment they are revoked.
Deal Brief for commercial real estate
If the deal is real estate, the industry pack adds capital stack and diligence structure.
See Deal BriefScope and limitations
- A Brief is a context layer, not a diligence process. Executed documents remain the record.
Package the deal once
Then send the same link to every counterparty.