Talos Guides
Reports and Exports
Generate investor memo packages and supporting CSV appendices.
Purpose
Reports package analysis, scenarios, source notes, diligence items, and limitations into a shareable file.
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When to use it
A deal is ready to discuss.
You need a defensible memo.
You want CSV appendices for spreadsheet review.
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Inputs needed
Modeled deal basics
Saved scenarios
Decision notes
Report-ready assumptions
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How to read the output
Read trust labels before sharing.
Review unavailable sections.
Confirm assumptions and limitations match the intended audience.
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Common mistakes
Sending provisional output as final.
Removing limitations.
Sharing reports before assumptions are supportable.
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Next steps
Decision notes
Scenario workspace
Portfolio review
Professional note
Reports are informational analysis packages and are not investment recommendations.