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1

How can I edit a Deal Memo?

I would like to update a deal memo I already submitted. How can I edit it?
1 See in Base
0
Currently, there is no direct way to edit a submitted Deal Memo. You can either delete and recreate it or close and "Re-open" it, which allows you to choose a new investment type while keeping any ratings and answered questions. If these options don't work, a one-time manual database edit can be performed.

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