---
title: Identity
url: https://docs.creagents.com/firm/identity/
description: Set it once, and every deliverable your firm's AI writes comes out in your firm's name and type.
---

# Identity

Set it once, and every deliverable your firm's AI writes comes out in your firm's name and type.

![The Identity page: Firm name, Logo with a logo found from the firm's website, Document style choices, and a live preview of a sample investment committee memo.](https://docs.creagents.com/media/firm/identity.webp)

*Identity. The preview on the right is a sample memo page in the style you pick.*

## Watch the preview change

**Animation: Four document styles.** Pick a document style and the sample memo changes to match.

1. One-Family Institution ![Step 1](https://docs.creagents.com/media/firm/identity-style-01.webp)
2. Warm Authority ![Step 2](https://docs.creagents.com/media/firm/identity-style-02.webp)
3. The Financial Press ![Step 3](https://docs.creagents.com/media/firm/identity-style-03.webp)
4. The Annual Report ![Step 4](https://docs.creagents.com/media/firm/identity-style-04.webp)

## What you set

**Firm name.** How your firm appears on deliverables.

**Logo.** The portal looks up logos from your firm's web domain. Pick one, or paste a full `https://` link to your logo image.

**Document style.** The typographic voice of the memos, models and reports your AI produces.

| Style | Feels like |
|---|---|
| One-Family Institution | Precise and software-native. The CRE Agents default. |
| Warm Authority | A warm display serif over a quiet sans. Credible the way a good letter is. |
| The Financial Press | Ledger and broadsheet letterforms. The most institutional of the set. |
| The Annual Report | Bold headlines over a serif you read. Long memos feel authored. |
| The Contrarian | One big display serif, everything else quiet. The boldest. |
| No style | No type instruction. Your AI uses its own judgment, so output varies. |

Picking a style only changes the preview. Click **Save identity** to keep it. Your AI uses it from the next deliverable.

## Next steps

- [Team and seats](https://docs.creagents.com/firm/team.md): Invite your team.
- [Admin overview](https://docs.creagents.com/firm.md): Everything on the Firm pages.