Identity

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

Watch the preview change

Four document stylesPause

1. One-Family Institution
2. Warm Authority
3. The Financial Press
4. The Annual Report

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 seatsInvite your team.

Admin overviewEverything on the Firm pages.