What this is
A decision puts a question on a deal to your investment committee, credit committee, board or management. Named voters vote, the chair records the outcome, and conditions are tracked to evidence. A memo gives the committee the facts. Decisions, votes and memos are private to your organisation.
In short
- New decision sets the question, chair and voters. Voters click Vote . The chair clicks Record outcome . - Conditions become checklist items and can be sent to the shared room as requests. - New memo on the deal's Decisions tab: SolarQuant drafts the factual sections, your team writes the recommendation.
Who this is for
Investment and credit teams, and developers who take deals to a board.
Steps: set up a decision
1. Click New decision on Pipeline Decisions , or on a deal's Decisions tab. 2. Pick the Deal , the Gate (for example Initial approval) and write the Question . 3. Choose Who decides , the Meeting date, the Chair (records the outcome), an optional Presenter (does not vote) and the Voters . The chair votes too. 4. Optionally link a Memo , then click Set up decision . Voters get a notification.
Steps: vote
1. Open the decision and click Vote (or Change vote ). 2. Pick Approve , Approve with conditions , Defer or Decline . A comment is required for every vote except Approve. With conditions, write the condition: the chair sees it. 3. Click Save vote .
Steps: record the outcome (chair)
1. Click Record outcome . 2. Pick Approved , Approved with conditions , Deferred or Declined . Deferred and declined need a note. Approved with conditions needs at least one condition. 3. For each condition set an owner, a due date and the evidence needed. Tick Send to the shared room as a request to ask the other side for the evidence. 4. Click Record outcome . Each condition becomes a checklist item in the stage after the approval.
An approval freezes the key numbers. If they later move past your thresholds (set under Approval warnings ), the decision shows Terms changed since approval . Use Take back to committee to set up a new decision on the same gate.
Conditions
Conditions go from Open to Evidence received, then Accept (accepted) or Ask for more . A condition can be waived but not deleted. Use Send to shared room to send one later.
Withdraw a decision
Open decisions can be withdrawn from the decision's menu with Withdraw decision . Voters are told.
Memos
1. On the deal's Decisions tab, click New memo and pick a template: Investment memo , Credit memo or Final investment decision paper . 2. SolarQuant fills the figures from the deal and drafts the factual sections. Use Draft with SolarQuant on a section, or Draft all factual sections with SolarQuant , then Mark as checked . 3. Your team writes the recommendation and other team sections with Write . SolarQuant does not write recommendations or vote. 4. Click Share with committee (or Share with the board ). Sharing freezes a version and tells the voters. Keep editing and use Share a new version later. Refresh figures updates the numbers; Export PDF and Word download it.