# Memo and model, in agreement

> Investment committee tomorrow and the memo, model and call notes are in three windows.

Source: https://plexiidesk.com/use-cases/memo-and-model-in-agreement
For: VC associate
How it feels: Pressure. What you want instead: Sharp.
Updated: 2026-10-16

## The problem

Inconsistencies between the memo and the model get found in the meeting, by a partner.

## How Plexii handles it

An IC desk with the model as a Spreadsheet, the memo as a Document and call notes; ask Plexii to check the memo’s figures against the model, with sources to verify.

This uses Plexii’s AI, which runs on Plexii credits or your own Anthropic key.

In short: Keep the memo, the model and the call notes on one desk, and ask Plexii where they disagree. Check every point against its source.

## Step-by-step guides

- [Spreadsheet widget](https://plexiidesk.com/help/widget-spreadsheet)
- [Document widget](https://plexiidesk.com/help/widget-document)
- [See what Plexii read: the trace and citations](https://plexiidesk.com/help/plexii-sources-and-trace)

Screenshot: https://plexiidesk.com/usecase-assets/shots/plexii-answer.c83c2b5797.webp (A screenshot of the real app, with sample data.)