The AI-generated pro-forma is a starting point, not a finished model. You'll almost always have a perspective on certain assumptions (rent growth, exit cap, debt rate) that's better than the default. Editing is meant to be fast.
How to edit a cell
- Click into the Financial section.
- Flip on Edit Mode (top-right of the workspace).
- Click any cell to edit it.
- Type the new value. The model recomputes downstream cells live.
- The save bar at the bottom tracks pending edits.
- Click Save when you're ready to commit.
See Edit mode and the save bar for the full editing semantics.
What's editable
Almost everything:
- Income line items — GPR, Other Income, Vacancy %.
- Operating expense lines — taxes, insurance, utilities, R&M, payroll, marketing, mgmt fee.
- Capital items — capex, TI, LC, one-time inflows.
- Debt terms — interest rate, LTV, IO period, amortization, multiple tranches.
- Top-level assumptions — rent growth, expense growth, vacancy assumption, exit cap rate, hold period.
A few things are not editable directly because they're derived:
- EGI — derived from GPR and Vacancy.
- NOI — derived from EGI and OpEx.
- NCF — derived from NOI, Capital Items, and Debt Service.
Edit the inputs to those, not the outputs.
Per-year vs assumption edits
There are two ways to change a value:
- Edit a specific year's cell. Click Year 4's R&M line, type a new value. Only Year 4 changes.
- Edit the assumption that drives the line. Edit the R&M growth rate. Every year's R&M recomputes.
The second is what you usually want. Per-year overrides are useful for known one-time events (a planned capex in Year 3, a known tax appeal landing in Year 2).
Assumption rationales
When you click an assumption cell, the side panel shows the rationale for the AI-generated default. Example:
Year-1 rent growth: 3.0% Rationale: submarket median rent growth past 24 months (3.2%), discounted slightly for incoming supply pipeline (8% increase to inventory over 18 mo).
This is the kind of context you usually want when deciding whether to override. The rationale comes from the agent's chain-of-thought and is preserved across re-generations.
Override badges
Once you've overridden a value, the cell shows an Override badge. The original AI-generated value is preserved in version history and can be reverted.
Bulk edits
For now, edits are per-cell. You can change "every year's expense growth from 3% to 2.5%" by editing the expense-growth assumption (which propagates to every year). True multi-cell selection-and-paste is on the roadmap.
If you need to do dozens of edits at once, export to Excel, edit there, and push back — the round-trip preserves your edits.