Use cases

AI Investment Memo and IC Memo Generator

An investment memo generator turns a pitch deck or data room into the memo an investment committee reads: the thesis, what you are buying, valuation and returns (IRR, MOIC), the key risks and how to mitigate them, the conditions for proceeding and a clear recommendation of proceed, proceed with conditions, or pass.

What you get

• Thesis, valuation, returns and downside written from the documents, not a template.
• A walk-away price and the conditions that would change the answer.
• Sponsor projections treated as claims to test, with every unsupported figure flagged.
• IC decision pack and one-pager produced from the same analysis.

How it works

1. Drop a deck, data room, model or forwarded email. No forms.
2. Get a verdict with reasons in about a minute: proceed, proceed with conditions, or pass.
3. Download the package: one-pager, term sheet, investment memo, IC pack, deal timeline and a live Excel model, with every headline figure sourced or labeled.

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