Creating Investment memos in minutes with AI!
Most investment memos don’t fail because the thinking is wrong...
...they fail because every deal reaches IC with a different level of rigor, structure, and context.
Some are deeply researched. Others are rushed.
The result is time spent debating the memo instead of the investment.
This Agentic AI workflow was built to fix that.
It starts with three inputs only: the company name, available financials, and any pre-diligence material already in hand.
From there, it automatically pulls external market context, reviews how the company presents itself publicly...
...and searches internal IC notes, prior memos, and comparable deals to anchor the analysis in institutional memory.
The memo is written sequentially by four AI agents.
1) Business overview first.
2) Competitive positioning next.
3) Financial analysis after.
4) Executive summary last.
The output is a familiar IC-ready memo, but with consistent structure and depth across every deal, making comparison easier and discussion more focused.
Judgment stays human (we still want a review before it goes to print). Preparation of the memo becomes reliable.
If IC conversations are drifting toward reconciling memos instead of debating decisions, this Agentic AI workflow helps reset the baseline.
Set an appointment with us for a free diagnostic.
Check if your business can benefit from deploying AI workflows.


