Investment committee memo

-70% time on the first draft

An investment committee memo runs to 15 to 40 pages and draws on the information memorandum, advisers' reports, the financial model, market research and minutes of meetings with management. Preparing it takes 20 to 40 analyst hours per deal, 60 to 70% of them spent gathering and structuring material before the first line is written. For a fund working on several deals in parallel, that assembly becomes the limiting factor on the pace of investment.

The automated workflow

A structured process for fast, reliable results.

Gathering the deal sources

The available material is brought together: memorandum, advisers' reports, financial model, meeting notes, comparables and due diligence work already produced.

Reconciling the figures

Data is compared across sources and discrepancies are flagged explicitly, for example between the memorandum's projections and historical accounts.

Drafting section by section

Each section is generated in your house memo format, citing the source document for every point made.

Preparing the meeting

A list of the questions the committee will ask, drawn from your past memos and investment criteria, so answers can be prepared in advance.

Tangible results

-70%

Time to prepare the first draft

20 h

Saved per deal on gathering and structuring

Data points cited in support of each risk

Up and running in 4 to 6 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Investment committee memo

The template follows your house model section by section, in the same order and with the same headings. Committee members keep their landmarks and can compare deals with one another.

The team. The system produces a documented, sourced first draft. The thesis, the assessment of management and the recommendation belong to the partners, who spend a few hours reviewing where assembly used to take several days.

The grid requires every risk section to be addressed and every statement to be backed by a cited source. Discrepancies between documents are flagged explicitly rather than smoothed over in the drafting.

Your previous memos serve as a reference for style and structure, and deals in the same sector provide internal comparables that the author can find immediately.

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-70% time on the first read

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