How to Build an Investment Memo Generator
Apr 29, 2025
Kevin Bartley
Customer Success at Stack AI
How to Build an Investment Memo Generator
For financial analysts, researching companies for investment opportunities is a time-consuming and cumbersome process.
Financial analysts spend hours gathering documents, searching for information, and writing research memos.
But with Stack AI, financial analysts can create AI agents to write investment memos for them. This automates investment memo generation, and allows financial analysts to focus on more high-value tasks.
In the following blog, we’ll show you how to build an investment memo generator using Stack AI, and how the AI agent benefits financial analysts.
Investment Memos: Critical, but Time-Consuming
Writing an investment memo is a critical step in the venture capital or private equity decision-making process. It begins with deep due diligence, where the investment team gathers insights on the company’s product, market, financials, team, and competitive landscape.
This research forms the foundation of the memo, which typically includes sections such as an executive summary, company overview, market opportunity, product analysis, business model, financials, and identified risks.
The memo highlights both the upsides and the downsides of the investment.
The goal is to create a structured, comprehensive document that clearly articulates the rationale behind a potential investment.
However, producing an investment memo is a time-intensive process. Analysts must collect documents, search for pertinent data across thousands of pages, analyze investment prospects, and write a full memo summarizing the findings.
This takes financial analysts away from other high-value tasks. But with the power of an AI agent, financial analysts can now reduce the process of writing an investment memo from hours to minutes.
In the following sections, we’ll showcase an AI agent one of our customers created to automatically write investment memos.
AI Agent Overview: Investment Memo Generator
This AI agent allows financial analysts to automatically generate investment memos using a simple UI.
The agent leverages a number of data sources, including user-provided documents, web searches, a knowledge base, and more. This data is fed into 4 LLMs, which automatically produce the memo.
See a full rundown of the agent below.
AI Agent Overview
Industry | Finance |
Department | Investment Research Department |
Persona | Investment Analyst |
Problem | Investment memos take a long time to produce. Analysts must manually sift through documents and perform analysis. |
Solution | The Investment Memo Generator automatically writes investment memos for analysts. The agent leverages web and document sources, and uses multiple LLMs to write different sections of the report. |
User Interface | Form |
LLM | Anthropic - Claude 3.5 Sonnet. 4 instances of Claude are used in a workflow — each has its own unique prompt. |
Data Sources | Knowledge Base, web search, LinkedIn, document upload (financials), document upload (pre-diligence) |
Actions | Searches the web and user documents. LLMs produce an investment memo based on the data. |
Time to Launch | Medium |
Benefits |
|
Agent Workflow
Next, we’ll show you how to build this investment memo generator in Stack AI.
How to Launch the Investment Memo AI Agent
Here’s how to build the investment memo AI agent. First, make sure to sign up for a free Stack AI account.
Navigate to the account dashboard. Click ‘New Project’.
Click the ‘Workflow Builder’ option.
From here, choose the Investment Memo Agent template.
This will launch a pre-built agent workflow for the investment memo generator. Let’s take a look at the different components.
Users enter the name of the company that’s being researched in the input box.
These are the various data sources that feed into the LLMs. They include:
Knowledge base
Web search
Financials
Pre-diligence
LinkedIn
This data is fed into 4 LLMs. Each LLM is an instance of Anthropic - Claude 3.5 Sonnet, and covers a different part of the memo:
AI Agent for Business Overview
AI Agent for Competitive Landscape
AI Agent for Financial Overview
AI Agent for Executive Summary
The output node combines the Business Overview, the Competitive Landscape, the Financial Overview, and the Executive Summary into a single financial memo.
Go to the Export tab.
Give a name and description to the agent.
Save the interface. Launch the web app from this link.
Now you can use the AI agent with a simple user-friendly UI.
Share the AI agent with your team for their own research purposes.
Stack AI: Launch Investment Memo AI Agent Instantly
Financial analysts spend too much time writing investment memos, sifting through information and performing rote tasks. With an AI agent, financial analysts can automate this process instead of wasting countless hours.
Stack AI allows you to launch a full AI agent with a pre-built template. Sign up for Stack AI today to launch the investment memo AI agent right now.
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