How to build an IC Memos Knowledge Base

TL;DR

• Centralizes internal investment committee (IC) memos and related docs into one AI‑powered hub. 

• Enables QA with citations, surfaces comparable deals, deltas, and risks across memos. 

• Speeds pre‑IC prep and drives decision consistency across teams. 

• Eliminates long file‑hunting and outdated info. 

• Built via Workflow Builder quickly. 

Common Pain Points of Handling IC Memos

• IC memos scattered in PDFs, emails, and folders. 

• Search returns files—not answers or context. 

• Version drift and inconsistent decision rationale. 

• Difficult to find comparable deals or changes. 

• Prep time is high and error‑prone.

What the Agent Delivers

• QA over memos with direct citations (title + page). 

• Reveals comparable deals, rationale, and flagged risks. 

• Highlights key differences vs prior memos. 

• Answers in concise sentences; no hallucinations. 

• Ready via Workflow Builder.

Step-by-Step Build (StackAI Nodes)

1. User Question (Input Node)

• Purpose: User enters their investment committee (IC) question.

• Node: User Question

2. Files Upload (Files Node)

• Purpose: User uploads IC memos and documents. The node extracts and processes the text for use in the workflow.

• Node: Files

3. IC Knowledge Assistant (LLM Node)

• Purpose: Uses OpenAI (gpt-4o-mini) to answer the user’s question, strictly using only the uploaded memos/documents.

• Prompt & Instructions:

  
  

  • Answer in 2–5 clear and concise sentences.

  • Always include direct citations (memo title + section/page).

  • List comparable deals (if relevant) with rationales.

  • Note key differences vs. prior memos on the same company.

  • Highlight risks or red flags from the memos.

  • If information is missing, reply “Unknown” and suggest what could be checked.

  • Never invent data; if conflicting, prefer the most recent memo.

4. Output (Output Node)

• Purpose: Displays the final answer to the user, including citations and all required elements.

Node Flow Diagram

[User Question] ──┐
                  │
                  ▼
               [IC Knowledge Assistant] ──► [Output]
                  ▲
                  │
         [Files Upload]

How it Works

• The user enters a question and uploads relevant IC memos/documents.

• The assistant only uses the uploaded documents to answer, following the strict structure and citation rules.

• The answer is displayed with all required elements and no invented data.