How to build an Investment Memo Generator
The Investment Memo Generator consolidates pitch decks, financials, meeting notes, and research into a polished, structured memo in minutes. It helps investment teams cut turnaround time and keep memos consistent and accurate across the board.
Challenge
Drafting investment memos is one of the most time-consuming tasks for analysts. It involves gathering information from multiple sources, manually summarizing business, financial, and competitive data, and ensuring everything is accurate. The process can take hours or days, delaying decisions and distracting teams from strategic work.
Industry
Finance
Department
Finance
Integrations
Anthropic
SharePoint
OpenAI
Common pain points
Information scattered across decks, spreadsheets, and meeting notes
Manual copy-pasting between documents and templates
Inconsistent formatting and missing key sections
Risk of outdated or inaccurate data in final memos
The solution
An end-to-end AI-powered workflow that:
Ingests pitch decks, financial statements, meeting notes, and URLs
Extracts business and market insights using AI agents
Cross-references with internal Knowledge Base (e.g., SharePoint, Dropbox, Drive)
Generates a complete memo with Executive Summary, Business Overview, Competitive Landscape, and Financial Overview
Formats output for easy sharing with stakeholders via advanced form interface
Outcomes
Reduce memo research and drafting time by up to 80%
Ensure consistent structure and data accuracy across all memos
Free analysts to focus on high-value strategic analysis
Speed up investment committee decision-making
Step-by-step build
1. Company Name
What it does: Captures the name of the target company for the memo.
Goal: Define the primary entity for all subsequent research and analysis.
Optional: Pre-fill from CRM or pipeline tool.
2. Web & LinkedIn Search
What it does: Scrapes top web and LinkedIn results for company information.
Goal: Gather public data for the Business Overview section.
Optional: Adjust search result count for depth.
3. File Inputs – Financials & Presentations
What it does: Uploads financial reports, pitch decks, and management presentations.
Goal: Provide raw data for financial and operational analysis.
Optional: Allow multiple file formats (.pdf, .xlsx, .pptx).
4. Knowledge Base Query
What it does: Searches internal documents like meeting notes, prior memos, and due diligence reports.
Goal: Incorporate internal insights and context into the memo.
Optional: Connect multiple repositories (SharePoint, Dropbox, Drive).
5. AI Agent – Business Overview
What it does: Drafts the business overview by combining public and internal data.
Goal: Create a concise, factual description of the company.
Optional: Enforce word count or tone guidelines.
6. AI Agent – Competitive Landscape
What it does: Identifies and summarizes competitors and market position.
Goal: Deliver a clear view of the company’s competitive context.
Optional: Pull competitor data from market intelligence tools.
7. AI Agent – Financial Overview
What it does: Summarizes key financial metrics and trends.
Goal: Provide decision-makers with a clear financial picture.
Optional: Include charts or ratio analysis.
8. AI Agent – Executive Summary
What it does: Synthesizes previous sections into a concise top-level summary.
Goal: Give stakeholders a quick, high-value overview.
Optional: Customize for internal vs. external distribution.
9. Final Memo Export
What it does: Combines all sections into a single formatted document.
Goal: Produce a ready-to-share investment memo.
Optional: Export as advanced form, PDF, or DOCX.
