Deal Memo Builder
From Analysis to Investment Committee, in Minutes
Deal Memo Builder assembles your research, valuation, and diligence output into investment-committee-ready memos and deal briefs. From thesis and risk summary to comparable charts, every section is structured to the standard an IC expects, with each claim carrying its supporting evidence.
Coming Soon Deal Memo Builder is in active development. Join the waitlist to get early access.
Features
Everything you need, nothing you don't.
IC Memo Templates
Start from investment-committee memo and deal-brief formats structured by investment professionals. Each follows the sections an IC expects: thesis, financials, valuation, risks.
AI Drafting
Generate clear memo copy from your research notes and bullet points. The AI writes in institutional language and preserves the analytical reasoning behind each point.
Data Visualization
Turn valuation outputs and financials into clean comparable charts and exhibits that make the case at a glance. No design skills required.
Sourced Evidence
Pull research, valuation, and diligence findings straight into the memo, with each claim carrying the underlying evidence so the IC can trace it back.
Brand Consistency
Upload your firm colors, fonts, and logo once. Deal Memo Builder applies your visual identity consistently across every page.
Flexible Export Formats
Download as PDF for circulation, PPTX for further editing, or export directly to Google Slides for collaborative refinement.
Three Steps to a Decision-Ready Memo
From source data to a structured IC-ready deal memo in under 30 minutes.
Choose Your Template
Select from memo and deal-brief templates structured for investment committees, screening notes, or portfolio reviews.
Pull In Your Analysis
Bring in your research, valuation models, and diligence findings. The AI drafts polished memo copy and suggests supporting exhibits.
Export and Circulate
Review, customize, and export your IC-ready memo in your preferred format. Ready to circulate or present in minutes.
Who Is Deal Memo Builder For?
From a first screening memo to a full investment committee write-up, Deal Memo Builder saves hours and raises quality.
Investment Committee Memos
Assemble a complete IC memo from your research and valuation work. Templates guide you through thesis, financials, valuation, and risk sections in the structure the committee expects.
Rapid Iteration
Update a memo quickly as the model changes or new diligence comes in. Regenerate sections in seconds instead of spending hours rebuilding documents.
Deal Briefs and Screening Notes
Produce concise deal briefs for different audiences, from a quick screening note to a full committee memo, emphasizing the points each reader cares about.
Be the First to Know
Join the waitlist for early access to Deal Memo Builder. Waitlist members get priority access and the opportunity to shape the product.
No spam. We will only email you when Deal Memo Builder is ready.
Frequently Asked Questions
When will Deal Memo Builder launch? +
Will Deal Memo Builder work with my existing brand assets? +
What export formats will be supported? +
Can I edit the AI-generated content? +
How is Deal Memo Builder different from Canva or Google Slides? +
Don't Miss the Launch
Deal Memo Builder is coming soon. Join the waitlist to be among the first to build sourced, decision-ready deal memos with AI.