AI AI-Powered · Pre-IC Tool

Investment Memo Generator

Generate professional IC memos in minutes. Upload CIM & pitch decks, let AI extract financials, research the market, score the deal, and export a board-ready memo.

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Quick Start

Start from a deal in your CRM pipeline or upload documents directly for AI extraction.

AI AI Capabilities
Document Ingestion
PDF, XLSX, PPTX extraction
Market Sizing
TAM / SAM / SOM analysis
Competitive Intelligence
5 competitors auto-identified
AI Deal Scoring
6 criteria weighted score
1 Upload Documents Optional

Upload CIM, pitch deck, financial model or IM. Our AI will extract financials, team info, market data and pre-fill the memo automatically.

Drag & drop files here
PDF, XLSX, PPTX, DOCX — Max 20MB each
2 Company Information
How It Works
1
Upload Documents
CIM, pitch deck, financials, IM
2
AI Extracts Data
Financials, team, market, risks
3
Generate Sections
10 IC sections via Gemini AI
4
Review & Score
6-criteria AI deal scoring
5
Export & Share
PDF, Word, secure IC link
Cross-Platform Links

Once created, this memo will automatically link to:

CRM Deal Pipeline
Deal Room VDR
M&A Comparable Transactions
AlphaVault Drive
Company Name
Draft — · — · —
— AI Score
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Memo Library

IC Memo Templates

Choose a template tailored to your investment strategy. All templates include 10 professional IC sections with AI generation.

Settings

Appearance
Firm Information
Memo Defaults
AI AI Deal Score — 6 Criteria
AI Research Layer
Loading market data…
Share Investment Memo
Archive to Deal Room

Select the Deal Room VDR where this memo should be archived. It will appear in the Documents section automatically.

The memo will be saved as a document in the Deal Room with a link back to the live memo editor.
Comparable Transactions
Version History
Edit Team Member
Quick Settings