Agent·Acquisitions
IC Memo Writer
The IC Memo Writer drafts an investment committee memo using only what's actually in your diligence binder, with every claim cited back to the source doc. You spend the time arguing the deal, not writing the memo.
What it does
- Auto-drafts standard IC memo sections
- Every assertion cited to a source document
- Customizable to your firm's memo template
- Updates incrementally as new docs arrive
When you'd use it
First-draft IC memo
Run after diligence is 80% complete to get a first draft you can edit instead of write.
Committee Q&A prep
Use citations to instantly answer 'where did that number come from' on the call.
Reads
- • Diligence binder
- • Underwriting model
- • Comp set
Produces
- • IC memo draft
- • Citation list
- • Risk register
Related
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