Solution
For private equity, credit and corporate development teams — analysts, deal leads and IC chairs: first-draft memos and IC packs generated from the deal file, every figure cited, every section human-approved.
The problem
Days go to re-keying figures from financial statements into memo tables and assembling exhibits — the judgment gets whatever time is left.
The memo cites one term sheet, the exhibits another. Committee members find the discrepancy before the deal team does.
A committee question sends an analyst hunting through the data room. The answer should be one click on the figure itself.
The product, not a promise
How it works
Load the deal file — financials, term sheets, market studies, diligence reports — in any format.
Pull the figures, terms and findings each memo section needs, with source pages attached.
Generate the memo in your house template, section by section, every claim cited.
The deal team edits, challenges and approves each section; unsupported statements are flagged.
Compile the approved memo, exhibits and appendices into the final IC pack.
Who it's for
Analyst / associate
Deal lead
CIO / IC chair
The investment memo is where a deal team’s work becomes a decision — and where the hours go. Analysts spend days re-keying figures from financial statements into memo tables, chasing the latest term sheet version, and assembling exhibits, leaving less time for the part that actually matters: the judgment. And when a committee member asks “where does this number come from?”, the answer is too often a search through the data room.
Botminds generates the first draft. It reads the deal file — financial statements, term sheets, market studies, diligence reports, cap tables — and produces a memo in your house format: transaction overview, financial summary, risk factors, terms. Every figure and every factual claim carries a citation to the exact source page. What the platform cannot support from the documents, it leaves flagged rather than invented.
The memo that goes to committee is the deal team’s, not the machine’s. Analysts work through the draft section by section: correcting, sharpening the thesis, overriding extracted figures where judgment says otherwise — with each override logged. Nothing reaches the IC pack without human approval, and the pack assembles itself from approved sections, current exhibits and the supporting appendices, so version drift between memo and materials disappears.
Committee materials are audited artifacts. Regulators, LPs and internal review all ask the same question later: what did the committee see, and what was it based on? Because every number in a Botminds-drafted memo is cited to source and every edit and approval is in the audit trail, that question has a one-click answer. The speed is what teams notice first; the traceability is what makes the memo defensible when the deal is old and memories aren’t.
Objections, answered
No. What the documents cannot support is left flagged rather than written. Every factual statement and figure in the draft carries a citation to its source page, so an unsupported sentence is visible immediately.
Yes — the draft is generated section by section in your template: your headings, your tables, your exhibit structure. The pack assembles in the format your committee already reads.
The deal file stays in your governed workspace under your access controls. Every read, draft, edit and approval is logged — the audit trail covers the platform as well as the people.
The first draft needs your memo template and a deal file. From there the team refines section by section; overrides and corrections are logged and carry into how later drafts are built.
Watch it become a cited first-draft memo in your own template — live in the demo.
Request a demo