The IC memo, drafted while you're still reading the deck.

The memo is where investment discipline lives or dies, and it's the first thing that slips when deal flow spikes. Sam drafts an audit-ready memo for every deal from the full record, in your firm's structure and voice, in about 60 seconds.

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Grounded in the whole record, not just the deck

Sam's memos draw on everything attached to the deal:

• The deck, including image-only PDFs and DocSend rooms (OCR runs automatically)
• Financial models, cap tables and KPI sheets (XLSX read natively)
• Your team's own email threads and meeting transcripts, synced per user from Gmail, Outlook, Granola, Fireflies and Fathom
• Prior memos, votes and notes, so version 3 knows what changed since version 1

Fact-checked, not just fluent

External claims in the deck (market size, growth rates, competitor stats) are classified as supported, unverifiable or contradicted, with live research behind each call. Concerns raised in calls or emails surface in the risk analysis with provenance, like 'raised in a call on Jun 24'. Where first-hand evidence contradicts the deck, Sam says so instead of averaging it away.

Your structure, your voice, your record

Memo structure is customizable per firm, sections are editable before export, versions are kept side by side, and IC votes are recorded against the memo they were cast on. Export to PDF for the meeting; the decision stays queryable forever in IC History.

Consistency is the point

Every memo is produced through the same weighted, thesis-tied framework, so two analysts produce comparable documents and deal #100 is judged by the same standard as deal #1. That comparability across deals and vintages is what turns memos from paperwork into institutional memory.

Common questions

Can I edit the memo before the IC sees it?

Yes. Every section is editable inline, changes save as part of the memo version, and you can re-run generation after adding documents to get a fresh version while keeping the old one.

What does 'audit-ready' actually mean?

Every memo version is preserved, every vote is recorded against a specific version, every action on the deal is time-stamped, and claims are fact-checked with the verdict stored. If anyone ever asks how a decision was made, the complete answer is on record.

Does Sam write in our firm's format?

Yes. The memo structure and prompts are customizable in Settings, and Sam writes against your firm's thesis, sectors and terminology rather than a generic template.

What if the deck is image-only or lives in DocSend?

Sam captures DocSend rooms slide by slide and OCRs image-only decks automatically. If a deck genuinely can't be read, you get a clear error rather than a memo built on nothing.

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