Investment Committee Memo

Background

Investment Committee memos are among the most critical documents in the deal evaluation process. They provide a clear, data-backed narrative that informs decisions, capital allocation, and partner alignment.

Typically, these memos bring together insights from multiple sources: pitch decks, due diligence notes, financial models, market research, and internal analysis. But creating them manually is slow, repetitive, and prone to inconsistencies - especially when different teams contribute.

Autoreport was built to transform this process - helping teams generate structured, consistent, and insight-rich IC memos in a fraction of the time.

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Challenge

An investment team at a mid-sized fund was preparing for a busy quarter of deal evaluations. They needed to produce multiple memos for upcoming IC reviews, each requiring:

• A clear executive summary
• A breakdown of the investment thesis
• Risk considerations and upside scenarios
• Valuation assumptions supported by data
• Sourcing citations from models and research

Their existing process was:

• Time-consuming - pulling inputs from decks, spreadsheets, and notes
• Manual - formatting every memo from scratch
• Fragmented - different contributors used different styles and structures
• High-stakes - requiring accuracy, traceability, and consistency

They needed a system that could reduce turnaround time without compromising clarity or compliance.

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Solution

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Sample Report

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Autoreport delivered an end-to-end, AI-powered solution to create fully customizable and reference-backed IC memos.

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1. Custom Memo Templates

The team began by building a reusable memo template with Autoreport's AI guidance. Sections included:

• “Executive Summary”
• “Investment Thesis”
• “Financial Snapshot & Valuation”
• “Key Risks & Mitigants”
• “Market Outlook”

The structure was aligned with internal IC standards. The team could tweak, add, or remove any section as needed - and reuse the template for all future deals.

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2. Centralized Source Integration

All supporting materials - pitch decks, Excel models, research reports, and internal notes - were uploaded to Autoreport’s Source Vault. They also connected live APIs and deal-tracking tools for dynamic inputs.

This ensured a single source of truth for every memo.

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3. Instant Memo Drafting

Autoreport automatically generated the full draft memo:

• Structured it based on the saved template
• Pulled quantitative and qualitative insights directly from source files
• Framed the memo in a tone consistent with the fund’s internal guidelines

4. Full User Control

The team could make changes at any stage:

• Source Tab: Replace or add materials and regenerate content
• Outline Tab: Refine, remove, or rephrase specific sections
• Tracing Tab: Verify the origin of every insight or data point
• Settings Tab: Adjust tone, language, or formatting rules

5. Professional Output

Once approved, the memo was exported in polished DOCX and PDF formats - ready for IC review or board distribution.

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Results

• Memo creation time reduced by 70%
• Greater consistency across submissions
• Real-time traceability for figures and claims
• Freed up senior team members to focus on analysis and strategy

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Conclusion

Autoreport helped the investment team streamline a traditionally slow and manual workflow into a fast, structured, and auditable process. With better alignment across teams and clearer narratives for every deal, IC memos became easier to produce - and harder to get wrong.

With Autoreport, investment workflows don’t just move faster - they move smarter.