Investment Memos,
Written by AI

Upload your deal documents, let Claude Sonnet 4.6 extract the data, draft every section, score the opportunity, and export a boardroom-ready IC memo in minutes.

.DOCX
memo.json export.js

Document Generation

Investment memos, CIMs & term sheets — generated and exported in seconds.

Modules

From Raw Documents
to Boardroom-Ready Memo

Every step of the IC memo workflow — automated, structured and AI-assisted.

Document Ingestion

Drop PDFs, Excel, PowerPoint or Word decks — Claude Sonnet 4.6 extracts financials, team, market sizing and risks automatically.

10-Section Editor

Executive Summary, Thesis, Market, Competition, Team, Financials, SWOT, Risks, Deal Terms and Recommendation — with autosave and version history.

AI Section Generation

Generate any section from scratch with extended thinking mode — grounded in your uploaded documents, never invented.

AI Market Research

Run AI research for market sizing, growth drivers, market timing score and top geographies — one click, fully sourced.

Competitive Intelligence

Automatic competitor mapping, moat assessment, barrier-to-entry and market positioning analysis.

Regulatory Risk Analysis

AI-identified regulatory, data privacy and antitrust risks with mitigants — tailored to sector and geography.

AI Deal Scoring

Market, Management, Financials, ESG, Strategic Fit and Timing — weighted, scored 0–100, with a clear STRONG BUY to PASS verdict.

SWOT Builder

Interactive Strengths/Weaknesses/Opportunities/Threats matrix — populate manually or auto-generate with one click.

Secure Sharing & Export

Export to PDF, Word, PowerPoint or JSON. Share via expiring links with optional NDA gating, or archive directly into a Deal Room.

Scroll for more
Every Strategy

One Editor,
Every Strategy

Purpose-built templates for how your fund actually invests.

By Template

Standard IC Memo

Complete 10-section template for any Investment Committee — the default for PE and VC deals.

10 Sections · Universal
Summary → thesis → market → financials → recommendation
Works for any deal type
Full AI section generation
Deal scoring built-in

Growth Equity

Optimized for Series B+ growth rounds — emphasis on unit economics and scaling metrics.

Series B+ Focus
Unit economics → scaling metrics → cohort analysis
Cohort & retention analysis section
CAC/LTV auto-extraction
Scaling risk assessment

Leveraged Buyout

LBO-specific structure with debt schedule, waterfall modeling and IRR/MOIC targets.

LBO Structure
Debt schedule → waterfall → IRR/MOIC targets
Debt paydown schedule section
Sensitivity analysis on leverage
Exit multiple scenarios

Venture Capital

Early-stage focus — founder assessment, product-market fit and go-to-market thesis.

Early-Stage Structure
Founder assessment → PMF → GTM thesis
Founder background scoring
Product-market fit signals
TAM/SAM/SOM auto-research

Real Estate

Cap rate, NOI, IRR and debt structure sections tailored for real asset transactions.

Real Asset Structure
Cap rate → NOI → IRR → debt structure
Property-level financial modeling
Cap rate benchmarking
Debt structure sensitivity

Private Credit

Covenants, LTV, DSCR and shadow rating analysis for debt and credit investments.

Credit Structure
Covenants → LTV → DSCR → shadow rating
Covenant compliance tracking
Automated shadow rating estimate
DSCR sensitivity scenarios
Why It Matters
From Data Room to IC, in 3 Steps.

What used to take an analyst two weeks now takes an afternoon.

01

Upload & Extract

Drop your data room documents. Claude Sonnet 4.6 extracts financials, team, market sizing and risks via NLP.

02

Draft & Research

Generate each section with AI, run market/competitive/regulatory research, and build the SWOT matrix.

03

Score & Share

Get the AI Deal Score, export to PDF/Word/PowerPoint, and share securely with NDA-gated links or your Deal Room.

Stop writing memos
from a blank page.

Join investment teams using Mextyl to draft, score and share Investment Committee memos with a Claude Sonnet 4.6 assistant that never invents data.

Alphy
AI Sales Assistant
Welcome to Mextyl! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how Mextyl can help your investment firm centralize data, deal flow and AI agents?
By sending a message, you acknowledge you have read and consent to our Privacy Policy. You agree this chat may be monitored, recorded, used for analytics and other business services as described in our Privacy Policy.
Mextyl Mextyl

Privacy Preference Center

When you visit our website, it may store or retrieve information in your browser, mostly in the form of cookies. This information may be about you, your preferences or your device and is used to make the site work as expected. It does not usually identify you directly, but it helps us provide a more relevant experience. You can choose not to allow certain types of cookies below. Blocking some categories may impact the site's functionality.

Manage Consent Preferences

Performance Cookies
These cookies allow us to measure traffic and analyze how visitors use our site, so we can improve performance and user experience over time.
Functional Cookies
These cookies enable enhanced functionality, such as remembering your preferences (theme, language) and providing a more personalized experience.
Strictly Necessary Cookies
Always Active
These cookies are essential for the website to function properly, including authentication and security, and cannot be disabled.
Targeting Cookies
These cookies may be used to build a profile of your interests and show you relevant content on other sites.
Read our Privacy Policy for more information.
Suggested