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.

10 Memo Sections
6 Scoring Criteria
0–100 AI Deal Score
4 Export Formats
AI Deal Score
SWOT Builder
NDA Gated
AI Deal Score
82
STRONG BUY

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.

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AI Deal Score Interpretation

The Judge score maps directly to an actionable recommendation.

75–100

STRONG BUY
Compelling opportunity across all criteria

60–74

BUY
Solid fundamentals, minor concerns

45–59

HOLD
Mixed signals — needs more diligence

0–44

PASS
Weak thesis or elevated risk

See the Memo Generator
in Action

Sample IC Memo — "Nova Robotics" Series C.

investment-memo — Nova Robotics — AlphaVault AI
Nova Robotics — IC Memo
Series C · Industrial Automation · North America
Draft $40M Deal Size v3
AI Deal Score
82
Memo Completion80%
Executive Summary
✓ Done
Investment Thesis
✓ Done
Market Analysis
✓ Done
Competitive Landscape
✓ Done
Management Team
✓ Done
Financials
✓ Done
SWOT Analysis
✓ Done
Risks & Mitigants
✓ Done
Deal Terms
Empty
IC Recommendation
Empty
Executive Summary
Nova Robotics is a Series C industrial automation company based in North America. The company generates $18M ARR, growing at 62% YoY, with a Total Addressable Market estimated at $14B. We are evaluating a $40M investment at a $220M pre-money valuation, positioning AlphaVault as a lead investor in this round alongside two existing backers…
SWOT Matrix
Strengths
Proprietary vision-guided robotics stack
62% YoY revenue growth
Weaknesses
Customer concentration (top 3 = 48%)
18-month cash runway
Opportunities
EU expansion via new partnerships
Adjacent logistics vertical
Threats
Well-funded incumbent competitors
Hardware supply chain risk
AI Deal Score — Powered by Claude Sonnet 4.6
82
STRONG BUY
Scoring Breakdown — 6 Criteria
Market Opportunity (25%)88
Management Team (20%)80
Financial Health (20%)75
Strategic Fit (15%)84
ESG Alignment (10%)70
Market Timing (10%)90
AI Market Research
$14B
TAM
$3.2B
SAM
$420M
SOM
24%
Market CAGR
Investment Memo AI Assistant
Claude Sonnet 4.6 · Full Memo Context
Based on the current draft, the Deal Terms and IC Recommendation sections are still empty (80% overall completion). The AI Deal Score of 82 (STRONG BUY) is driven primarily by strong market timing (90) and market opportunity (88) — the main watch-item is ESG Alignment (70) and customer concentration flagged in the SWOT.
Summarize this deal What are the key risks? Improve the executive summary Explain the AI deal score
Export & Share
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PowerPoint
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Secure Link
Deal Room

6 industry templates — M&A, Growth Equity, LBO, VC, Real Estate, Private Credit

One Editor,
Every Strategy

Purpose-built templates for how your fund actually invests.

Standard IC Memo

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

Growth Equity

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

Leveraged Buyout

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

Venture Capital

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

Real Estate

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

Private Credit

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

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 AlphaVault AI to draft, score and share Investment Committee memos with a Claude Sonnet 4.6 assistant that never invents data.

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