Workflow
Investment Research Memo
Structure investment theses, financial analysis, and risk assessment into audit-ready memos with full source provenance.
Equity researchPrivate equity diligenceCredit analysisPortfolio review
Impact report
Running✓Context
✓Competition
03Analyst reviewYou approve
04Assemble
Evidence
Revenue grew 18% YoY
10-Qp.4
New EU data region
PressMar 3
Margin pressure flagged
NoteInternal
Pipeline
Workflow structure
- 01Investment thesis
- 02Business overview
- 03Financial analysis
- 04Valuation
- 05Catalysts
- 06Risks
- 07Recommendation
Time saved
8-16 hours per memo
Typical inputs
10-K/10-Q filingsEarnings callsExpert networksIndustry dataManagement meetings
Outputs
Investment memoFinancial model inputsRisk registerSource compliance package
Workflow FAQ
Is this suitable for regulated research?+
Yes. Financial services teams use evidence trails and audit exports for compliance workflows.
Can we enforce our house memo format?+
Create firm-specific templates with required sections and minimum source thresholds.