Cut Investment Memo Prep Time 70% for a PE & Credit GP
A fast-growing general partner with private equity and credit arms, 51 to 250 employees, running a high volume of deals across disconnected systems.
What they were dealing with
The deal team operated through disconnected systems: a CRM, Excel trackers, and email attachments. Before any real evaluation could begin, analysts manually rebuilt the full picture of each deal from scratch, pulling from CIMs, financial models, prior memos, and outside research.
Cursory use of off-the-shelf AI on individual documents helped summarize at the margins, but it could not do the work that actually mattered: first-pass analysis across all the inputs at once. Every deal started from a blank page, and the quality of the screen depended on how much time an analyst had that week.
With deal volume climbing across both the PE and credit books, the manual rebuild step had become the bottleneck that capped how many opportunities the team could seriously evaluate.
The solution
A deal screening and memo generation engine that ingests every deal input at once: CIMs, models, memos, and research, instead of one document at a time
Automated extraction and validation of deal characteristics against the firm's own underwriting rules, so inconsistencies surface before they reach committee
A queryable structured database where every screened deal becomes searchable institutional memory
Memo drafting across the full lifecycle, from pre-screening through investment committee, starting analysts from a structured draft instead of a blank page
A phased rollout: CIM ingestion and pre-screening first, then the expanded memo lifecycle and validation layers, then workflow routing with full audit trails
Human review kept in the loop at every stage, so the engine accelerates judgment without replacing it
The impact
70%
Reduction in investment memo prep time across the deal lifecycle
3x
Fewer data inconsistencies across underwriting
< 4 wks
From kickoff to first working pre-screening pass
All inputs
CIMs, models, memos, and research analyzed together, not one at a time
Want results like these?
Let's talk about what we can build for your team.