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Generate an investment memo
Amy takes everything you’ve gathered on an opportunity and shapes it into a full investment memo, written in your firm’s structure and tone, ready for you to refine and share with the partnership.

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What you get

  • A complete memo following your firm’s standard sections
  • The company, market, team, and deal terms written up in your house style
  • The investment thesis stated clearly, with the main risks set out alongside
  • A draft you can edit rather than a blank page

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When to use it

  • You’ve done the research and need it written up consistently
  • You want every memo to follow the same structure for the partnership
  • You want to spend your time on judgement, not formatting

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How to activate

Give Amy the company and point her at your research and your preferred memo format.
Copy and send to Amy
Share an example of a past memo with Amy once and she’ll match its structure and tone going forward.
Save your memo template and investment thesis to your context library, and Amy will write every memo in your firm’s format and voice.

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Integrations needed

Web search (built into Amy)

Knowledge base (Google Drive, Dropbox, Box)

CRM (optional)

Call notes (Fireflies, Granola)

Book a free expert session →

Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.