The AI Investment-Committee Memo
The prompt PMs and corp-dev teams paste to turn finished analysis into a decision-ready first-draft IC memo — and a matching deck outline. Model-agnostic (Claude, ChatGPT, Copilot, Gemini).
For: PMs · Corp-dev · Strategy · PE / VCTo draft an investment-committee memo with AI, paste your finished notes and ask the model to structure — not invent — the argument. A working prompt turns the notes into a one-page memo with fixed sections: thesis in two sentences, what has to be true, key risks and mitigants, valuation range and catalysts, and a recommendation with position size. It then produces a five-slide deck outline covering the same. The instructions that matter are “every claim tied to a number in my notes” and a senior, decisive tone with no hedging filler. Prepend your firm’s last approved memo and say “match this structure and voice” for instant house style that reads like your firm wrote it. The AI drafts the scaffolding; you own every number, the recommendation, and the fact-check before it circulates. This is educational and not investment advice, and no figure should leave your desk unverified.
The analysis is done. Now you lose an afternoon formatting it into a memo the committee will actually read. That formatting step is pure overhead — exactly what AI is good at — as long as you give it your conclusions and forbid it from adding its own. The output is a first draft you edit, not a decision you outsource. Here is the workflow.
The workflow, step by step
- Gather your notes and conclusionsPull together the thesis, the numbers, the risks, and your recommendation. The memo is only as good as what you feed it — the AI structures, it does not analyze.
- Prepend your firm’s house stylePaste a past approved memo first and say “match this structure and voice.” This is the single move that makes the draft read like it belongs at your firm.
- Run the IC-memo promptIt returns a one-page memo (thesis, what has to be true, risks & mitigants, valuation & catalysts, recommendation & size) plus a 5-slide deck outline.
- Own every numberEdit the draft: verify each figure against your source, sharpen the recommendation, and make the size call yourself. The AI never sets the number.
- Fact-check before it circulatesRead the memo as a skeptical committee member would. Anything the model asserted that isn’t in your notes gets cut or verified.
The exact prompt (copy-paste)
Model-agnostic. Swap the [BRACKETS] and paste your source material into the same chat.
Turn the notes below into a 1-page investment-committee memo for [NAME]. Sections: Thesis (2 sentences) · What has to be true · Key risks & mitigants · Valuation range & catalysts · Recommendation & size. Tone: senior, decisive, no hedging filler. Every claim tied to a number in my notes. Then give me a 5-slide deck outline (title + 3 bullets per slide) covering the same.
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Frequently asked
Can AI write an investment-committee memo?
AI can write a strong first draft from your notes — structuring the thesis, risks, valuation framing, and a recommendation into a clean one-page memo and a deck outline. It cannot supply the judgment: the thesis, the numbers, and the recommendation must be yours. Prepend a past approved memo and ask it to match your structure and voice. Educational, not investment advice.
How do I get AI to match my firm’s memo format?
Paste an existing approved memo before your prompt and instruct the model to “match this structure and voice.” The model mirrors the section order, bullet density, tone, and citation style. Then feed it your new notes to reformat into that template. Always fact-check the output.
Is it safe to draft an IC memo in ChatGPT?
For public-company theses, yes. For live or confidential deals, sanitize names and strip confidential terms before pasting, and never enter MNPI or client PII into consumer AI tools. Keep an audit trail and follow your firm’s policy. Do your own research (DYOR).