Memo Writer: Fully-Configurable Memos
with Trusted Sources
Memo Writer can be easily configured to produce any type of report in minutes, and can be customized on the fly to add depth and nuance.
BPN’s AI-driven investment analysis platform combines four integrated tools to streamline research, analysis, and decision-making.
What Is Memo Writer?
Memo Writer can produce a memo in minutes. Not just any memo - YOUR memo: fully configurable, easy to create and edit with exactly the format, content, flow, and tone you want.
Start with a freely available BPN template, let us mimic your favorite internal memos, or build a custom memo in a few strokes using our Prompt Library.
Based on trusted sources, seamlessly connected to a familiar spreadsheet and easy to edit over time as new information emerges.
Saves time, covers blind spots, and frees your team to think critically, research, and debate to increase insight and conviction.
Use it to create investment memos for any stage of your process, LP communications, board updates, or other report formats.
How Memo Writer Works
Upload Materials, Choose (or Build) the Memo You Want, and Get a Draft in Minutes
Start by uploading your source documents and decide what type of memo you want to write. You can copy from an existing company, use a BPN template, or Build from Scratch using our Prompt Library.
It's easy to configure with the sections you want, point AI to the sources you want, and produce a memo in minutes. Then, you can improve any section with additional AI prompts, human edits, and incorporate a familiar spreadsheet to deepen the analysis.
Direct the AI to Trusted Sources and Quickly Explore Results with Footnote Transparency
Our AI agents comb through your materials and model to surface critical facts, KPIs, and details to support the 'gotta believe' assumptions.
Every section, table or number cited includes transparent footnotes linking to the underlying sources. The first draft arrives polished, with logical flow, increasing confidence in AI results and fostering well-informed team debate.
Start with a Well-Structured, Fully-Configurable First Draft, and include Spreadsheet Calculations and Charts
Generate a high quality first draft in minutes. Then, tailor and customize it to the situation at hand. Add depth and detail using our Prompt Library, launch questions of your own, or edit the memo to include your own insights.
Unlike generic AI tools, Memo Writer works within a structured investment framework you design. If you connect a spreadsheet, it will integrate calculated results and dynamic charts so your conclusion captures numbers as well as the story.
Review, Refine, and Finalize (for now); Saved Versions make Future Updates a Breeze
Use built-in editing tools to add memo sections, ask deeper questions, insert charts, and refine the tone. Our Human-in-the-loop design ensures full control on your own keyboard to make sure the conclusions reflect your own views.
The outcome? A clean, credible, decision-grade memo, aligned with your analysis, providing confidence in your decision and communication tailored to various stages and stakeholders.
Key Benefits
Why Leading Investment Teams Trust Memo Writer
Investment teams that choose BPN are amazed by our platform’s speed, quality, and accuracy. Here’s why Memo Writer provides an advantage to modern investors.
Save Hours on Drafting
- Generate a first-draft memo in minutes, not days.
- Configure your memo to cover just what you want.
- Edit with ease using AI and human oversight.
Polished and Professional
- Consistent tone, structure, and formatting for each memo, with #s tied out to the slides.
- Customize for each stage of your process and varied audiences like deal teams, ICs or LPs.
Clear Source Attribution
- Control the sources used for any prompt.
- Trace key points back to source documents to verify and learn more.
Collaborate & Refine
- Share with the team - as editors or viewers.
- Edit, iterate and enhance in a shared workspace, and save versions and update with ease over time.
Capture the Numbers
- Integrate familiar spreadsheets with calculations you can trust.
- Include charts, tables and numbers to support your conclusions - seamlessly.
Automated, IC-Ready Memos That Clarify the “Why” Behind Every Model
Memo Writer brings efficiency and structure to memo creation, enabling teams to articulate conclusions faster, backed by clearly cited evidence and capturing calculated numbers from a familiar spreadsheet (not LLM guesses). It works seamlessly with BPN’s Evidence Mapper, Case Builder, and SlideDoc Maker.
With our AI platform, investment teams move from assumptions to analysis to deliverables in a single environment that frees up time for critical thinking and improves decision-making.
Key Takeaways
Memo Writer automates the structure and drafting of investment memos, providing speed without sacrificing quality.
Whether screening a deal, supporting a term sheet submission, or documenting your final investment decision, Memo Writer helps your team analyze rigorously, communicate clearly and decide with conviction.
Built for private equity, venture capital, and credit investment professionals, experience the advantage of IC-quality memos that reflect your logic, evidence, calculations and conviction.
See Memo Writer in Action
Transform your investment analysis workflow today with the power of BPN.