Investment Research and Deal Memos
Read every CIM and filing in full, model the figures, and draft the memo with each number cited to its page.
What It Does
The agent reads the CIM, filings, and transcripts, extracts and models the figures, and drafts the memo in the firm's own template with every number linked to the page it came from. The analyst interprets and forms the view.Without it: Twenty hours pass gathering and formatting before the thinking starts, and an analyst who wants a thirteenth name has to drop one.
- Screens the corpus and the draft for MNPI against your information-barrier policy
- Builds the comparable set from your screen criteria and lists what it excluded
- Runs the sponsor's base case alongside your own downside case
- A claim it cannot source is left in the draft marked unsupported
Illustrative example
A 140-page CIM for a regional HVAC roll-up lands in the coverage inbox on a Friday. The agent spreads five years of revenue and EBITDA, builds a comp set of eleven listed and precedent deals with the two it excluded and why, runs the sponsor's 12% growth case against a flat case, and drafts the memo in the firm's IC template with every figure linked to its page. The associate opens it and starts on the question that decides the deal, which is whether technician retention holds after the roll-up.
Deal room
CIM, sponsor materials
Filings and transcripts
Revenue, EBITDA, guidance
Research archive
Past notes, screens
Template library
The firm's IC format
Investment research and deal memos
SuggestStarts when
A CIM, filing, or quarterly update lands in the deal or coverage inbox
How far it goes
it proposes, and a person approves before anything commits
Never
DECISION: enforced below the model, not asked of it
Memo
Drafted in your template
Modelled figures
Cited to the page
Coverage
Widened, nothing dropped
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Case Studies
Every CIM Read in Full Before Anyone Can Decline
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A sourced preliminary memo lands in under ninety minutes.
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Running Research Agents Inside the Firm's Own Walls
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Both pilots died at compliance review for reasons no vendor could fix.
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