This automation helps deal leads produce a complete investment committee memo from scattered diligence notes, market research, and financials. It standardizes the format so every deal reaches the IC ready for a decision.
What's Included
- Memo structure: Generate sections for thesis, market, team, traction, risks, and terms.
- Research synthesis: AI agents summarize diligence notes and external research.
- Risk flagging: Surface open questions and red flags for the committee to review.
- Recommendation draft: Propose a clear recommendation and proposed terms.
How To Use
- Drop diligence notes, financials, and research into Taskade.
- Choose the memo template and sections your IC expects.
- Let an AI agent draft each section and flag open risks.
- Refine and circulate the memo before the committee meeting.
Use AI agents to synthesize research and find related investor automations for deal evaluation.