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Finance & Banking

Investment Memo Drafter

Draft professional investment memos and business cases with AI assistance for structure, analysis, and presentation.

Advanced1 promptSaves 60-90 minutes/task

Time Savings

Per Task60-90 minutes
Weekly2-4 hours

Best for

Investment AnalystM&A AnalystFP&A AnalystCFO

Prerequisites

  • 1Investment opportunity details
  • 2Financial projections
  • 3Access to ChatGPT or Claude

Workflow Steps

1

Gather Information

20-30 min

Compile opportunity details, financials, and strategic rationale.

2

Structure the Memo

10-15 min

Use AI to create a professional memo framework.

Recommended: Claude or ChatGPT

3

Draft Analysis

15-20 min

Generate investment thesis and risk analysis.

Recommended: Claude or ChatGPT

4

Refine & Present

20-30 min

Polish memo and prepare for discussion.

Prompt Templates

Expected Outcome

Professional investment memos that support informed decision-making.

Pro Tips

  • •Lead with the recommendation, not background
  • •Be clear about uncertainties and assumptions
  • •Include sensitivity analysis for key variables

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