MemoDraft
Turn documents into investment-ready memos in minutes — not hours.
Analysts spend hours manually extracting insights from CIMs, lender notices, diligence documents, legal agreements, data rooms, operational reports, financial statements, and pitch decks. MemoDraft accelerates every step: reads and interprets complex documents, generates structured IC memo sections, highlights risks and inconsistencies, extracts deal terms and financial metrics, builds red-flag summaries, drafts investment opinions, and annotates documents with comments. Analysts remain analysts — not human copy-paste engines.
Product Demo / Screenshot
A complete memo-generation and document-intelligence engine.
MemoDraft transforms documents into:
All structured, formatted, and ready for IC review.
From documents → IC-ready memo in minutes
Drop in all your documents
PDFs, Word files, Excel files, data-room dumps.
MemoDraft reads everything
Offline. Locally. Safely.
Pick your memo type
Investment memo, summary, red-flag memo, competitor analysis.
MemoDraft generates a full draft
Structured and formatted.
Refine or regenerate sections
Iterate quickly.
Export to PDF / Word
Ready for partners, IC, or internal meetings.
Cloud AI tools weren't built for analysts. MemoDraft is.
Versus ChatGPT / Claude / Gemini
Cloud tools:
- • Require uploads (compliance risk)
- • Struggle with multi-document reasoning
- • Require back-and-forth prompting
- • Cannot generate structured deal memos without heavy supervision
- • Cannot annotate PDFs natively
MemoDraft:
- • Offline
- • Optimized for finance
- • Multi-document intelligent
- • Generates IC-quality content
- • Includes document annotation
Versus summarizing PDFs manually
Manual process:
- • Takes hours
- • High cognitive load
- • Inconsistent quality
- • Error-prone
MemoDraft:
- • Minutes
- • Consistent
- • Professional-grade
- • Repeatable
Versus junior analyst manual memo writing
Humans:
- • Slow
- • Expensive
- • Inconsistent
- • Require supervision
MemoDraft:
- • Instantaneous
- • Consistent
- • Clear
- • Scalable
It doesn't replace analysts — it amplifies them.
Ideal For
Anyone who reads complex documents benefits immediately.
Features
Everything you need in MemoDraft
Local AI, Built for Finance
Runs 100% locally with no uploads, no privacy concerns, no compliance issues. Fine-tuned financial model understands EBITDA, leverage, margins, covenants, facility structures, growth drivers, diligence workflows, risks & mitigants, and cap tables. The model doesn't just summarize — it reasons like a junior analyst.
Document Intelligence
Identifies inconsistencies, missing information, unrealistic assumptions, contradictory statements, legal exposure, covenant risks, market risks, operational bottlenecks, customer concentration, and financial anomalies. It tells you not just what the document says — but what matters.
Multi-Document Reasoning
Reads and cross-references CIM + audited financials, management presentation + MD&A, diligence Q&A + data room docs, lender notice + credit agreement, multiple investor reports, and financial models + footnotes. Builds a complete picture by comparing documents against each other.
Structured Memo Builder
Generates complete, editable memos with cover page, investment overview, company summary, market landscape, financial highlights, valuation section, risks & mitigants, competitive advantage analysis, deal structure summary, red flags, and recommendation.
Document Annotation & Highlights
Creates inline annotations, extracted quotes, margin notes, highlighted risk language, highlighted key facts, and flagged inconsistencies. You get a document that looks like it has been hand-reviewed by a senior associate.
Table & Metric Extraction
Extracts revenue, EBITDA, margins, headcount, capex, cashflows, leverage metrics, KPIs, customer metrics, cohort metrics, and unit economics. Inserts them into memo sections automatically.
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Which problem hurts most?
Frequently Asked Questions
Does MemoDraft send data to the cloud?
No — 100% offline and local.
Can it read scanned PDFs?
Yes — OCR + structured extraction.
Does it support multi-document reasoning?
Yes — and is optimized for this use case.
Can it generate IC memos automatically?
Yes — with complete structure and formatting.
Can I edit the memo?
Yes — every section is editable and regenerable.
Does it understand financial terms?
Yes — specifically tuned for deal documents.
Ready to get started with MemoDraft?
Join early access and be among the first to use this powerful tool.