Your investment committee memo, drafted in a flash
Turn due diligence data into a polished IC note. Writing the final Investment Committee memo can be one of the most time-consuming parts of due diligence. LP Insight’s IC Memo Assistant accelerates this process by drafting comprehensive, structured reports based on your analysis – all in alignment with your internal templates and guidelines. Go from zero to a first draft in seconds, and spend your time refining insights rather than typing them out.
Customisable to your format
Every LP has their own way of writing IC memos. Upload your preferred memo template or outline, and the AI will follow that structure. Whether your IC note needs sections on Fund Overview, Performance, Team, Strategy, Risks, Terms, and Recommendation – LP Insight populates each part with the relevant information gathered. The tone is professional and factual, and you remain in full control to adjust wording.
Data driven narratives
Because the IC Memo Assistant pulls directly from the insights gleaned in the platform, every statement in the draft is backed by evidence. Charts and tables can be generated from data room figures to enrich your memo. Your memos become not only faster, but also more substantive and quantitative.
Edit, refine, and finalise
The AI-generated memo is meant to give you a running start – you can then edit and refine the content to add your own perspectives or conclusions. The draft will highlight any areas that might need your personal input (for instance, a section for your final investment recommendation or subjective views on strategy). By handling the heavy lifting of assembling facts and initial text, LP Insight frees you to focus on the higher-level messaging. Many users find that what used to take days of writing can now be accomplished in a fraction of the time.
Explore the suite of tools
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Data Room Dashboard
Your entire data room, summarised at a glance.
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Risk & Issue Flagging
Automatically surface risks, inconsistencies, and questions.
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IC Memo Assistant
Turn due diligence data into a polished IC note.