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AI-Driven Investment Memos, Spreadsheet Models, and Slides Built for Modern Investment Teams
Discover how AI investment memos transform investor analysis with fast, credible, configurable automated documents to fuel efficient decision-making.
GOING BEYOND "SPREADSHEET/MEMO/MEETING" TO SEE THE ODDS
When evaluating my portfolio of investments, I’m often reminded of George Box’s aphorism: “All models are wrong… but some are useful”. For over 25 years, the state of the art in “useful” decision making for both company CEOs/boards and for fundamental investment committees involved a group of smart people using what I call the “Spreadsheet/Memo/Meeting process” to drive their biggest decisions.
RAISE THE AI BARBELL
If you are an investor or corporate decision-maker, I strongly doubt that AI will replace you, but you could lose your job to someone who has mastered using AI agents more effectively than you have. The speed at which AI can read and write is undeniably powerful, but off-the-shelf LLMs do a very poor job of producing the kind of insightful investment memo or compelling slide deck needed to make a mission-critical decision, and spreadsheets are notoriously challenging for LLMs.
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