Create comprehensive, board-ready investment memorandums in hours instead of weeks. AI researches, analyzes, and assembles every section--from executive summary to risk assessment--so your team can focus on strategic decision-making.
Preparing a thorough investment memorandum is one of the most time-intensive tasks in corporate development--and the pressure to deliver quality never lets up.
Investment memos take 2-3 weeks of senior analyst time to research, draft, and refine--pulling scarce resources away from other active deals in the pipeline.
Assembling market data, financial analysis, and competitive context requires pulling information from dozens of disparate sources--industry reports, databases, filings, and internal knowledge.
Teams rebuild the same analytical framework for every memorandum despite recurring structural patterns, wasting time on boilerplate instead of deal-specific insight and analysis.
CorpDev.Ai transforms how investment memorandums are created--from weeks of manual effort to hours of AI-assisted analysis and professional document assembly.
AI assembles and analyzes all deal dimensions
Input your target company and deal parameters, and AI conducts deep research across market data, financials, competitive dynamics, and strategic fit--synthesizing everything into a structured investment memorandum.
Executive Summary Generation
AI-crafted investment thesis with strategic rationale and key deal highlights
Market & Industry Analysis
Comprehensive market sizing, growth trends, and industry dynamics research
Competitive Positioning
Target's competitive landscape, market share, and differentiation analysis
Financial Assessment & Valuation Context
Key financial metrics, benchmarking, and comparable transaction analysis
Deal Input
Provide target company, deal context, and your investment criteria
AI Research & Analysis
AI gathers market data, financials, competitive intelligence, and risk factors
Memo Assembly
Research is synthesized into a structured memorandum with all standard sections
Review & Export
Edit, refine, and export as DOCX, PDF, or PPTX for your investment committee
Custom Templates
Apply your firm's branding, structure, and formatting standards to every memo
Data Visualizations
Auto-generated charts, market maps, and financial tables embedded in your document
Multi-Format Export
One-click export to editable DOCX, presentation-ready PDF, or PPTX slides
Source Citations
Every data point linked to original sources with full appendix and references
Board-ready memorandums in your format
Every investment memorandum is generated with professional formatting, rich data visualizations, and proper citations. Export in the format your investment committee expects--fully editable and ready for final review.
Custom Templates & Formatting
Match your firm's memo structure, fonts, and brand guidelines automatically
Rich Data Visualizations
Market charts, competitive matrices, and financial tables embedded inline
Editable DOCX & PDF Export
Download and refine in Word or distribute as polished PDF documents
Appendix & Source Citations
Comprehensive references, data sources, and supporting materials included
AI generates every critical section of a professional investment memorandum, backed by real-time research and data analysis.
AI-crafted executive narratives that distill the investment thesis, strategic rationale, key risks, and recommendation into a compelling overview for decision-makers.
Comprehensive industry analysis with market sizing, growth trajectories, competitive landscape mapping, and macro trend assessment to frame the deal opportunity.
Key financial metrics, revenue and profitability benchmarks, comparable company analysis, and valuation context to support the investment recommendation.
Systematically identified deal risks--market, operational, financial, and integration--paired with specific mitigants and contingency strategies.
Structured value creation framework covering revenue synergies, cost synergies, capability gains, and integration timeline with estimated impact ranges.
Export completed memorandums in DOCX, PDF, or PPTX formats--fully formatted, editable, and ready for investment committee distribution.
Join corporate development and private equity teams who have replaced weeks of manual memo writing with AI-powered analysis and document generation.