Generate Investment Memos in Word
Draft IC memos and deal write-ups grounded in your data-room files and models. Compound produces a clean Word document with every claim cited to its source, formatted to your firm's house style.
Trusted by 1,000+ finance professionals across PE, VC, growth equity, real estate, and hedge funds.
How Memo Generation Works
Upload your deal materials
Drop the data-room files, your model, and any prior memos into a Compound drive: PDFs, Excel workbooks, and presentations all in one place.
Describe the memo you need
Tell the AI Analyst the sections, thesis, and depth you want. Upload a past memo and ask Compound to match its structure and house style.
Get a cited Word draft
Receive a formatted .docx with every claim cited back to the source document or model cell. Refine sections in the same conversation.
Why Writing the Memo Still Takes Days
The analysis is done, but turning it into a defensible, well-formatted write-up is where deal teams lose their evenings.
Evidence scattered across files
A single paragraph in the thesis pulls from the model, the CIM, a customer contract, and a market report. Assembling and re-verifying that evidence for every claim is slow, manual work.
House style takes time to match
Every firm has a memo template: section order, tone, exhibit conventions. Getting a draft to match it means reformatting by hand, section by section, before it can go to IC.
Numbers drift from the model
Figures get typed into the memo, then the model updates. Without a live link to source, keeping the write-up consistent with the latest numbers is a manual reconciliation.
No audit trail for claims
When a partner questions a number in IC, tracing it back to the exact page or cell it came from is nearly impossible after days of copy-paste drafting.
Why Compound Excels at Memo Generation
Every claim cited to source
Each figure and statement links back to the exact page, file, or model cell it came from, so any partner can verify a claim in a single click before it reaches IC.
Formatted to your house style
Upload a past memo or template and Compound matches your section structure, tone, and formatting conventions. The draft arrives IC-ready, not generic.
Iterate section by section
Tighten the thesis, expand the risks, or reframe the returns discussion in the same conversation. Compound revises the Word document while keeping citations intact.
Why teams switch from manual drafting and generic AI writers
For an IC memo, the difference is not just speed. It's grounding, citations, and house style.
Grounding in your files
- Manual drafting
- Analyst reads every file
- Generic AI writers
- No access to your data room
- Compound
- Reads your files and model directly
Citation traceability
- Manual drafting
- Manual footnoting
- Generic AI writers
- Unsourced or hallucinated
- Compound
- Every claim cited to source
House-style formatting
- Manual drafting
- Reformatted by hand
- Generic AI writers
- Generic structure
- Compound
- Matches your template and tone
Consistency with the model
- Manual drafting
- Manual reconciliation
- Generic AI writers
- Not connected to your model
- Compound
- Pulls figures from your workbook
Iteration speed
- Manual drafting
- Rewrite by hand
- Generic AI writers
- Re-prompt from scratch
- Compound
- Refine sections in conversation
Built for teams who write the memo that decides the deal
Private Equity
Turn CIMs, models, and diligence findings into IC memos with investment thesis, risks, and returns, every figure traced to its source file.
Venture Capital
Draft investment memos from pitch decks, data rooms, and market research, with cited evidence behind each claim in the thesis.
Private Credit
Produce credit memos covering leverage, covenants, and downside cases, grounded in the borrower's financials and your model.
Corporate Development
Write board and deal-approval memos from target materials and synergy models, formatted to your internal template.
Upload a deal folder and get a first-draft memo in minutes
Frequently Asked Questions
Compound drafts from the files in your drive (data-room documents, your Excel model, prior memos) plus public data when relevant. It doesn't invent facts; every claim is grounded in a source you uploaded or in cited public data.
Yes. Upload a past memo or a template document and ask Compound to follow its structure, section order, tone, and formatting conventions. The draft arrives in your house style rather than a generic layout.
Every figure and statement links back to the exact source: a page in a data-room PDF, a cell in your model, or a public filing. You can verify any claim in the memo before it reaches the investment committee.
Memos are generated as Word .docx files with proper headings, tables, and formatting. You can open, edit, and share them like any Word document, or continue refining them in Compound.
Yes. Ask Compound to tighten the thesis, expand the risk section, or reframe the returns discussion in the same conversation. It revises the document while keeping citations and formatting intact.
Yes. If your model is in the drive, Compound reads it directly and can populate returns, key metrics, and exhibits in the memo from the actual cells, so the write-up stays consistent with your workbook.
Generic AI writers have no access to your data room and produce unsourced prose. Compound reads your actual files and model, cites every claim back to its source, and formats the output to your firm's house style in Word.
Compound is SOC 2 Type II certified with AES-256 encryption at rest and in transit. Your documents are never used for model training, and VPC deployments are available for teams with the highest security requirements.
Yes. Your deal team works in a shared drive, so associates and partners can run analysis threads and refine the memo over the same underlying files.