Finance & Investment Analysis
LiveInvestment Memo Simulator
A tool that automates investment memo sections to support equity research and valuation-based decision making.
The Problem
Creating comprehensive investment memos is time-consuming and requires synthesising vast amounts of financial data. Analysts spend hours manually structuring memos, leaving less time for critical analysis and decision-making.
Who It's For
- Equity research analysts building investment cases
- Portfolio managers evaluating opportunities
- Investment professionals conducting due diligence
- Financial advisors preparing client recommendations
Key Features
Automated Valuation Thesis Generation
Automatically generate structured valuation theses based on input parameters and financial data.
Risk, Catalyst, and Sensitivity Analysis
Built-in tools for identifying risks, catalysts, and running sensitivity scenarios.
Equity Research Portfolio Design
Designed specifically for equity research workflows and portfolio-level analysis.
Status & Roadmap
The Investment Memo Simulator is live and available for equity research professionals.
Expanding template library and adding integration with financial data providers.