The Challenge
A prominent venture capital firm was drowning in deal flow. Their analysts spent 40+ hours researching and writing each investment memo—a thorough process that ensured quality but severely limited how many opportunities they could properly evaluate.
Partners were forced to pass on promising deals simply because there wasn’t enough analyst bandwidth. The bottleneck wasn’t capital or conviction—it was capacity.
The Solution
We built an AI-powered research and synthesis system that transformed their memo creation process:
Automated Research Pipeline Custom agents that gather comprehensive information on target companies—from public databases, news sources, social media, and industry reports. What used to take days of manual research now happens in minutes.
Intelligent Analysis Engine AI systems trained on the firm’s investment thesis and evaluation criteria. The system doesn’t just collect information—it analyzes it through the lens of what the partners actually care about.
Structured Memo Generation Automated drafting of investment memos in the firm’s preferred format, with citations and supporting evidence properly organized. Analysts review and refine rather than starting from scratch.
Continuous Learning The system improves based on partner feedback, learning to better predict what information will be most relevant and how to present it effectively.
The Results
98% reduction in memo creation time From 40+ hours to approximately 45 minutes for a comprehensive first draft that analysts can refine.
3x increase in deals evaluated Partners can now thoroughly evaluate significantly more opportunities without adding headcount.
Improved decision quality With more time for strategic thinking and less for information gathering, partners report better-informed investment decisions.
Analyst satisfaction up Team members spend time on high-value analysis rather than repetitive research tasks, leading to higher engagement and retention.
The Transformation
This wasn’t about replacing analysts—it was about unleashing them. The firm now operates at a fundamentally different scale, able to see and seriously evaluate opportunities that would have previously slipped through the cracks.
That’s the difference between automation and transformation.