Memo Writer: Fully-Configurable Memos with Trusted Sources
Foster debate and build conviction with Collaborative AI
Bullet Point Network’s AI-driven investment analysis platform combines four integrated tools to streamline research and decision-making.
By merging agentic AI with human expertise in purpose-built workflows, our platform automates critical processes to quickly frame the investment and free up valuable time for critical thinking, research, and debate.
What Is Memo Writer?
Memo Writer can produce a memo in minutes. Not just any memo - YOUR memo: fully configurable, easy to create and edit with exactly the format, content, flow, and tone you want.
Start with a freely available BPN template, let us mimic your favorite internal memos, copy from an earlier analysis you liked, or build a custom memo in a few strokes using our Prompt Library,
Based on trusted sources, seamlessly connected to a familiar spreadsheet (when you are ready for that) and easy to edit over time as new information emerges and views change.
Memo Writer saves time, covers blind spots, and frees your team to think critically, research, and debate in order to increase insight and conviction.
Use it to create investment memos for any stage of your process, LP communications, board updates, or other report formats.
How Memo Writer Works
Upload Materials, Choose (or Build) the Memo You Want, and Get a Draft in Minutes
Start by uploading your source documents and decide what type of memo you want to write. You can copy from an existing company, use a BPN template, or Build from Scratch using our Prompt Library.
It’s easy to configure with the sections you want, in the order you want, point AI to the sources you want to use, and produce a memo in minutes. Then, you can improve any section with additional AI prompts and human edits, add new sections and (when you’re ready) use Case Builder and Slidedoc Maker to incorporate a familiar spreadsheet to deepen the analysis with charts, tables and numbers.
Memo Write quickly combs thru company decks, historical financials, projections, expert call transcripts, third-party research, internal notes and/or the public internet and produces a useful first draft memo that you can easily edit and customize.
Start with a Well-Structured, Fully-Configurable First Draft, include Spreadsheet Calculations and Charts, and Edit Your Final Memo with Nuance and Insight
Generate a high quality first draft in minutes. Then, tailor and customize it to the situation at hand. Add depth and detail using our Prompt Library, launch questions of your own, or edit the memo to include your own insights.
Unlike generic AI tools, Memo Writer works within a structured investment framework you design, with sources you control. It’s fully configurable upfront and easily editable over time. BPN prompts surface insights that align with your thesis and stress test key assumptions. You can quickly explore any topic to add more rigor by looking around corners and mapping evidence with footnote transparency to underlying sources.
If you decide to connect a familiar spreadsheet and build logical upside and downside cases, Memo Writer will integrate the calculated results, dynamic charts, and tables from those cases so your conclusion captures the numbers as well as the story.
Direct the AI to Trusted Sources and Quickly Explore Results with Footnote Transparency
Our AI agents comb through your materials and model to surface critical facts, KPIs, and details to support the ‘gotta believe’ assumptions.
Every section, table or number cited includes transparent footnotes linking to the underlying sources Click to see the exact page to validate answers or read more of the underlying source document to grasp additonal context.
The first draft arrives polished, with logical flow, consistent formatting, and embedded citations, increasing confidence in AI results, surfacting areas for additional research and fostering well-informed team debate.
Review, Refine, and Finalize (for now); Saved Versions make Future Updates a Breeze
Use built-in editing tools to add memo sections, ask deeper questions for AI to answer, insert charts, tables and numbers, or refine the tone. Add nuance and judgment with your own hands on your own keyboard to make sure the conclusions reflect your own views.
With Memo Writer, you can collaborate with your team directly in the platform, update numbers with ease, and save versions over time. Our Human-in-the-loop design ensures full control and seamless collaboration.
The outcome? A clean, credible, decision-grade memo, aligned with your analysis, providing confidence in your decision, and communication tailored to various stages and stakeholders.
Key Benefits
Why Leading Investment Teams Trust Memo Writer
Investment teams that choose BPN are amazed by our platform’s speed, quality, and accuracy. Here’s why Memo Writer provides an advantage to modern investors.
Save Hours on Drafting
Generate a first-draft memo in minutes, not days.
Configure your memo to cover what you want
Edit with ease using AI and human input.
Clear Source Attribution
Control the sources used for any prompt
Trace key points back to source documents to verify and learn more
Polished and Professional
Consistent tone, structure, and formatting for each memo
Customize for each stage of the process and varied audiences like deal teams, ICs or LPs
Collaborate & Refine
Edit and iterate in a shared workspace before finalization.
Save versions and update with ease over time
Capture the Numbers
Integrate familiar spreadsheets and include charts, tables and numbers to support your conclusions, without switching tools.
Automated, IC-Ready Memos That Clarify the “Why” Behind Every Model
Memo Writer brings efficiency and structure to memo creation, enabling teams to articulate conclusions faster, backed by clearly cited evidence and capturing calculated numbers from a familiar spreadsheet (not LLM guesses). It works seamlessly with BPN’s Evidence Mapper, Case Builder, and SlideDoc Maker.
With our AI platform, investment teams move from assumptions to analysis to deliverables in a single environment that frees up time for critical thinking and improves decision-making.
Key Takeaways
Memo Writer automates the structure and drafting of investment memos, providing speed without sacrificing quality.
Whether screening a deal, supporting a term sheet submission, or documenting your final investment decision, Memo Writer helps your team analyze rigorously, communicate clearly and decide with conviction.
Built for private equity, venture capital, and credit investment professionals, experience the advantage of IC-quality memos that reflect your logic, evidence, calculations and conviction.
See Memo Writer in Action
Book a demo with Bullet Point Network to experience Memo Writer and the full platform in action!