Analysts spend hours if not days drafting IC Papers.

We deploy an ingestion engine that maps live data from your Financial Model and drafts an Investment Committee Paper. The system is calibrated on your firm’s historical deal archive, ensuring the output strictly adheres to your specific tone, structure, and formatting.

The workflow remains human led. Users can leave comments or instructions directly on the draft, which the agent interprets and resolves in real-time to refine the narrative.

IC Drafting process time savings of 80%. Analysts now have more time to spend on value add activities.

The hundreds of hours lost annually to maintenance drafting. Manually updating Enterprise Value, EBITDA bridges, and consideration structures across the Investment Paper every time the model changes.

A workflow where the document is a live reflection of the model. Change the input once, and the system automatically re-generates the relevant sections of the paper, preserving your narrative while updating the numbers.

Hundreds of hours saved on tweaking the paper to match changes to the Financial Model.

The monthly or quarterly compilation of performance data into Board Packs and Limited Partner (LP) reports. Days spent manually copying and pasting financials into PowerPoint, and writing descriptive commentary that adds little strategic value.

An orchestration layer that pulls latest financials, drafts the commentary, and compiles the final pack.

Reporting cycles reduced from weeks to hours.