Craft Compelling Investment Memos in less than 4 Minutes with CQ's AI
Effortlessly create, edit, and share investment-ready memos with our AI-powered platform.
The Future of Investment Memo Writing
- Effortlessly create high-quality investment memos in minutes with our AI-powered drafting assistant.
- Collaborate seamlessly with your team through built-in editing and review features.
- Share professional-looking memos with investors and stakeholders with ease.
Deal Memos Made Easy with AI
Create Deal Briefs in Minutes
- Leverage AI to automatically generate initial deal inputs.
- Reduce manual effort and accelerate the memo creation process significantly.
Streamlined Collaboration
- Collaborate seamlessly with team members through built-in editing and review features.
- Track changes and provide feedback efficiently.
Effortless Sharing
- Easily share polished investment memos with allocators, investors, and other stakeholders.
- Professional presentation with consistent branding and formatting (coming soon)
The Technology Behind the Deal Memo Magic
AI-Powered by OpenAI and AWS
- Utilize cutting-edge AI technology to generate high-quality, insightful content.
- Benefit from the power of OpenAI and AWS infrastructure for enhanced performance and reliability.
Multiple Templates
- Choose from a variety of pre-built templates tailored to different investment types (e.g., venture capital, private equity, real estate).
- Customize templates to align with your firm’s specific requirements and branding.
Supports Multiple File Formats
- Import and export data in various formats, including Slides, Excel, and Word.
- Seamlessly integrate with existing workflows.
How It Works
Upload Materials
Add your pitch deck, financials, and other documents to the data room.
Select a Template
Choose a memo format that fits your needs.
Generate Memo
AI creates an investment memo using only your uploaded documents.
Edit & Customize
Refine content, add insights, and adjust formatting.
Share or Download
Send via a trackable link or export as a file.
Explore Other CQ’s Advanced Features
- Access a database of 150K+ investors matched to your deal types.
- Streamline funding by managing all deals on one platform.
- Generate detailed investment memos with AI in minutes.
- Build a premium firm profile to attract LPs.
- Share decks with co-managers and LPs, and track engagement.
- Use advanced data rooms and “Ask AI” for instant insights
Frequently Asked Questions
What is CQ's AI Investment Memo?
CQ’s AI Investment Memo is an innovative tool that leverages AI to help investment professionals create high-quality investment memos quickly and efficiently.
How does the AI work?
Our AI engine analyzes your input data (e.g., company financials, market data) and generates initial drafts of your investment memo, saving you significant time and effort.
Is my data secure?
Yes, we prioritize data security and employ industry-standard encryption and security measures to protect your sensitive information.
What file formats are supported?
The tool supports various file formats, including Microsoft Word, Excel, and PowerPoint.
Can I customize the templates?
Yes, you can customize the pre-built templates to align with your firm’s specific branding and requirements.
Is there a free trial available?
Yes, we offer a free trial to experience the power of our AI-powered memo creation tool.
Fast Track Your Investment Memos with CQ AI
Powerful Features for Investment Analysis and Team Collaboration