Generate professional investment memos in seconds
Transform hours of memo writing into minutes. Our AI creates institutional-quality investment memos that match your firm's style and standards.
Everything you need to create compelling memos
Powerful AI capabilities combined with flexible customization options.
Three simple steps to your memo
From deal data to polished memo in minutes.
Input deal information
Enter basic deal details or upload existing documents. Our AI extracts and organizes key information automatically.
Select memo type
Choose from screening memo, investment committee memo, or custom format based on your needs.
Generate & refine
Review the AI-generated memo, make edits, and export in your preferred format ready for distribution.
Why top funds use CQ for memo generation
Join hundreds of investment professionals who have transformed their workflow with AI-powered memo generation.

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AI-crafted investment memos in seconds
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