A consistent IC structure
Organize the draft around the sections investment teams expect, from deal overview through recommendation.
AI investment memo generator for VC
Turn deal evidence into an IC-ready investment memo
Generate a structured first draft covering the company, market, financials, ownership, risks, and open questions. Mentis keeps the memo connected to the underlying data room so the investment team can review the reasoning.
From investigation to committee
Draft from the work already completed
The memo should be the synthesis of diligence, not a second disconnected research project.Claims tied to evidence
Keep material statements grounded in the data room and preserve a clear path back to the source.
Analyst-controlled refinement
Challenge the draft, add context, and sharpen the investment case before anything reaches committee.
How it fits the workflow
From source material to reviewed output
Complete the core diligence
Use data-room Q&A, financial analysis, and cap table review to establish the facts and unresolved questions.
Generate the first memo
Mentis assembles the company narrative, analysis, risks, and supporting references into a consistent structure.
Make the judgment your own
Edit the recommendation, challenge assumptions, close evidence gaps, and export the version ready for discussion.
Analyst outcomes
A practical investment memo foundation
- Executive summary and investment recommendation
- Company, product, market, and competitive analysis
- Financial performance, projections, and valuation context
- Risks, mitigants, open questions, and source references
Frequently asked questions
What investment teams ask about this workflow
What does an AI investment memo generator produce?
Mentis produces a structured first draft based on the uploaded deal evidence. It is intended for analyst review and refinement, not as an autonomous investment recommendation.
Can the memo cite the data room?
Yes. Mentis is designed to keep material findings connected to their source documents so the investment team can verify the draft.
Is the memo format customizable?
Mentis supports a comprehensive default investment memo workflow. Team-specific formatting and collaboration capabilities depend on the selected plan and current product availability.
Mentis AI for venture capital