FundMemo
Fund due diligence in minutes, not days.
For fund analysts and LPs.
The problem
Evaluating a fund properly means reading dozens of pages of fund documents and team backgrounds, extracting the signal from the noise, and forming a defensible view — all before you can even decide whether it is worth a conversation. Most analysts do this manually, which means it is slow, inconsistent, and dependent on whoever has the most time that week. The result is decisions made on incomplete analysis, or good funds passed on simply because no one got around to them.
How it works
Upload the fund document
PDF or PowerPoint, any length
Upload the team document
Same formats supported
FundMemo analyses both
Using AI trained on financial due diligence frameworks
Receive a structured memo
Fund overview, strategy, key holdings, performance, risks, team assessment, and a clear invest / improve / skip recommendation with reasoning
The output
A complete Word document memo covering fund name, manager, investment strategy, key holdings, performance metrics, market analysis, risks, team overview, key members, track record, and a final recommendation with written reasoning. Ready to share, file, or present.
Who it is for
FundMemo is built for fund analysts, investment associates, and LPs who evaluate multiple funds regularly and need a faster, more consistent way to produce first-pass analysis. It is not a replacement for deep due diligence — it is what gets you to the right decision faster.
Book an AI Discovery Call
Tell us about your workflow. We will tell you exactly what we can build and how long it will take.
Book a call