IC Memos
IC-ready memos that cite every claim
Build defensible investment memos from your data room, call transcripts, filings, and external evidence — every claim traceable back to its source.
The evidence path
Data room to IC-ready memo — cited claim by cited claim. The same six-stage workflow that powers every 15Rock decision artifact.
Source map
Ingest trusted sources
Claim engine
Map claims to evidence
Workflow engine
Apply your methodology
Draft artifact
Generate cited output
Reviewer loop
Human validates
Decision pack
Export memo · brief · board pack
Diligence memo · Target Co.
Exportable · Cited · Audit-trailed
- Market & competitive contextcomplete
- Financial deep-dive (cited)complete
- Risk registerin-review
- IC votepending
What your team gets
A cited IC memo in your firm's template, with every claim linked to the source passage it came from.
Every claim cited
Each sentence in the memo links to the underlying passage, call snippet, or filing line.
Your IC template
Configured to your firm's memo format — sections, length, and required diligence questions.
Reviewer loop
Built-in review states so deal team, sector lead, and IC chair can sign off on the same artifact.
Audit-ready export
Export the memo with its full evidence appendix for compliance, audit, and post-mortem review.
How the workflow runs
Six terms you'll see across the product. Each maps to a concrete artifact, not a marketing concept.
Source map
Every trusted input — filings, broker research, internal models, regulatory data — registered and verified before it can be cited.
Claim engine
Maps each assertion in a draft to the evidence span it came from. Unsupported claims surface before review.
Workflow engine
Your methodology — IC framework, scoring rubric, red-flag library — running as a repeatable workflow, not a prompt.
Reviewer loop
Analyst review at the claim level. Approve, flag, or rewrite — every action recorded against the evidence.
Decision pack
The output: memo, brief, or board pack — every paragraph traceable to its source.
Audit trail
Every source ingestion, claim mapping, reviewer action, and export — captured and exportable with the artifact.
Start small
Most teams begin with one workflow, one source set, and one output.
Bring us one target. Get back a cited memo.
Two-week prototype on one live diligence target. We'll deliver an IC-ready memo with full citations and an exportable evidence appendix.
