INVESTMENT RESEARCH AI
Walk into your investment committee with the memo, deck, and answers already done.
Investment Committee Prep
Board-ready investment memos, presentation decks, and supporting analysis for investment committee meetings and board presentations.
- 1–2 weeks
- Memo + deck + Q&A prep; you present, we prepare you (optional dry-run coaching)
- investment memo
- 10–20 pagesinvestment memoexecutive summary, thesis, valuation, risks, recommendation
- committee-ready presentation deck
- 15–25 slidescommittee-ready presentation deck
- standard lead time
- 1–2 weeksstandard lead timerush delivery in 3–5 days for urgent situations
How it works — and what you walk away with
Investment committee meetings are high-stakes. The quality of your analysis and presentation can determine whether a deal gets approved or rejected. Our IC Prep service delivers the materials you need to present with confidence.
We produce investment memos that tell a compelling, evidence-based story - covering the business, market opportunity, investment thesis, valuation, risks, and recommendation. Our presentation decks distill complex analysis into clear, visual narratives for busy committee members.
Whether you're presenting a new investment opportunity, recommending an exit, or providing a portfolio update, we give you the materials to make your case effectively.
The process
Scoping to Your Format
We adapt to your committee's memo format, presentation template, and process requirements.
Memo and Analysis
An evidence-based memo covering business, market opportunity, thesis, valuation, risks, and recommendation.
Deck and Exhibits
A visual narrative deck plus backup analysis, comp tables, and models for committee Q&A.
Q&A Prep and Dry-Run
Anticipated questions with prepared responses, and optional dry-run coaching before you present.
What you get
Investment Memo
Professional-quality memo ready for committee distribution
Presentation Deck
PowerPoint/Keynote/Slides deck formatted for projection and handouts
Backup Materials
Detailed exhibits, models, and analysis for committee Q&A
Q&A Guide
Anticipated questions with suggested responses
What's included
Investment Memo
10-20 page memo with executive summary, thesis, analysis, valuation, and recommendation
Presentation Deck
15-25 slide deck designed for IC presentation with clear visual narrative
Supporting Exhibits
Detailed backup analysis, comp tables, and financial models for Q&A
Risk Assessment
Comprehensive risk factor analysis with probability and impact assessment
Q&A Preparation
Anticipated questions with prepared responses for common committee concerns
Presentation Coaching
Optional dry-run review with feedback on presentation delivery
Who this is for
Family Offices
Presenting investment recommendations to principals or family investment committees
PE/VC Firms
Seeking IC approval for new investments or presenting portfolio updates to LPs
Corporate Development
Presenting M&A opportunities to executive teams or boards of directors
Fixed-scope project
Scoped to your situation
- Duration
- 1–2 weeks
- Format
- Memo + deck + Q&A prep; you present, we prepare you (optional dry-run coaching)
Frequently asked questions
Related topics
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Walk into your investment committee with the memo, deck, and answers already done.
Share your situation and Investment Research AI will scope it with you — takes about two minutes.