Firm memory
Firm memory is the persistent, structured record of how an investment firm thinks — its investment criteria, red flags, memo standards, partner judgment, and prior deal lessons — preserved so it can be applied to every new opportunity.
Resources
Ideas for faster, sharper investment work.
Perspectives on AI diligence, firm memory, deal screening, and the workflows that help investment teams surface decision-critical insight faster.
Definitions
The vocabulary of AI investment intelligence.
AI diligence
AI diligence is the use of AI systems to analyze deal materials — CIMs, financial models, and data-room documents — to surface risks, gaps, and thesis drivers during investment due diligence.
Always-on analyst
An always-on analyst is an AI system that provides continuous analytical support across the deal process, from first-look screening through diligence and investment committee preparation.
Secure email intake
Secure email intake is a firm-specific email address that lets approved senders forward deal materials directly into a structured, criteria-driven screening workflow.