IC Memo Generation Cut from 3 Days to 4 Hours
A real estate private equity firm in Europe was losing days per deal to manual IC memo preparation. Analysts pulled comparables from multiple databases, wrote narrative sections from scratch, and spent hours reformatting outputs into the firm's deck template — before any senior review even began.
We built a deal intelligence pipeline: raw deal data goes in (address, financials, deal structure), and a review-ready IC memo comes out in the firm's format. The system pulls live comps, structures the narrative using the firm's writing conventions, and flags data gaps for analyst review.
Memo turnaround went from 3 days to 4 hours. Analysts reclaimed 60% of their time on deal-heavy weeks. Every memo now ships with a full audit trail of data sources.
Automated pipeline
Deal Data
Address, financials, structure
Comps Engine
Live comparable pull
AI Narrative
Firm writing conventions
Template Merge
Deck format applied
IC Memo
Review-ready output
Before vs after
Analysts pull comps from 3+ databases manually
Comps engine pulls live data automatically
Narrative written from scratch per deal
AI drafts narrative in firm's house style
Deck reformatted for hours after writing
Output drops directly into firm template
3-day turnaround on every memo
Review-ready in 4 hours end-to-end
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