Investment Memo Generator
Paste your notes on a company and deal, and get an investment memo Room: the thesis, risks, market context from cited sources and the diligence questions to answer before deciding.
- Free
- No sign-up to try
- Works as you type
What you'll get
Make an investment memo (not financial, legal or investment advice), with:
- the thesis: why this could work, from your notes
- company figures only from your notes; market context only from cited sources with links and dates
- risks and what would have to be true
- diligence questions to answer before deciding
- a clear note that this is not financial, legal or investment advice
WZRD finds current web sources on your topic first and cites them. Written by AI from your answers when you create it: read it through before you use it.
Answer: Company and what it does, Paste your notes.
How it works
How the Investment Memo Generator works
- 1
Answer a few questions
Say what it's about and who it's for.
- 2
WZRD writes it
WZRD finds current web sources, reads them and writes it, citing each source.
- 3
Check and share
Read it through, edit anything in the Room, then share one link.
Worked example
What it makes
Make an investment memo (not financial, legal or investment advice), with:
- the thesis: why this could work, from your notes
- company figures only from your notes; market context only from cited sources with links and dates
- risks and what would have to be true
- diligence questions to answer before deciding
- a clear note that this is not financial, legal or investment advice
Written by AI from your answers when you create it, from current web sources it cites. Read it through before you use or share it.
Who it's for
Who uses it
Angel investors
Write down a thesis and its risks before committing.
VC associates
Get a first draft for the partner meeting.
Corporate development teams
Frame a minority investment for an internal decision.
Good to know
What to consider
- Not financial, legal or investment advice: it structures your thinking; it doesn't assess whether to invest.
- Company figures come only from your notes, and market context from up to three cited sources. Verify both in diligence.
Questions
About the Investment Memo Generator
Will it tell me whether to invest?
No. It lays out the thesis, risks and open questions so you can decide. Take financial and legal advice for the decision itself.
Where does the information come from?
Before writing, WZRD searches the web for current sources on your topic and reads them; the brief cites them with links. Check the sources before you rely on a claim.
Who writes the content?
WZRD's AI writes it from your answers when you create it, so every one is different. Read it through before you use or share it: AI can make mistakes. You can edit everything in the Room.
Make your memo now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my memoRelated
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