IC Memo Assistant

Case Study

Traditional Workflow:

Investment memos at a bank are compiled through a detailed process involving thorough market research, financial analysis, and risk assessment. Analysts gather and synthesize data on potential investments, highlighting key metrics, strategic fit, and expected returns. The memo is then reviewed and refined by senior analysts and managers to ensure accuracy and completeness. Finally, the memo is presented to decision-makers for approval.

Workflow with Unique FinanceGPT:

With the Unique IC memo assistant, compiling investment memos involves summarizing key points such as the investment thesis, merits, risks, and considerations from the data. Unique FinanceGPT also extracts and categorizes IC (Investment Committee) questions, aiding in the preparation of comprehensive reports. It helps investment teams learn from past discussions by identifying patterns and trends. This streamlines the memo creation process and enhances decision-making efficiency.

Impact:

The IC Memo Assistant helps cut 50% of time in the IC memo creation process, i.e. employees can get twice as much work done in the same amount of time.

Pricing

To find out more about pricing, reach out to us: