Investment Memo Generator Development

Industry: Finance

Persona: Investment Analyst

Problem: Investment memos take a long time to produce. Analysts must manually sift through documents and perform analysis.

Solution: The Investment Memo Generator automatically writes investment memos for analysts. The agent leverages web and document sources and uses multiple LLMs to write different sections of the report.

User Interface: Form

LLM: Anthropic - Claude 3.5 Sonnet. 4 instances of Claude are used in a workflow — each has its own unique prompt.

Data Sources: Knowledge Base, web search, LinkedIn, document upload (financials), document upload (pre-diligence).

1. Searches the web and user documents.

2. LLMs produce an investment memo based on the data.

Reduces comparison time from 4 hours to 5 minutes

Analysts can spend more time focusing on mission-critical tasks

Firms can make more accurate investment decisions, leading to higher profits