IC Memo Software for Investment Committees
Generate IC memos directly from diligence data, with source-attributed claims and structured voting built in, so committees discuss judgment, not formatting.
The investment committee memo is the most important artefact a deal team produces. It is also the most painful: 30-50 pages of synthesis, often assembled in the 48 hours before IC, with critical context buried in slack threads and analyst notebooks.
Reuben AI generates IC memos automatically from the structured diligence data, every section sourced, every claim attributed, every risk logged. The committee gets a defensible artefact and the deal team gets their week back.
The investment memo sits within one fully sourced record for the whole investment lifecycle. Continuous market research and thesis fit inform living diligence at company and asset, vehicle, fund and manager level, rolling up to the portfolio. The investment committee reviews the evidence and open questions, records its decisions and rationale, and can revisit that context as new information arrives. Judgement stays with the investment team.
Why IC Memo Software Matters
The deal team's bottleneck is assembly, not analysis. Most analyst time on an IC memo is spent reformatting analysis that already exists into a presentable document. Automation eliminates that bottleneck.
Committee discussion quality depends on memo defensibility. When every claim is sourced, the committee can challenge specific assumptions instead of debating the meta-question of "is this number right?".
Decision provenance protects the firm. Five years from now, when an LP asks why this deal got approved, the answer needs to be reconstructable. IC memo software makes that automatic.
What Reuben AI Provides
Automated IC Memo Generation
Memos generate directly from diligence findings. Standard sections (executive summary, thesis, business overview, market, financials, team, risks, recommendation) populate from the structured data layer. The deal team edits judgment, not assembly.
Section-level source links and evidence gaps
Each investment memo section links to supporting material and records missing evidence and unresolved questions. The investment committee can review the research, request further diligence and record its decisions and rationale on the same fully sourced record.
Source Attribution on Every Claim
Every claim links back to its source document or analytical step. Tiered as self-reported, verified, or triangulated, so committees never confuse a founder claim with an independently confirmed fact.
Structured Voting & Approval Workflow
IC members vote inside the platform. Conditions, dissents, and rationale are captured on the record. Approval workflows respect quorum, conflict, and side-letter rules.
External IC and Advisor Access
External IC members and advisors get scoped access to specific memos with full provenance. No more emailing PDFs or losing version control.
Decision Provenance Forever
The full memo, votes, supporting data, and discussion notes are preserved as reviewable, fully sourced institutional memory. LP queries, regulatory reviews, and post-mortem learning all draw from the same record.