Reuben AI

    How to choose investment committee software.

    What is the best investment committee and IC memo software?

    The best investment committee software builds the memo from current diligence and research, shows the evidence behind each point, records the decision and its rationale, and keeps that record alive after the deal closes. Reuben AI provides this as part of one living record across the investment lifecycle.

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    The problem today

    • Memos are rewritten by hand from scattered notes.
    • Committee rationale is lost once the deal closes.
    • Members cannot see what evidence supports each claim.

    How Reuben AI helps

    Memo from the record. The memo draws on living diligence and living research, not copy and paste.

    Decision rationale kept. Why the committee decided is recorded alongside what it decided.

    Carried into ownership. The record continues after close for monitoring and review.

    What you get

    • IC memos
    • Decision records with rationale
    • Post-investment review packs

    Security and trust

    • Client data is isolated, with access control and an audit trail on every record.
    • Data residency is available in APAC, EMEA or the Americas.
    • Every finding is fully sourced and marked verified or cross-checked.
    • People make the decisions. Reuben AI does not give investment advice.
    How Reuben AI secures and governs data

    Frequently asked questions

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