Capital Refinery
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The AI Memo

THE AI MEMO — Junior associate pastes a data room link into a chat window: 'Write the IC memo.' Done. Six months later, an IC meeting, partner pointing at page 7: 'Where did this number come from?' The chat window: 'I don't have access to that session's history.'

Confident output isn't provenance.

An LLM agent will write a confident, well-formatted IC memo from a data room URL in two minutes. The trail will not exist when an auditor asks where the number on page seven came from.

This is what decision continuity prevents — not by writing the memo for you, but by keeping the memo testable.

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We Already Underwrote This
The thesis went implicit. Nobody noticed.
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Insufficient Data
The platform says no. The LP wants a yes.
See the whole series →

Don't trust the dashboard. Trace the numbers yourself.

Three downloadable deal packs across the lifecycle. Every KPI cites its source cell. Open kpis.csv, follow the citation, the number matches.

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