Generate investment memos that write themselves from live research
Automatically create, populate, and maintain IC memos, CIMs, and investment theses in your firm's house style—no more copy-pasting between systems.
Use cases
- Auto-generate IC memo first drafts: when a company enters due diligence, create document from template and populate it with financials, team bios, and market data
- Build living investment theses that update themselves: link sector thesis docs to news feeds so relevant market developments automatically append to tracking sections
- Create portfolio company dashboards: generate quarterly board memo templates pre-filled with KPIs, news mentions, and operational metrics from data sources
- Standardize deal documentation: ensure every memo follows house style by automatically formatting sections, applying branding, and enforcing structural consistency
Template-to-Document Automation
Instantiate new memos from firm templates and auto-populate structured sections with research data, eliminating blank page syndrome
Dynamic Content Insertion
Pull live information from workflows into specific document sections—financials in the metrics table, news summaries in the market section, bios in the team overview
Collaborative Refinement
Generate AI-drafted content that teams can refine in Google Docs' familiar editing environment with comments, suggestions, and version history
Document Intelligence
Extract insights from completed memos to train future document generation—learn which deal characteristics predict IC approval from historical memo analysis
About Google Docs
Google Docs is the world's most popular cloud-based word processor, used by millions of professionals for collaborative document creation. Its real-time editing, commenting, and version control make it ideal for investment teams drafting memos, theses, and reports that require input from multiple stakeholders.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
Book a demo
