Generate investment committee brief.
Produce a partner-ready IC brief from a single CRM record without re-keying any data.
Prompts used
The exact LLM prompts this automation calls — system instructions and user messages, in execution order, with the model each step uses.
- Investment Committee Brief →8 prompts
Two-pager for early-diligence IC review. Pulls a corpus of internal memos and call notes from the firm's document store and fans out to section drafters plus a structured properties extractor for the cover.
Reference build
A working reference build that runs in production. Once a company is in early diligence and the firm has a working corpus on it — past memos, call notes, fact sheets — a partner adds the record to a "Generate IC Brief" list and, minutes later, a structured two-pager lands on the company folder and in the IC's inbox. Same orchestration spine as the Pre-Meeting Brief; the difference is that this one is grounded in internal material, not public search.
We document the flow in tooling-neutral terms. The vendors below are our choices; the same pattern runs cleanly on any combination listed in the swap matrix.
Prompts that power this build
The build (flow, swap matrix, vendors) lives here. The actual production prompts live in the Prompt Library, grouped under one entry per workflow and broken out by section inside. Section drafters share a common structure (senior-investor persona, plain language, no subsections, fixed paragraph budget) and one structured-extraction prompt populates the cover-page properties.
Swap matrix
The flow above is described in roles, not vendors. Every layer is replaceable without touching the others, because the orchestrator owns the wiring. The same ICB pattern runs whether your corpus lives in SharePoint, Drive, or Notion, and whether your retrieval is Glean, Hebbia, or in-house.