Generate investment committee memo.
Produce a full, IC-ready investment memo — BLUF, company, product, GTM, market, competition, unit economics, leadership, supply chain — from one CRM trigger, grounded in the firm's internal corpus.
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 Memo →9 prompts
Full IC memo — BLUF plus eight section drafters covering company, product, GTM, market, competition, unit economics, leadership, and supply chain. Same orchestration spine as the ICB, deeper retrieval and longer outputs.
Reference build
The deep version of the brief. Once a deal is far enough along to merit a full investment committee write-up, a partner drops the CRM record into a "Generate ICM" list and the workflow drafts a complete memo — BLUF plus eight sections — from the firm's accumulated internal corpus, assembles the document from a template, and routes it to the deal owner.
Same orchestration spine as the PMB and ICB. Longer document, more drafters, deeper retrieval. No new wiring to design.
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 (investor-grade tone, plain language, fixed length budget, no invented facts) so the assembled memo reads like one document, not nine.
Swap matrix
Same principle as the PMB and ICB: every layer is described in roles, not vendors, and every layer is replaceable without touching the others. The same ICM pattern runs whether your corpus lives in SharePoint, Drive, or Notion, and whether your drafter is GPT, Claude, or Gemini.