AI Company Fact Sheet
The structured, AI-drafted research dossier that feeds every memo — not a memo itself.
The AI Company Fact Sheet is the structured, AI-drafted research dossier that sits underneath every memo — not a memo itself. It is raw, verifiable material assembled by the BEAST workflow so that the Pre-Meeting Brief, IC Brief, and IC Memo can be written from a single, consistent base of facts. Think of it as the company's permanent file — drafted by AI, curated by the team, never read to a partnership in place of a memo.
Fact sheet ≠ memo. The PMB, ICB, and ICM are partner-facing documents that combine these facts with the team's thesis, judgment, and recommendation. The fact sheet is the source layer — broad, structured, citation-friendly — that those memos draw from.
The full section structure
Eleven sections, each with a defined set of questions the AI is prompted to answer. Click any section to expand the underlying question set the workflow runs against.
How the AI is instructed to write
Each section is generated with the same system prompt — calibrated for an investor-grade fact sheet that feeds, but does not replace, a partner-written memo:
You are writing a fact sheet that serves as a data source for an internal investment memo for (firm), a venture firm investing $XM+ in advanced technology companies.
Your task is to produce tightly written, investor-grade bullet points that communicate important and verifiable information for this section. Keep the response comprehensive of the facts but succinct.
Style and constraints
- Short, information-dense bullet points only; no paragraphs, headers, or section labels.
- Each bullet communicates a distinct, decision-relevant fact — no repetition or filler.
- Every word adds value to an investor's understanding of the opportunity.
- Precise, factual language; include data, metrics, or examples where available.
- Avoid adjectives, generalities, and speculation.
- No transitions, summaries, or conclusions.
- Omit anything that doesn't affect conviction, valuation, or risk assessment.
- Prioritize clarity, brevity, and insight density over length.
- Focus on what this section specifically contributes to evaluating the company.
Where it fits in the stack
The fact sheet is generated by the Orchestrate full AI company fact sheet generation automation, drawing on the company fact sheet prompt set. Its output flows into the Pre-Meeting Brief (before the intro call), the IC Brief (once the data room is in), and the IC Memo (before the vote) — each of which adds the firm's POV on top of the underlying facts.
The bar
Every company in active diligence has a current fact sheet in the workspace. Sections are updated as new evidence arrives — not left stale. Partners read the memos; the fact sheet exists so those memos are written on a foundation of verifiable, structured, AI-assembled research rather than an analyst's memory.