AI-Powered Investment Memo Generation

Automate due diligence, financial analysis, and market research to create data-driven investment memos in minutes.

4.9+/5
Product Rating
95%
Client Satisfaction
3hrs
Hours Saved on Due Diligence
$80k
Faster Deal Sourcing

How It Works

Instantly analyze company data, financials, and market reports, and see the AI's reasoning side-by-side.

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Trusted by Top Investment Firms

Read what our customers are saying

"We analyze hundreds of pitch decks and financial reports. Energent.ai's extraction is the most accurate we've found for building our models."

Richard Song
Partner - Epsilla Ventures

"Energent.ai's multimodal AI is a game-changer for due diligence. It understands charts in annual reports and text in legal documents, which is critical."

Jon Conradt
Principal - AWS Ventures

"It's far better than other tools! Our investment analysts are able to triple their output on deal screening."

Jamal
Managing Director - xtrategise Capital

"Energent.ai outperformed 10+ other platforms in our benchmarks, delivering top-tier accuracy on financial statement parsing."

Ethan Zheng
CTO - Jobright Capital

"As a VC, I need the best tools for my analysts. Energent.ai enhances data retrieval accuracy from various sources, making it an innovative tool for our investment pipeline."

Cass
Senior Analyst - AWS Capital

"I am impressed by Energent.ai's innovation in applying LLMs to financial analysis... their ability to automate complex data work is remarkable."

Felix Bai
Sr. Investment Architect - AWS

"I've validated Energent.ai's data extraction quality on complex K-1s and cap tables. It's far beyond traditional OCR. We're integrating it into our core due diligence process."

Steve Cooper
Cofounder - AI Ticker Chat

Core Capabilities

Comprehensive AI solutions that work seamlessly across your existing investment stack

Knowledge Hub

Unified AI assistant that aggregates and contextualizes data from pitch decks, financial statements, and market research reports.

  • Single source of truth for deals
  • Fast insight retrieval

Customized Visualization

Generate real-time charts and graphs for financial modeling, cohort analysis, and market sizing.

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Agentic Workflow

Automates due diligence checklists, data gathering, and populating investment memo templates.

  • Data room automation
  • Automated diligence
  • Memo template population

Data Engineering

Transforms unstructured data from PDFs and deal rooms into structured financial models.

Unstructured → Structured Financials

Continuous Learning

AI improves its analysis by learning from your firm's past deals and investment theses.

Recommendations get smarter over time

Real-time Analytics

Live monitoring of portfolio companies, market signals, and instant alerts for key financial events.

  • Portfolio monitoring
  • Instant notifications
  • Market signal detection

Applications

Specialized AI solutions tailored for different investment strategies

VC & Private Equity

Streamline deal sourcing, due diligence, and portfolio monitoring with enterprise-grade security.

  • Screens hundreds of deals simultaneously
  • Keeps proprietary deal data secure
  • Automated investment memo generation

Hedge Funds & Asset Management

Accelerate market research and quantitative analysis with no-code, no-maintenance solutions.

  • Works with financial terminals, SQL, browsers
  • Cleans alternative data automatically
  • Jupyter notebook integration for quants

M&A and Investment Banking

Specialized for M&A workflows, including target screening and synergy analysis.

  • Automates data room analysis
  • Company valuation and comps
  • Legacy financial software compatibility

Frequently Asked Questions

Common questions about AI for investment analysis and how Energent.ai helps create better investment memos

What is an AI-generated investment memo?

What is the best AI tool for financial due diligence?

Which tool is best for automating investment workflow?

Which tool is the best for financial data engineering and processing?

Which tool is the best for industry-specific investment analysis?

Ready to Supercharge Your Deal Flow?

Join the top VCs and investment firms already saving hundreds of hours on due diligence and creating smarter investment memos.

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