Pro+

Investment Memo Generator

The IC-memo generator is part of the Pro+ Investor Workbench.

Upgrade to Pro+ to generate full investment-committee memos:

  • Runs the 10-agent multi-agent diligence panel end to end
  • 5 specialist analysts → Bull/Bear debate → synthesizer verdict
  • Public tickers and tracked pre-IPO companies
  • Streams live, caches for 24h, shareable / exportable
Upgrade to Pro+ Use the free QoE analyzer
Investor Workbench / Due Diligence / Memo Generator · Pro+

Investment Memo Generator

Enter a public ticker or a tracked pre-IPO company and generate a full investment-committee memo. The generator runs the 10-agent multi-agent diligence panel — 5 specialist analysts (Market / Fundamentals / News / Sentiment & Flow / Risk), a Bull vs Bear two-round debate, and an Opus-4.7 synthesizer — and streams a structured memo with a BUY / HOLD / SELL verdict, scenarios, and key risks. Bring a Quality-of-Earnings schedule over from the free QoE Analyzer and it's carried into the memo; save the result to your Saved Reports. Pro+.

Imported Quality-of-Earnings schedule


    

      Carried over from the QoE Analyzer. It's included in the memo context and in anything you save below.
      
    

  


  
  

    
Generate a memo

    

      

        
        
      

      

        
        

          
          
        

      

      

        
        Runs ~50–70s · streams live · cached 24h · Pro+
      

    

    

  


  
  

    
How it works

    
One click triggers the multi-agent diligence pipeline:

    

      

        1
        
Context fetch + scoring

        
Pulls the company's profile, latest filings/news, and peer set — then the relevant scoring layer: the public 5-factor signal for tickers, or the QL 3-factor private scorecard (revenue trajectory · current valuation · market-growth opportunity) for pre-IPO names.

      

      

        2
        
5 analysts

        
Five specialist analysts run in parallel. Public: Market, Fundamentals, News, Sentiment & Flow, Risk. Private: Business, Market/TAM, Financials & Valuation, Investors, Risk.

      

      

        3
        
Bull vs Bear debate

        
A two-round Bull/Bear debate stress-tests the thesis from both sides before synthesis.

      

      

        4
        
Synthesizer verdict

        
An Opus-4.7 synthesizer writes the memo: thesis, scenarios, risks, and a verdict with conviction — BUY / HOLD / SELL for public tickers, COMPELLING / WATCH / PASS (driven by the 3-factor scorecard) for pre-IPO names.

      

      

        5
        
Review, save & share

        
Read each agent's brief inline, then save the memo (plus any imported QoE schedule) to your Saved Reports, or share / export it. Runs cache for 24h so same-day re-opens are instant.

      

    

  


  

    Educational tool for due-diligence research workflow. AI-generated memo content is an analytical aid, not a substitute for an IC's judgment, and not investment advice, a solicitation, or an offer. All committee decisions remain the responsibility of the firm; QuantLogix is not a registered investment advisor.