Investment Workflow Tools
Professional-grade deliverables that transform biotech analysis into institutional investment documents
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Investment Memo Generator
🧪 Beta - Launching SoonGenerate comprehensive 15-25 page institutional-grade investment memos with executive summary, market analysis, financial modeling, risk assessment, and IC-ready recommendations.
Beta Release
Currently in beta testing. Features are functional but undergoing active refinement and improvements.
Key Features:
How to Use:
- Run a full multi-agent analysis on the /ai-projects/multi-agent-demo page
- After analysis completes, click "Generate Investment Memo" in the results section
- Wait 2-3 minutes while the system extracts and synthesizes all sections
- Download the professional PDF ready for IC presentation
Coming Soon
Tools in development
Financial Modeling Suite
🚧 Coming SoonAutomated DCF models, risk-adjusted NPV, scenario analysis, and comparable company valuations with Excel export.
Planned Features:
- •DCF analysis with WACC and terminal value
- •Risk-adjusted NPV for pipeline assets
- •Bull/base/bear scenario modeling
- •Sensitivity tornado charts
Competitive Benchmarking Engine
🚧 Coming SoonAuto-identify comparable companies and generate side-by-side competitive analysis with percentile rankings.
Planned Features:
- •Automatic peer identification (10-15 companies)
- •Multi-company comparison tables
- •Percentile rankings across key metrics
- •Competitive positioning matrices
Risk Scoring System
🚧 Coming SoonAutomated risk assessment across clinical, commercial, financial, IP, and regulatory dimensions with actionable insights.
Planned Features:
- •Multi-dimensional risk scoring (0-100 scale)
- •Automatic red flag detection
- •Risk matrix visualization (likelihood × impact)
- •Mitigation strategy recommendations
Deal Pipeline Dashboard
🚧 Coming SoonManage multiple investment opportunities with Kanban boards, stage gates, and portfolio analytics.
Planned Features:
- •Kanban board (Screening → DD → IC → Closed)
- •Deal cards with key metrics and status
- •Portfolio-level analytics and reporting
- •Resource allocation tracking
Due Diligence Checklist Tracker
🚧 Coming SoonComprehensive checklists for biotech DD with progress tracking, document collection, and completion status.
Planned Features:
- •Pre-built DD checklists by deal type
- •Item-by-item completion tracking
- •Document attachment and organization
- •Assignee and deadline management
Ready to Transform Your Investment Workflow?
Start with the multi-agent analysis system and generate your first institutional-grade investment memo in minutes, not days.
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