Professional Deliverables

Investment Workflow Tools

Professional-grade deliverables that transform biotech analysis into institutional investment documents

Available Now

Start using these tools today

Investment Memo Generator

🧪 Beta - Launching Soon

Generate comprehensive 15-25 page institutional-grade investment memos with executive summary, market analysis, financial modeling, risk assessment, and IC-ready recommendations.

ℹ️

Beta Release

Currently in beta testing. Features are functional but undergoing active refinement and improvements.

Key Features:

16 professional sections (Executive Summary, Company Overview, Market Analysis, etc.)
Institutional quality suitable for IC presentation
Data-driven with metrics, financials, and market data
Professional PDF export with proper formatting
Valuation analysis with multiple methodologies
Risk matrix and mitigation strategies

How to Use:

  1. Run a full multi-agent analysis on the /ai-projects/multi-agent-demo page
  2. After analysis completes, click "Generate Investment Memo" in the results section
  3. Wait 2-3 minutes while the system extracts and synthesizes all sections
  4. Download the professional PDF ready for IC presentation
⏱️ Time: 2-3 minutes generation time
📄 Formats: PDF, Markdown
Try Beta Version

Coming Soon

Tools in development

Financial Modeling Suite

🚧 Coming Soon

Automated 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
Coming Q1 2026

Competitive Benchmarking Engine

🚧 Coming Soon

Auto-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
Coming Q1 2026

Risk Scoring System

🚧 Coming Soon

Automated 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
Coming Q2 2026

Deal Pipeline Dashboard

🚧 Coming Soon

Manage 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
Coming Q2 2026

Due Diligence Checklist Tracker

🚧 Coming Soon

Comprehensive 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
Coming Q2 2026

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.

Start Analysis