Investment memo drafting
Forward a virtual data room to Athena and receive a first-draft IC memo with every claim cited and deep-linked to the source page—turning a weekend of extraction into a weekend of judgment.
- Before
A virtual data room lands. An associate spends the weekend reading it and drafting the investment committee memo.
- What we did
Gave the diligence AOP a dedicated email address. Forward the virtual data room (VDR) link or the files to it.
- After
A first-draft IC memo comes back with a citation on every claim, deep-linked to the page in the source document. The associate spends the weekend on judgment instead of extraction.
The memo is a first draft. It does not know your thesis. It knows the documents.
Forward it. Read it. Decide.
Virtual data room to cited investment committee memo
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
“There's one thing that this platform did, which I've never seen any other platform do... it always keeps my continuity as I'm moving around... it automatically knows where all my documents are, knows where everything is, and knows where I was.”
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
“They said that the human cannot multitask, which is true, but Athena can. Without any issue. So I have on a regular basis four or five sessions open.”
“Wow. Athena is a beast. I have fourteen threads that are going in parallel.”
“I'm very excited. This is something that I have been piecemealing with the limited tools that analysts get... rather than me at nine PM getting a failure email and deciding I'll just do it myself.”
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
Verbatim from customer calls. Customers anonymized.
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