Investment Memorandum & Pitchbook
Combines models, risk data, and comps to draft investment committee memos and client pitchbooks.
Publisher
Google Cloud
Industry Type
Financial Services
Connected Solutions & MCPs
FactSet
S&P Global
LSEG
Google Drive
Finance Research (1P, Google)
Obin Financial (3P, OBIN HOLDINGS INC.)
Product Details
Combines fundamental models, risk data, comps, and market views to draft internal investment committee deal memos, credit memos, and client pitchbooks. Operational impact: Reduction in time to extract key sentiment signals post-call.
Key Use Cases
Investment Committee Deal Memo Generation
Pulls fundamental models from Google Drive and combines them with real-time FactSet comps to generate comprehensive deal evaluation decks with automated sensitivity tables.
Client Pitchbook Production
Leverages the Obin Financial agent and S&P Global feeds to benchmark target firms against peer performance metrics, cutting pitchbook turnaround time for investment bankers.
Architecture Blueprint
💬Sample Prompts
- “ Analyze incoming Capital Markets datasets and generate executive summary.
- “ Execute verified multi-agent compliance evaluation for Investment Memorandum & Pitchbook.
- “ Synthesize key risk signals and dispatch automated remediation workflow.
🤖Sub-Agents
Finance Research (1P, Google)
Obin Financial (3P, OBIN HOLDINGS INC.)
🔌MCP Connectors
FactSet
S&P Global
LSEG
Google Drive
Explore detailed deployment path
Requires Gemini. Access integration prerequisites, specialized agent configuration guides, and implementation documentation.