Workflow
IC Memo Generation
Stop drafting from scratch. Ingest CIMs, management presentations, and internal models to automatically generate 40-page Investment Committee memos formatted exactly to your firm's standards.
How Underlying automates IC Memos
1
Data Aggregation
Underlying ingests the CIM, VDR index, financial models, and sponsor decks into an ephemeral, secure workspace.
2
Thesis & Risk Extraction
The engine extracts key value drivers, margin profiles, customer concentration risks, and management backgrounds across all files.
3
Template Integration
The extracted data is dynamically injected into your firm's native Microsoft Word template, matching your exact font, styling, and section headers.
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