Investors

AI investment memo writing and due diligence.

Giulio’s solution is tailored to the needs of investors by accelerating the due diligence process, enabling quick access to crucial information needed for investment decisions. For investors dealing with multiple stakeholders and detailed inquiries, Giulio simplifies and speeds up the decision-making process. By using AI to pull together data from various sources, automatically answering questions, and providing clear, traceable responses, Giulio helps investors stay informed and make confident, data-driven decisions. This allows investors to move swiftly, reducing the time to close deals and maximising their opportunities.

Outcome

We help investors unlock up to 30% more productive time by streamlining information gathering, reducing manual data analysis and investment memo writing.

How is it Done

Our AI-powered solution collects and analyses key documents from prospects, automatically generating investment memos and answering questions in real-time.

Result

This allows you to focus on evaluating opportunities and making faster investment decisions, leading to increased portfolio growth and competitive advantages.

Features

AI Knowledge Base

Every deal or transaction has its own knowledge base, where multiple sources and files are extracted and analyse.

Centralised Collaboration

Invite and collaborate with your team, other investors, and external consultants.

AI-Powered Smart Answering

The platform leverages AI to generate accurate responses to questions from your own templates by analysing internal data, uploaded documents, and external sources.

Real-Time Progress Tracking

Giulio offers real-time updates via Slack or email, ensuring that team members are informed of the status of each task without having to manually follow up. This improves efficiency and alleviates anxiety around missed deadlines.

AI-Generated Investment Memos

For Investment teams needing to present information to decision-makers or boards, Giulio’s AI-driven Investment Memo tools can automatically generate clear, concise text from the data collected. This ensures that the final Memo is brought faster to the decision makers.