1
2 Comments

Building an AI tool to auto-generate investment memos

Hey IH

I’m Matt, a real estate private equity guy turned indie builder. I recently started working on a new tool called DraftFlo — it uses AI to generate internal investment committee memos from deal docs like underwriting models, OMs, financials, and debt terms.

Basically, you drop in your files → get a clean, structured IC memo that matches your internal format.

I got tired of watching teams (including mine) waste hours every week rewriting the same narratives, formatting the same Excel tables, and scrambling to meet committee deadlines.

So far, I’ve:

  • Built the landing page and waitlist (📍draftflo.com)

  • Talked to a handful of folks in acquisitions

  • Started outreach to validate demand

Still super early, but trying to validate the pain and whether this is actually useful beyond just my own experience.

If you’ve worked in CRE/PE/VC — or just dealt with repetitive internal docs — would love your feedback.

Would you use something like this? What would you expect it to do?

Open to brutally honest takes. 🙏

posted toAvatar for product DraftFlo
DraftFlo
  1. 1

    Are you planning to support different memo styles or firm-specific formats from the start, or will there be a standard structure initially? Curious how customizable you’re aiming for early on.

    1. 1

      There is going to be a standard structure initially with the idea that as we build we will add the ability for firms to customize to the formats and structure that they want. However, the initial standard structure that we are using is going to be very comprehensive and all encompassing, which will still add utility as firms will be able to pull the stats/language and implement into their templates for the time being.