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Reengineering Investment Committee Memo Preparation with AI for Speed and Scale
Client Overview
A global private equity firm with over $100B in AUM was facing increasing pressure on its Investment Committee (IC) process. With over 100 active diligences underway annually, the traditional approach to memo preparation (manual, variable, and resource-intensive) had become a bottleneck.
Teams spent hours gathering deal data from Excel, models, CRM systems, and past materials. Narrative quality varied by team, consistency was hard to enforce, and critical deal metrics like IRR and MOIC were often not aligned at review time. The result was slower decision cycles, strained coordination, and risk of missing opportunities in high-speed auction environments.
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Published on:
February 3, 2026
Kairos
Investment Committee
Reengineering Investment Committee Memo Preparation with AI for Speed and Scale
Client Overview
A global private equity firm with over $100B in AUM was facing increasing pressure on its Investment Committee (IC) process. With over 100 active diligences underway annually, the traditional approach to memo preparation (manual, variable, and resource-intensive) had become a bottleneck.
Teams spent hours gathering deal data from Excel, models, CRM systems, and past materials. Narrative quality varied by team, consistency was hard to enforce, and critical deal metrics like IRR and MOIC were often not aligned at review time. The result was slower decision cycles, strained coordination, and risk of missing opportunities in high-speed auction environments.
Client Challenges
Manual Data Assembly
Each IC memo in private equity requires pulling data from multiple sources, like spreadsheets, CRM systems, past memos, and partner notes. The process was time-consuming, error-prone, and diverted deal teams from actual diligence and evaluation.
Inconsistent Narrative Structure
Memo quality varied significantly across teams. Key elements like deal rationale, commentary, and metrics lacked uniformity, making it harder for IC members to compare deals or assess risks at a glance.
Lack of Structured Insights
Decision-makers often lacked a clear, standardized view of IRR, MOIC, and key diligence findings at the point of review. Data silos and formatting inconsistencies made side-by-side comparisons difficult and time-consuming.
Delayed IC Readiness
The time and effort required to prepare a clean, review-ready private equity Investment Committee memo slowed down deal evaluations, creating drag in fast-moving auction processes and increasing the risk of missing high-quality investment opportunities.
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Brownloop Solution
To streamline and scale its IC process, the firm partnered with Brownloop to automate memo generation through the Kairos platform. The result was a consistent, intelligent workflow that delivered faster insights without compromising diligence depth.
Deployed IC Memo Generator Agent
The firm leveraged Kairos’s IC Memo Generator to fully automate memo drafting, pulling real-time data from multiple sources into a standardized narrative and format.
Integrated Structured Deal Data
The solution pulled from deal models, CRM inputs, prior memos, market comps, and partner notes, ensuring that each memo was complete, current, and contextually rich.
Delivered Consistent Memo Structure
Every output included IRR, MOIC, deal thesis commentary, and risk factors, presented in a standardized, IC-ready format that reduced back-and-forth and increased comparability across deals.
Seamless System Integration
Implementation was delivered with minimal disruptions, and Kairos by Brownloop was integrated directly into the firm’s deal workflow, reducing change resistance and improving process reliability.
Value-Driven Results
Reduced Memo Prep Time by 70%
Automation cut down manual drafting time dramatically, allowing deal teams to reallocate focus to evaluation, negotiation, and value assessment, not formatting.
Improved Accuracy and Consistency
Finance teams could verify IRR, MOIC, and other key metrics against live models, ensuring data integrity and consistency across all submissions.
Accelerated IC Review Cycles
Standardized private equity Investment Committee memo formatting and complete deal narratives enabled IC members to review faster, compare across deals more easily, and reduce delays in approval or feedback loops.
Enabled Real-Time Decision Support
Deal teams entered IC discussions with pre-populated, narrative-ready IC memos using AI—complete with risk commentary and comps—accelerating decisions on time-sensitive deals and improving the firm’s competitive edge in auction environments.
Scaled IC Process Without Headcount
The repeatable structure supported a growing deal pipeline without adding operational burden, future-proofing the firm’s ability to deploy capital at scale.
Conclusion
With Kairos, the firm turned a manual, variable IC process into a structured, scalable intelligence layer. What once relied on spreadsheets and team-by-team formatting is now a unified, AI-enabled workflow. The result: faster investment decisions, higher-quality IC memos for private equity, less operational drag on deal teams, and a repeatable process built to scale without additional headcount.
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