Services/IM writing and investment review AI
AiD FinanceBeta
Every judgment around one deal, in one place
Upload materials and review, financials, risk, investment opinion, and investment review follow on the same evidence. People decide, and AI builds the ground for that decision.
CHAPTER 1
Service overview
The seat where an advisory broker writes the IM and the seat where an investor judges a received IM face opposite ways, but the work has the same skeleton.
1 deal = 1 IM
Data room, review, contract review, risk, and opinion attach to one deal, so every screen shows the same numbers.
Facts first
Extracts each value with the source sentence it came from. If the same item has two values, it is raised as a conflict.
Versions are immutable
Even when a person edits, it becomes a new version. You can trace what a decision was based on.
Expert meeting room
13 expert personas debate on that deal's materials and leave a report.
CHAPTER 2
Screen examples
Every number traces back to a page number. Without evidence, no deliverable is produced.
Facts — excerpted verbatim from the source
| Item | Value | Basis |
|---|---|---|
| Total project cost | KRW 185 billion | p.12 |
| Connected facility | 154kV | p.31 |
| Project term | 20 years | p.4 |
| DSCR (min) | 2 value conflicts | p.48 · p.77 |
Investment review stage 3 — a person decides
- Permit succession confirmed
- EPC credit rating confirmed
- Original fuel supply contract
- Insurance coverage terms
This is an illustrative screen.
CHAPTER 3
The flow of work
Brokers write the IM, and investors judge the IM they receive. One codebase, with the company as the boundary.
Broker — writing the IM
- 01
Upload file
Reads PDF, Excel, Word, and Hangul files page by page.
- 02
Fact extraction
Stacks labels, values, and source sentences as rows.
- 03
7 key reviews
Fills in business, technology, investment cost, revenue, raw materials, contracts, and permits.
- 04
IM document
Produces the summary, financing, and detailed versions.
Investor — investment judgment and review
- 01
Reading the received IM
Reverse-engineers the business overview, financial assumptions, and table of contents.
- 02
Separating claims from assessment
The IM's claims and our assessment are never mixed.
- 03
Risk and opinion
Produces a verdict, score, arguments for both sides, and preconditions.
- 04
5-stage investment review
Stage reports, condition tracking, and the final IC Memo.
- review areas
- 7key
- check items
- 36
- investment review stages
- 5
- Practical checklist per stage
- 30Item
Built-in framework
IM types open starting with the ones that have finished versions. Power project finance is open now; infrastructure, real estate, M&A, corporate bonds, and equity investment are planned.
CHAPTER 4
The line between AI and people
AI goes as far as review reports, drafts, and recommendations. Only values a person picked go into the decision field.
What AI does all the way
- Reading, summarizing, and classifying materials
- Review conclusions and draft opinions, with evidence only from that deal's materials
- Financial calculations are done by code, not AI
- Citations are always in [filename p.N] format
What people decide
- Stage decision: GO · conditional · hold · NO-GO
- Judging whether conditions are met
- Final approval
- Records who pressed it and when