Draft investment memos
Structure and write an investment analysis — thesis, risks, returns — more efficiently.
Claude drafts the memo from your inputs: the thesis, the numbers, the risks and mitigants, and a recommendation — in your committee's format, leaving you to sharpen judgement rather than assemble structure.
Single model call (rung 2 of 6). Generate, extract, summarize, classify or translate. One request, one answer.
Not an agent: the sequence of steps is fixed in advance, so the whole path can be tested end to end.
- Autonomy: T1 · Draft
- Produces a complete output for a human to review and release. Human role: reviews every item and releases it.
- How it is governed
- Output schema validation. A human reads it before it counts.
- Anthropic (Claude Certified Architect – Foundations (CCAR-F))A single, well-prompted LLM call, which is often enough. source
- OpenAI (OpenAI agent guidance (Agents SDK, Codex, OpenAI Academy))One model request with clear instructions and context. source
- Google Cloud (Generative AI Leader)Prompt engineering: zero-, one- and few-shot prompting (exam §3.2). source
- Microsoft (AI-901 (Azure AI Fundamentals) and AB-100 (Agentic AI Business Solutions Architect))System and user prompts for generative AI models (AI-901). source
How Koko classifies AI · the full ladder is taught in AI & Agentic Delivery Foundations.
Try it
Illustrative demoA deal lead needs a first-draft IC memo before tomorrow's committee. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.
- Draft an investment memo for this opportunity: thesis, market, returns, risks/mitigants, recommendation.
- Stress the downside case and state what would change the recommendation.