Trusted by operators from the world's most productive companies

Trusted by operators from the world's most productive companies

Write an investment memo

Use AI to automate research and writing for Private Equity and VC.

Write an investment memo

Use AI to automate research and writing for Private Equity and VC.

Trusted by operators from the world's most productive companies

Write memos and reports with our Assistant, Herbie

As an investment professional in private equity or venture capital, you rely on consistent research and detailed memos to make informed decisions. However, collecting data, analyzing findings, and crafting personalized reports is time-consuming and manual.

That's why we created Agent Herbie - the AI-powered research assistant designed for investment pros like you. Agent Herbie automates the entire process from start to finish, saving you hours while producing customized deliverables.

Write memos and reports with our Assistant, Herbie

As an investment professional in private equity or venture capital, you rely on consistent research and detailed memos to make informed decisions. However, collecting data, analyzing findings, and crafting personalized reports is time-consuming and manual.

That's why we created Agent Herbie - the AI-powered research assistant designed for investment pros like you. Agent Herbie automates the entire process from start to finish, saving you hours while producing customized deliverables.

How to create a memo with AI?

Agree the scope

Establish the scope of work for research and your specific needs for the output by emailing your requirements to Herbie.

Herbie prepares a draft

Herbie takes your input, carries out the research, and produces a draft in line with the agreed deliverable.

Refine and review

Provide feedback to Herbie to expand the analysis, zoom in on salient points, or change the presentation.

Try it out

Hey Herbie,


Can you carry out research on Superhuman and write a memo for investment purposes?


Thanks

Deep research and smart writing

Herbie carries out research, sifting through materials that you provide and through a vast array of public data.

Research with intent

You can point Herbie to carry out specific web research. For example, you can ask him to collect product review information across a competitor set.

Critical analysis

You can use Herbie to critically evaluate your own work or the outputs he produces. Herbie has advanced reasoning skills and can capture trends and insights that are difficult to spot.

Output in your preferred format

Customize the structure and format of the memo you are preparing. Herbie can easily follow templates and write in your style.

Start now

Start now

Frequently Asked Questions

What is Agent Herbie?

How does Agent Herbie work?

What types of information does Agent Herbie provide?

How can Agent Herbie save me time?

How secure is the connection between my calendar and Agent Herbie?

Who can benefit from using Agent Herbie?

How does Agent Herbie differ from other research tools?

How do I get started with Agent Herbie?

Can Agent Herbie be integrated with other tools?

What kind of support is available if I have questions or issues?

What is Agent Herbie?

How does Agent Herbie work?

What types of information does Agent Herbie provide?

How can Agent Herbie save me time?

How secure is the connection between my calendar and Agent Herbie?

Who can benefit from using Agent Herbie?

How does Agent Herbie differ from other research tools?

How do I get started with Agent Herbie?

Can Agent Herbie be integrated with other tools?

What kind of support is available if I have questions or issues?