Automate Investment Memos
Terminal X helps analysts generate firm-specific investment memos 75% faster. Purpose built for Private Equity, Hedge Funds, and Asset Management teams.
Used by teams managing over $380B in AUM across Private Equity, Hedge Funds, and Asset Management.
Investment memo production has been the bottleneck. Until now.
Your analysts are manually pulling data across Bloomberg, data rooms, filings, and internal models then starting the memo from scratch. The insight is there but the workflow is slowing you down.
Manual data sourcing
Analysts spend hours piecing together fragmented data and context across Bloomberg, data rooms, filings, email threads, and internal models before writing a single sentence.
Endless reformatting
Upload your firm’s previous investment memo as template and the /report agent replicates your firm’s exact format, section structure, tone, and investment language. Every memo generated afterward matches your team’s expectations without reformatting.
Generic AI makes it worse
It doesn't know your firm's standards, your firm's template, or how your desk thinks about a position. You spend more time fixing the output than writing from scratch.
Speed determines outcome
While you’re manually aggregating data, your competitor using Terminal X is already finished with a presentation-ready memo.
From thesis to IC-ready memo without leaving your terminal
Terminal X doesn’t hand you a blank prompt and hope for the best. The /report agent reasons through your deal the way a senior analyst would, drawing on your firm’s institutional memory, 100M+ external sources, and your personal research context. All in one workflow.
Prompt your thesis and key considerations
Describe your deal thesis, the key investment angle, and any factors your team prioritizes: risk, returns, market dynamics, or deal structure. The /report agent is designed to process this the way a Wall Street analyst would, not a generic chatbot.
Upload your firm’s template
Upload your firm’s previous investment memo as template and the /report agent replicates your firm’s exact format, section structure, tone, and investment language. Every memo generated afterward matches your team’s expectations without reformatting.
The agent sources and verifies every figure with full transparency
The /report agent draws on Terminal X’s 100M+ public data sources, your firm’s indexed institutional memory, and your personal research threads from prior conversations in the platform. You can view Agent’s step-by-step reasoning with every figure traceable to the source.
Seamlessly go from investment research to report
Turn previous investment research threads with our /deep research agent into a report all within the same dialogue. This allows analysts to seamlessly transition between two modes all within the same terminal without having to jump back and forth between multiple tabs.
Download your submission-ready investment memo
Presentation-ready from the start, the report generates in a word file you can download, edit, and finalize.
How Terminal X transforms your firm’s investment memo workflow
Terminal X for Private equity
Terminal X ingests your deal data, maps it to your IC template, and returns a fully cited memo with financials, comps, thesis narrative, and risk factors.
- ●Buy-side investment committee memos for new platform investments
- ●Add-on acquisition memos with comparable company analysis
- ●Portfolio company update memos for quarterly LP reporting
Terminal X for Hedge funds
Terminal X pulls the relevant financials, catalysts, and risk factors in real time and produces a memo that reflects your fund’s framework ready for review.
- ●Long/short investment thesis memos with real-time data sourcing
- ●Position initiation and sizing memos for portfolio committee review
- ●Event-driven opportunity memos with catalyst tracking
Terminal X for Asset managers
Terminal X standardizes output quality across the entire platform, while preserving each strategy’s voice and investment framework.
- ●IC memos for new security additions across equity and fixed income strategies
- ●Quarterly portfolio review memos for investment committee and board
- ●Client-ready commentary with firm-branded formatting and consistent voice
Not another AI chatbot that writes generic memos
Unlike generic AI tools that don’t understand your firm’s edge, Terminal X was designed by Wall Street professionals and top AI engineers to replicate how analysts reason to produce hyper-customized output for your firm, your committee, and your investment process.
Wall St. reasoning architecture
The agent processes deals the way a trained analyst does, evaluating what matters, what to source, and how to frame the thesis. Not a generic LLM. Not a research aggregator. A purpose-built investment intelligence layer.
Firm-context awareness
Terminal X learns your firm's template, investment philosophy, and conventions. Every memo reflects how your team thinks, not how the average fund thinks. The output is hyper-customized from day one.
Full source auditability
Every figure, every data point, every claim in the memo is traceable to its original source. Your analysts can verify instantly. Your compliance team has a full audit trail. Your team can trust what's on the page.
Unlock a Sample Investment Memo
See what Terminal X memo actually looks like. No demo required.
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