Plausity's IC Memo capability turns structured diligence findings across every workstream into a decision-ready first draft of the investment committee memo, with every claim traceable to the underlying evidence. Deal teams keep full control of judgement, recommendation and framing — Plausity handles the synthesis. The feature is currently being integrated with the wider Plausity workspace.
Request a demoAn IC memo is the primary decision document the investment committee reads before approving a transaction. Plausity's IC Memo turns your completed diligence — commercial, financial, tech, legal, tax, regulatory, cybersecurity, ESG and AI-impact — into a structured, decision-ready first draft. Every risk, mitigant, open question and supporting claim is anchored back to the underlying document, page and paragraph, so the committee sees not only what the deal team believes, but the evidence behind it. Plausity does not make the investment recommendation. It structures the material so your team can defend a high-conviction one.
Plausity turns findings, red flags, mitigants and evidence from every diligence workstream into a single structured IC memo draft — thesis, risks, mitigants, open questions and evidence pack — so the deal captain stops re-typing what specialists already delivered and starts pressure-testing the story the committee will actually challenge.
Nothing in the memo is a floating statement. Each finding, risk and figure carries a citation back to the underlying data-room document, contract, model or interview note — so the committee can jump straight to source, verify the claim and interrogate the underlying evidence rather than the wording of the memo.
Where a required document is missing, where evidence for a claim is thin, or where a workstream still has an open question, Plausity surfaces the gap directly in the memo draft. The committee sees residual risk and outstanding diligence — not a polished paragraph hiding it — so decisions get made with the uncertainty on the table.
Plausity produces a first draft, not a verdict. The investment recommendation, the deal thesis, the framing of risk appetite and the decision itself remain with your deal team, investment committee and advisers. The IC Memo speeds up preparation — it does not replace investment judgement, legal, tax or regulatory advice.
IC memo software is a tool that helps deal teams turn structured diligence findings into an investment-committee-ready memo. Plausity's IC Memo capability sits on top of completed diligence — commercial, financial, tech, legal, tax, regulatory, cybersecurity, ESG and AI-impact — and produces a first draft of the IC memo with every claim traceable to the underlying document, page and paragraph. It does not make the investment recommendation.
No. Plausity generates an IC-ready first draft that structures thesis, workstream findings, risks, mitigants, open questions and the underlying evidence pack. Framing, prioritisation, the final recommendation, financing structure and the investment decision itself stay with your deal team, investment committee and advisers. The feature is currently being integrated with the wider Plausity workspace.
The IC memo draft synthesises findings across commercial, financial, tech, legal, tax, regulatory & compliance, cybersecurity, organisation & compliance, ESG and AI-impact due diligence — whichever workstreams the deal team ran inside Plausity or connected as evidence. Each workstream contributes findings, risks, mitigants and open questions, and every claim is anchored back to its source.
A DD report documents what was investigated across each workstream and what was found. An IC memo is the decision document the investment committee actually reads: it converts diligence findings into thesis, risks, mitigants, residual risk and open questions the committee must engage with. Plausity keeps the DD evidence intact and produces the IC-ready synthesis on top of it — same underlying evidence, different decision layer.
Yes. Every finding, figure, risk and mitigant in the IC memo draft carries a citation back to the specific data-room document, contract, model, filing or interview note it is drawn from. Reviewers can jump straight to the source in one click, verify the claim, and challenge or extend it with their own judgement. The memo is not a black box.
Where a required document is missing, where supporting evidence for a claim is thin, or where a workstream has an open question, Plausity surfaces the gap directly in the IC memo draft. The committee sees residual risk and outstanding diligence — not a polished paragraph hiding it — so decisions get made with the uncertainty explicitly on the table.
Yes. Plausity's AI Q&A Assistant works across the IC memo draft, the underlying diligence findings and the supporting evidence, so the committee can conversationally interrogate specific risks, workstreams or claims and see answers grounded in the source. It does not replace committee judgement — it makes the material navigable.
It is built for the people who actually prepare and defend investment committee memos: deal captains, VPs and associates at private equity and growth equity funds, M&A advisory firms, investment-banking deal teams and corporate development teams. It is designed to compress preparation time, not to remove the deal team from the decision.
No. Plausity does not make investment decisions and does not issue an investment recommendation. It structures diligence into a first-draft IC memo with citations, surfaces material risks and evidence gaps, and preserves the audit trail. The final recommendation, the deal decision, the pricing, the financing and any legal, tax or regulatory advice remain with your investment team, committee and external advisers.
We used to spend the last two weeks of every deal cycle wrestling a memo out of ten different workstream decks. Plausity gives the deal captain a first draft on day one of IC prep — with every number linked to the source — so the discussion is about the deal, not the document.
Built for deal captains, investment committees and their advisers. Book a demo and see how Plausity's IC Memo fits into your workflow. Early access is available for select funds.
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