How CFOs can decide better with AI
Create a deal memo with these 3 ChatGPT prompts.
What if you could double the clarity and cut the time in half you spend on your next investment memo or strategic deal analysis?
GPs and CFOs are more alike than you think.
Both are accountable for decisions that can change the trajectory of a fund or a business. Both must balance risk, tell a story with numbers, and build trust with stakeholders.
But nowhere is this overlap clearer than in the deal memo.
The document that turns gut feeling and raw data into a strategic, defensible recommendation.
Why Deal Memos Matter
A great deal memo does more than summarize a target or opportunity.
It is the sharpest snapshot of your thinking:
What are we buying or backing?
Why now?
What could go wrong?
How does this fit our overall strategy and liquidity plan?
For GPs like me, it’s the blueprint for every investment.
For CFOs, it’s the backbone of M&A, new ventures, or major capital projects.
But traditional deal memos are slow, manual, and, too often, painfully generic.
You spend days collecting data, weeks debating assumptions, and then wrestle with blank-page syndrome trying to write a memo that makes sense for your partners or board.
But there’s a better way:
You can use ChatGPT Team (SOC 2 Type 2 certified for security)
It can radically accelerate and sharpen every step.
Let’s break it down, step by step.