Note Creator

Transform deal packs into committee-ready notes

Streamline diligence with automated note creation that reads every file a manager provides, extracts each fact with its source and drafts a complete investment note for your team to review and approve.

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How it works

From upload to approval in six steps

01Upload the packDecks, PPMs, MIS, models, audited accounts, reference notes. PDF, PPTX, XLSX, DOCX and scans.

02Classify and parseEach file is identified, split into sections and read. Scans go through OCR.

03Extract factsEvery figure is stored with its file, page or cell, and a confidence score.

04Analyst reviewFees, liquidity terms, OCR'd tables and judgement calls always go to a person.

05Draft and checkThe draft is written from confirmed facts. Any number without a source is rejected.

06Approve and exportA named approver signs off. Export to PDF, Word or a web page.

Interactive demo

Experience Note Creator

Select a sample deal pack and run it through the platform. Select any reference in the draft to see exactly where the figure came from.

Pipeline

CREDIT_FUND

Classified 6 files1 scan sent to OCR

Parsed 274 pages, 18 sheetsPPM split into 9 sections

Extracted 247 facts229 auto-confirmed

18 facts sent to analystfees, gates, OCR tables

Drafted 12 sections1 discrepancy flagged

Grounding check42 of 42 figures traced

Deal pack

6 files

PPTXMeridian_FundIII_Presentation.pptxPresentation

PDFMeridian_FundIII_PPM.pdfPPM

XLSXInvestor_MIS_Q2_2026.xlsxInvestor MIS

PDFAudited_FY19-25.pdfAudited · OCR

XLSXReturn_buildup_model.xlsxModel

DOCXReference_calls.docxReferences

Extracted facts

247 facts

Field	Value	Source	Status
Target net yield	10–11%	deck s.6	Confirmed
Management fee	1.25%	PPM p.61	Analyst
Redemption gate	25% / qtr	PPM p.74	Analyst
Realised loss rate	0.4% p.a.	MIS F14	Confirmed
First-lien share	98.6%	analytics p.4	Confirmed
FY20 net return	7.1%	audited p.12 (OCR)	Analyst

Draft note

AI draft · awaiting approval

Meridian Senior Lending Fund III

Evergreen, senior-secured direct lending targeting a 10–11% net yield with quarterly redemption after a 12-month soft lock. Management fee is 1.25% on NAV and redemptions may be gated at 25% a quarter.

Across Funds I and II the realised loss rate averaged 0.4% a year, with 98.6% of the book first-lien. The only stress year was 2020, when Fund I returned 7.1%.

Discrepancy: the return model implies 11.1% for FY25 but the investor MIS reports 11.6%. Resolve before the track-record section can publish.

●42 of 42 figures traced. No figure was generated by the model.

Templates

Purpose-built templates for every asset class

Funds are assessed on their manager and direct deals on the asset itself. Each template adapts the structure, metrics and risk framework to the opportunity.

CREDIT_FUNDPrivate credit fundNet yield, loss rates, first-lien share, gates and income projection.

PE_FUNDPE or VC fundTVPI, DPI and IRR by vintage, PME, and the capital-call schedule.

DIRECT_VENTUREStartup or SPVARR, retention, runway, entry valuation, dilution and the total-loss case.

DIRECT_BUYOUTBuyout or co-investEntry multiple, debt package, value-creation bridge and exit cases.

REAL_ASSETReal estate and infrastructureCap rate, DSCR, WAULT, tenants, LTV and valuation date.

SECONDARYSecondariesDiscount to NAV, NAV staleness, look-through and remaining unfunded.

LIQUIDPublic fundsA short note on costs, tracking, drawdown and overlap with existing holdings.

Enterprise-ready

Built for institutional diligence

Drive consistency and confidence across every note with controls designed for investment committees and the teams that support them.

Cross-document checks	Reconciles the model against the MIS and the audited accounts, and flags every mismatch.
Publication blocks	A note cannot be exported without terms, fees, risks and a recorded IC decision.
Audit trail	Source files, extracted facts, edits, approver and the locked version are kept together.
Workspace isolation	Your packs and notes are visible only to your organisation.
Your branding	Notes export with your firm's name, logo and disclaimers.

Pricing

Plans for every investment team

Starter

$750 / month

10 notes a month
3 seats
All templates
PDF and Word export

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Team

$2,400 / month

50 notes a month
10 seats
Your branding on exports
Review workflow and audit log

Request a demo

Enterprise

Custom

Unlimited notes
SSO and data residency options
Custom templates
Dedicated support

Talk to us

Indicative launch pricing in USD, excluding VAT. Additional notes at $60 each.