In the fast-paced world of finance, time is money. Investment analysts are burdened with manually compiling research-intensive memos — a task that traditionally consumes up to 8 hours. DivamTech, a pioneer in Generative AI and intelligent agent development, tackled this inefficiency with a powerful AI Agent solution: the Investment Memo Generator.

🧠 The Problem

Investment firms often lose momentum due to the time-consuming process of drafting investment memos. Analysts sift through documents, perform deep analysis, and manually craft insights — a process riddled with redundancy and lost productivity.

🚀 The AI Agent Solution

Our AI agent autonomously generates detailed investment memos by aggregating and analyzing data from:

• Public financial documents

• LinkedIn and market data

• Company pre-diligence documents

• Internal knowledge bases

Using four specialized instances of Claude 3.5 Sonnet, this agent structures the memo into insightful sections, each with tailored prompts.

📊 Technology in Action

• Interface: Simple web-based form

• LLMs Used: Anthropic Claude 3.5 Sonnet (4 instances)

• Integration Points: Knowledge base, LinkedIn, document uploads, live web search

• Launch Time: Medium

🎯 Business Outcomes

• ⏱ Reduced memo creation time from 8 hours to just 15 minutes

• 💡 Analysts redirect focus to strategic decisions and investment analysis

• 📈 Higher throughput enables firms to evaluate more opportunities, boosting ROI

💼 Why DivamTech?

At DivamTech, we go beyond just building AI — we architect AI agents that think, act, and execute. From fintech giants to investment boutiques, our custom workflows empower organizations to convert manual processes into autonomous systems.

Whether you’re looking to deploy AI for compliance, reporting, or research — we should be your first call.