AI investment analysis
Use Papermark AI as an AI investment analysis agent for CIMs and pitch decks in your data rooms. Generate summaries, compare opportunities and create investment memos in minutes instead of days.
Time to first memo
Minutes
Upload a CIM or deck and generate an investment memo in the same session.
Works with
CIMs, decks, models
Any investment document you already store in a Papermark data room.
Built for
Investors & analysts
Use as a copilot to accelerate analysis, not replace judgment.
From days of reading to minutes with an AI investment analysis agent
Traditional investment analysis means reading through hundreds of pages of CIMs, pitch decks and financial models to understand opportunities. With Papermark AI acting as an AI investment analysis agent, you can ask direct questions and get focused answers grounded in the exact documents inside your data room.
Instead of manually comparing multiple opportunities, you can ask the agent to summarize key metrics, compare business models or explain how one opportunity differs from another. Papermark AI cites the passages it used so your investment team can verify everything quickly.
Because Papermark is already your secure place for deal documents and data rooms, turning on the AI investment analysis use case is as simple as enabling Papermark AI on those links and folders.
Analyze faster
Get investment summaries and key insights in minutes instead of spending days on first-pass analysis.
Ask investment questions
Ask "What's the business model?" or "How does this compare to portfolio company X?" and jump straight to cited sections.
Generate memos
Turn AI answers into investment memos and comparable views that you can share with your team.
What an AI investment analysis agent can do on top of your data room
Summarize CIMs and decks
Ask Papermark AI to summarize a full CIM or pitch deck into a concise investment memo you can share with partners, including key metrics and business model highlights.
Compare opportunities
Compare multiple CIMs or pitch decks stored in Papermark and ask where business models, markets or financial projections differ across opportunities.
Generate investment theses
Turn AI answers into structured investment theses listing market opportunity, competitive position and key risks, all generated from documents already in your data room.
How to use Papermark AI as your AI investment analysis agent
Step 1
Upload or organize documents
Create a Papermark data room or folder for CIMs, pitch decks and financial models you want to analyze with AI.
Step 2
Open Papermark AI on a document
Use the AI sidebar to ask for a summary, key metrics or comparison versus other opportunities, and review the cited passages.
Step 3
Turn answers into memos
Turn responses into investment memos and comparable views for your team, then iterate with follow-up questions instead of re-reading entire documents.
See Papermark AI investment analysis agent in action
Chat with CIMs and pitch decks in your data room
Who uses Papermark AI as an AI investment analysis agent?
Venture capital firms
Speed up first-pass analysis of pitch decks and CIMs shared in data rooms, while keeping investment partners in control of final decisions.
Private equity teams
Use Papermark AI on deal documents to draft quick investment summaries and comparable views before deep analysis, keeping all activity tracked through Papermark analytics.
Corporate development
When evaluating acquisition targets, use the AI investment analysis agent to understand key business metrics and market position before talking to the deal team.