Investment memo

Draft memos from diligence notes and company materials in your standard format.

After initial diligence, the notes, decks and data-room files need to become a memo. Hops drafts the investment memo in your standard format and cites the source for every claim.

How it runs: Ask Hops, with a skill so the output has the same format every time. No automation needed.

What it does

• Reads the deal materials. Hops uses the deck, data-room files and diligence notes in Google Drive or Dropbox, plus internal research in Notion and email threads in Gmail.
• Follows your format. Sections are thesis, market, team, product, traction, risks and ask, matching your template.
• Cites every claim. Each point names the diligence doc, call notes or data-room file it came from.
• Never invents metrics. Missing numbers are listed as open questions.
• Surfaces risks. Gaps and inconsistencies between sources are called out.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Draft the investment memo for Lumen from the deck and our diligence notes.

Write the market and competition sections for the Globex memo, with sources.

What are the biggest risks in the Acme data room that should go in the memo?

Update the Lumen memo with the latest numbers from the data room.

List the open questions we still need to answer before the Northwind memo is final.

Example reply:

Memo draft ready:

• Thesis, market and team drafted with sources.
• Financial summary from the data room.
• Risks and open questions listed; 3 metrics not yet verified.

What you get

• A draft in chat, in the same thread, in your memo format.
• A saved Doc, when you ask for one. Say “save this as a doc” and Hops writes the memo to Docs in the deal Space.

Connections needed

Connect these apps. Each card opens Connections in the app.

Google Drive

Data rooms and diligence notes (or Dropbox).

Notion

Internal research.

Gmail

Founder and advisor threads.

Set it up

1. Connect your apps

   Connect the apps above in Connections.

   See Connections.

2. Create the Space

   Create a deal-flow Space per deal in diligence and pin the memo template and thesis framework in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You draft investment memos in the firm's standard format (template in the Space Context document). Sections: thesis, market, team, product, traction, risks, ask. Cite the source (diligence doc, call notes, data-room file) for every claim. Never invent metrics.
   

   See Build a skill.

4. Ask

   Ask Hops in chat to draft the memo.