Drafting time, before and after
The hours go back to the decision the memo is for.
What the memos were for
Each one built from the firm's own files and saved where the team works.
- DOCXThe committee memo behind an investment decisionEverything the committee needed to decide, drawn from the whole data room.
- DOCXA trust memo, ready for partner reviewAn hour or more of typing, down to 10 to 15 minutes.
- BRIEFEach person's morning briefing, at FINdustriesBuilt from our task board and CRM before anyone asks.
“This is pretty freaking good.”
How Sofia builds a memo from the whole file
Your structure comes from approved past memos. Your people answer the questions and sign off.
- Day one
Sofia reads the whole file
Every document in the data room or engagement folder, plus interview transcripts from Zoom, Fireflies or Gong.
- Midway
Sofia asks what a partner would
Sofia puts structured questions to management or the partner and folds the answers into the draft.
- Delivery
A draft in your structure
Your headings, tables and tone, taken from approved past memos and saved to the deal folder for review.
One house standard for every memo
Pick the memo your partners like best. Sofia drafts every memo after it in the same structure.
Memos today
- Each associate starts from a different old memo
- Structure drifts from deal to deal
- The partner rewrites the same sections every time
Memos with Sofia
- One approved memo becomes the firm's skill
- Sofia drafts every memo in that structure
- The newest associate starts from the same standard
Drafted by Sofia, signed by your people
Your professionals keep the judgment, the client relationship and the final word.
- Sources behind the claims
- Figures and statements point back to the documents they came from.
- It knows your firm
- Sofia draws on your firm's memory, from past memos and decisions to how your team writes.
- Questions go to people
- Sofia asks management or the partner a structured question mid-task and waits for the answer.
- Approval before sending
- Any workflow that sends a message or writes to a client system can require approval.
- Final review stays yours
- A professional at your firm reads and signs off every memo before it goes anywhere.
Questions firms ask
Will the memo read like our firm wrote it?
Yes, once your structure is a skill. Start from an approved past memo or report, and Sofia drafts in its headings, tables and tone. Your professionals take each draft the rest of the way.
What does Sofia ask, and who answers?
Where the file leaves a gap, Sofia stops mid-task, asks a team member or management a structured question and waits for the answer. A committee memo can go through several rounds of questions before it's finished.
Which documents can Sofia read?
PDF, Word, Excel and PowerPoint files in Box, SharePoint, OneDrive or Google Drive, plus meeting and interview transcripts from Zoom, Fireflies or Gong.
Can we trust what the memo says?
Review it as you would a strong first draft from a senior associate. Figures and statements link back to their sources, and a person at your firm signs off before the memo goes anywhere.
Is the memo legal or financial advice?
No. Sofia drafts for your professionals. The recommendation, and the advice to the client, stay with your team.
Which memo is eating next week?
Score your firm to see which memos and reports Sofia should take first. Bringing it to every team? Talk to our team.