• DRAFT
  • DATA
  • HUMAN
  • READY

How to generate investment memos with your AI

Connect DeckMatch to your AI client to turn startup data into structured memos. Once connected, your agent handles the drafting based on specific submissions.

Ask AI about this page

Short answer

How can I use my AI to write investment memos?

Your agent uses DeckMatch to pull specific startup data and format it into a professional memo. You'll get a structured draft ready for your review. Here is the breakdown of what you get.

The memo outcomes.

What you get from the AI.

The agent processes raw data into these specific results.

DRAFT

Structured memo drafts

The AI organizes startup data into a standard investment memo format. You get a clean document that's ready for your final polish.

DATA

Accurate deal facts

The agent pulls specific numbers and details directly from the startup's submission. This keeps the memo grounded in the actual data provided.

HUMAN

Final review required

The AI handles the formatting and data extraction, but you must read through the draft to ensure it meets your investment standards.

READY

Review-ready text

The output is plain text that you can move into your internal docs or email. It saves you from manual copy-pasting from different fields.

The workflow

What your AI does when the data arrives.

The agent automates the heavy lifting of data retrieval and document assembly.

  1. Fetch submission data

    The agent looks up the specific details of a startup's application to get the facts.

    get_submission_details

  2. Draft the memo

    The AI takes that data and organizes it into a professional investment memo structure.

    generate_investment_memo

  3. Verify details

    The agent pulls the submission details again to ensure the draft matches the source data.

    get_submission_details

  4. Finalize draft

    The AI completes the memo generation process so you have a finished text block.

    generate_investment_memo

Try it

Copy these to start.

Use these prompts once you've connected DeckMatch to your agent.

Starting points

These are opening lines. Swap out the bracketed text with your actual submission IDs or startup names.

DeckMatch Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Nup7a9iBEEXveVorWbmtpbJ1ECda9zHWUApml3pE/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — DeckMatch capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "deckmatch-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Nup7a9iBEEXveVorWbmtpbJ1ECda9zHWUApml3pE/mcp"
    }
  }
}
Copy into chat04

  • Generate an investment memo for submission ID 9921.

  • Get the details for the fintech startup submission and draft a memo.

  • Using the data from submission 4402, create a structured investment memo.

  • Pull the submission details for the SaaS startup and write a draft memo.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DeckMatch once, then ask.

Click the link to connect the MCP to your client. Your credentials stay encrypted, and you can start prompting immediately.

Connect DeckMatch to your AI

FAQ

How this task behaves.

  • 01

    Can the AI decide which startups to invest in?

    No. The AI only organizes data into a memo. The investment decision is yours.

  • 02

    Does the AI edit my existing investment memos?

    No. The tools are designed to generate new drafts from startup submission data.

  • 03

    Can I use this with Cursor or Claude?

    Yes. It works with any MCP-compatible client.

  • 04

    Will the AI delete any startup data?

    No. The tools only read submission data and generate text; they cannot delete or modify your source data.

  • 05

    Does the AI send the memo to my team automatically?

    No. The AI generates the text for you to review, but it doesn't send messages or emails.

  • More questions about DeckMatch? The Connector page answers them. See everything the DeckMatch Connector can do

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