Key takeaways
- The committee workflow (memos, frozen packets, independent reviews and decisions) is planned for a later release.
- A memo draft is an AI suggestion that a partner edits. It never decides or recommends on its own.
- Frozen packets mean every member reviews the same version, even while the deal record keeps changing.
- In the pilot, the claim tracker and fit report already give you cited material to write the memo from.
Planned feature: not in Delsivo yet, and details may change before it ships.
What goes wrong when memos are written from memory
Memos are often written the night before committee, from notes, the deck and what the deal lead remembers from calls. Numbers get rounded, a disputed figure is quoted in its more flattering form, and the source for a key claim is a meeting nobody else attended. Members then argue about facts instead of the decision.
A memo that cites a slide, a timestamp or a document page for each material claim moves that argument earlier, to the analyst checking the claim, where it belongs.
What the committee workflow is designed to include
| Part | What it does |
|---|---|
| Memo draft | AI drafts sections from the deal's claims, fit report and requests, each sentence citing its source, for a partner to edit |
| Frozen packet | Fixes one version of the memo and evidence for the committee; changes create a new version |
| Independent reviews | Each member records a view before seeing anyone else's |
| Decision record | Who decided, what was decided and the reasons, kept with the packet version |
How to prepare investment committee memo drafts with pilot features
- 1Work the claim tracker until every material claim has a definition, a source and a label.
- 2Read the fit report for criteria still Unknown or Mismatch, and decide which belong in the memo's risks.
- 3Check request states, so the memo says plainly what the founder hasn't provided.
- 4Write the memo in your usual template, citing each claim by its source in the record.
- 5Record the committee's decision and reasons on the deal, so the audit history holds them.
Why independent reviews come before discussion
When members read a packet and speak in turn, the first view voiced tends to frame the rest. Recording each member's view before anyone sees the others keeps dissent visible, including the quiet member who would otherwise agree with the room. The planned workflow asks each reviewer to record a view on the frozen version before the discussion opens.
What AI does and does not do at committee
- Drafts memo sections with citations, marked as suggestions until a partner accepts them.
- Drops any quote it can't find in the source, rather than showing it.
- Never recommends invest or pass, never records a decision and never changes a deal's stage.
- Never writes to a founder. Every message is approved by a person.