AI Integration for Pitch and Memo Automation

Customer: AI | Published: 23.10.2025

Add AI-powered modules to the existing web platform to enable automated pitch creation and investor memo (IM) generation with integrated document handling. Required features: AI Pitch Creation for Founders: Founders can enter or modify company data through a chatbot-style interface that updates or adds details dynamically. AI then generates a complete pitch deck based on the data. AI Investor Memo Generation: For investors, the platform should generate a detailed IM using both structured founder data and uploaded documents. Document Reading from Dataroom: Enable the IM generator to analyze uploaded files such as term sheets, due diligence reports, and other investment documents, extracting relevant insights automatically. Chatbot Integration: Build a conversational AI assistant that allows both founders and investors to interact with their data—make edits, add information, or request regeneration of pitch/IM. Workflow Integration: Connect these new features with existing modules for pricing, subscriptions, and user roles without altering the current backend logic. Deliverables: Fully functional modules integrated into the existing system with API endpoints, secure document handling, and clean UI integration.