Solutions · Build

Memos, decks, data rooms and reports, delivered to your team

Hand Frank the research and he hands back the artifact: the investment memo, the investor update, the pitch deck appendix, the data room index. Your format, his sources.

Say what you need, who it is for, and when. Upload your template once. Frank pulls from your expedition, the live data and your uploads, and drafts in your format: the investment memo with the case for and against and the comps, the market slides and the one-pager, the data room index with the missing documents flagged, the weekly update written from what actually happened. Every number links to its source. If he cannot source it, he flags it instead of filling it in. Edit in place or ask for a rewrite, then export to PDF, slides or doc and share it with the team.

The slide that came back

Fictional. A founder two days out from a partner meeting, Tuesday 9pm: "Competitive slide and market-size appendix, in our template, by morning."

  • Wed 7am: Both in the inbox. 14 competitors mapped, market size built bottom-up with every input sourced.
  • Wed 10am: One rewrite asked for; one comp swapped. Done in minutes.
  • Wed 4pm: Data room index refreshed; two missing documents flagged.
  • Thu 9am: Meeting. Every number on the slide has a source behind it.

Agents: Frank works while you sleep

Standing orders scan the market, refresh scores and hunt new leads on schedule. Judgment calls wait in To Do for you.

Built overnight

Included in every seat. An analyst spends a week on the memo and a night on the deck. Frank drafts both overnight in your template, sourced on every line, for a handful of credits. See pricing →

Questions people ask about the work

Can Frank use our template?

Yes. Upload it once and every export follows it.

Will the numbers be right?

Every figure links to its source. If he cannot source it, he flags it instead of filling it in.

Can the team edit together?

Yes. Drafts live in the shared workspace; anyone on the seat can edit and export.

The future of venture work is here

Create your SummitPoint account in two minutes

Building is one job. See everything Frank does for startups → · for investors →