Days of analyst work delivered in hours, in your firm's exact format.
Upload your existing memos, models, and decks. Our AI learns your formatting, structure, and style. Every future output follows your firm's exact standards.
Upload your templates

Project Alpha Investment Memo.docx
2.4 MB

Project Beta Investment Memo.docx
2.1 MB
Select a template, upload your deal documents, and let the AI extract and analyze. Faster, more accurate, and formatted exactly how your firm expects.
Select report type

Investment Memo Template
Last used 2 days ago

Due Diligence Report Template
Last used 1 week ago
Every number links back to its source document. Review each section, verify citations, and approve or regenerate. Nothing goes out without your sign-off.
Section 5: Revenue
Download in Word or PDF, in your firm's exact format. The system learns from your edits and corrections, improving accuracy with each report you run.
Report Ready
Download in your firm's format

Investment_Memo_Final.docx
Microsoft Word format

Investment_Memo_Final.pdf
PDF format
Your data privacy and security are paramount.
Lucid Model is built with industry-leading, robust security measures.
All data encrypted at rest and in transit
We never store your deal data
Track every AI action and decision
Get in touch with us to schedule a demo or learn more about Lucid Model