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AI Briefs for Investors — From Source Pack to Investment Memo

Turn diligence files, management notes and market reports into a reviewable investment brief. Compare the investment case, conflicting evidence and unresolved questions in one document; verify the underlying facts before an investment decision.

Start a Business brief Compare Business plans

An AI brief for investors is a draft investment memo, market assessment or diligence summary built around a defined deal question. Gixo Business organizes your supplied material into a brief with financial context, risks and a recommendation for review. Where the chosen recipe calls for citations, the model can cite uploaded files with numbered markers. Missing citations, unsupported interpretations and wrong source data still need an analyst to resolve.

Example Business brief document preview — Example market-research brief preview. Open the full image to inspect the document; it is not a verified investment recommendation.

What to supply before generation

Decide what the committee must resolve

Specify the transaction, stage, geography, valuation date and decision: proceed to diligence, request more evidence or decline. A market overview and an investment recommendation need different supporting material.

Supply the decision evidence

Attach the dated operating model, management presentation, customer or cohort data and market research you are entitled to use. Explain differences in reporting period, currency and definitions. A revenue spreadsheet and a management slide are not interchangeable evidence.

Name the unresolved questions

For example: does reported growth reflect recurring revenue, a price increase or one customer? Put those questions into the brief instructions so the draft has to address them rather than fill the space with sector commentary.

What to expect and how to review it

An IC memo you can inspect

Review the thesis, options, financial assumptions, downside risks and requested decision. Keep management assertions separate from independently checked evidence and from your own judgement.

A claim-by-claim review route

Check numbered markers and open the source files they refer to. Use the Evidence tab to locate sentences that need attention, then edit the brief itself. A passed wording match does not validate the valuation model or the management forecast.

A practical boundary

Gixo does not supply an investment opinion, validate ownership of an asset or replace commercial, financial and legal diligence. If the source pack omits churn, debt covenants or a customer concentration schedule, request that evidence instead of treating a fluent paragraph as the answer.

From a source sentence to a reviewed claim

Illustrative source: A supplied pilot report says: “18 of 24 invited teams completed the four-week pilot. No commercial renewal decision has been made.”

Draft sentence to inspect: “18 teams completed the pilot [1], demonstrating strong renewal demand.” The marker can lead to the report, but the report does not support the renewal conclusion. Keep the observed completion count; replace the unsupported inference with “Renewal intent remains untested.”

In Checks → Evidence: Inspect the claim-matching and citation findings, open the source, and edit the sentence in the brief. A missing-marker finding does not insert a reference for you. Even a matched sentence needs review of its meaning. This is a worked review example with invented data, not a customer result or a claim that this exact draft was generated.

See the Business editor and Evidence workflow · Review the product and plan boundaries

Questions to settle before you use the output

What should I check before sending the memo to an investment committee?

Confirm reporting dates, currencies, revenue definitions, cohort sizes and forecast assumptions against the original files. Verify the most decision-sensitive claims, review conflicting sources and identify missing evidence. Check figures inside tables separately; the paragraph-and-list repair stage does not cover them.

How are citations to my uploaded files created?

Upload source files and Gixo writes the brief to cite the claims and figures it takes from them, with numbered markers such as [1] and [2] and a Sources section listing those files. The writing model places the markers, so a sentence can go uncited: the Evidence tab in the brief editor lists up to five sentences that have none, for you to check, and adds nothing to the brief itself. A brief written without uploaded files has nothing to cite. Marketing and customer-facing formats such as social posts, press notes and email campaigns are written from your files without visible citations.

What do number checks and the Evidence tab actually establish?

Where a brief has sources - files you upload or connect, pages you add, or the search results web research drew on - a repair stage compares the figures in the paragraphs and lists of the draft, not its tables, with the numbers in those sources, and rewrites any sentence whose figure it cannot find there, substituting the source value or dropping the claim. That is reconciliation against your own sources, not an independent fact-check, and it is silent: nothing is marked up in the delivered brief, and a sentence it cannot repair, or a draft it cannot finish, keeps its original figures. For a brief written from sources you upload, the Evidence tab under Checks in the brief editor lists up to five sentences whose wording or figures it could not match to those sources, for you to check. It matches wording and exact figures, not meaning: a faithful paraphrase, or $8.1M where the source says 8,100,000, can fail to match while being true, so an unmatched sentence is a place to look, not an error, and a matched one is not confirmed either, because this is a comparison with your own sources, not a fact-check. It reads only part of a long source (24 passages of up to 1,600 characters), cannot see web research, so for a brief with web research turned on the list is advisory, and it checks the draft as generated, not your later edits. Treat every figure as needing review until you have confirmed it at the source.

How are regulatory references handled?

In the optional Rules or standards panel you can name the jurisdiction, the laws or standards, and specific references such as GDPR Article 30, one per line. The brief is shaped around them, for structure and required disclosures, and ends with a Regulatory / Normative References appendix listing what you named. Gixo does not look clauses up or map requirements to them for you, and the appendix is not a source for factual claims in the brief.

Does a passed check remove the need for review?

The source forecast and verification gate are review aids, not independent fact-checking. Reviewers must confirm important claims, figures, assumptions, and recommendations against authoritative sources.

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Updated 21 September 2026