Approved login + annual firm plan required
Committee Note Builder
A governed research workflow for professional fund selectors
1. What it does
1
Upload
Add factsheets, DDQs, manager meting notes, report & accounts and fund presentation packs
2
Analyse
Our workflow checks documents, extracts key evidence and information
3
Structure
Evidence, gaps, risks and follow-up questions are organised
4
Draft
A committee-ready draft note is generated
5
Review
Review, refine and use in your investment process
From scattered research to a clearer committee discussion
Committee Note Builder brings your fund documents and meeting material together in one structured draft for professional review.
It shows what the evidence supports, makes missing information visible and surfaces the questions that still need answering, giving your committee a clearer place to start.
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Bring the evidence together
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Make gaps visible
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Trace the evidence
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Focus the discussion
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Save time
Use the Committee Note Builder
Committee Note Builder is a research structuring aid for professional users. Check the output against the original sources and apply professional judgement before use.
2. Why use instead of a generic LLM
Committee Note Builder
Guided workflow, not blank prompt boxes
Allocator grade, due-diligence structure
Document-controlled checks
Evidence vs assertion clearly separated
Follow-up questions and committee prompts
Consistent, repeatable output
Generic LLM
Open-ended prompt box
Output dependent on user prompting skills
May summarise without surfacing key gaps
Less consistent structure
Weaker audit trail
More manual judgements needed upfront
3. Key benefits
Saves analyst time
Improves consistency
Highlights research gaps
Supports committee preparation
Improves manager-meeting preparation
Creates clear evidence trail
4. What you get
Executive summary
Clear overview of the fund and key findings.
Investment case & strategy
Role, objective and philosophy accessed.
Evidence map
What is supported by documents vs manager views.
Risks & considerations
Governance, liquidity, capacity and behaviour.
Gaps & follow-up
Missing information and key questions.
Committee dicussion points
Structured for effective committee debate.
5. How it works
Play the video to see the Committee Note Builder in action
Sample output
See a real example of a Committee Note Builder draft
Designed for professional users. Research is free with an approved login. The Committee Note Builder is available via an annual firm plan.