Vermetten Financing Desk
For the Vermetten financing desk, putting together an investment memorandum was a lot of manual work. Every client is different, and every financing has other options. We worked out that process and built it into software.
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From meeting to memorandum
- IntakeThe meeting with the client, as a recording, a transcript or entered by hand.
- DocumentsUpload annual accounts and figures. AI maps them to a fixed Dutch chart of accounts (RGS).
- ChecksThe system checks that the numbers add up and are complete.
- AssumptionsAI proposes them from the meeting. The adviser adjusts and confirms.
- CalculationA fixed calculation model makes the forecast and the balance sheet after the investment.
- MemorandumThe result as Excel and PowerPoint, from fixed templates.
Why the numbers are right
- AI never calculates. Every number comes from the calculation model or from the adviser.
- Every value traces back to the document and the page it came from.
- Same input, same result, to the cent.
- The data of each firm is kept strictly apart.
- The system makes a draft. The adviser decides.
Process first
Before we built anything, we worked out which steps come back every time and where the variants are.
The fixed steps are now in the software. The variants are the adviser's choices, with the reasoning attached.