Draft the information memorandum and investor presentation from source files
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Build a first-draft IM structure and slide outline from the provided financials, business description and risk list, and flag claims that have no source on the file.
- What the lawyer must review
- Trace every financial and business claim to a source
- Remove overstatement; it is a disclosure problem in every market
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.