Deal memos and diligence
PrefMark keeps an Investment Memo current for every deal you are evaluating. Ask where a deal stands, what changed since you last looked, which diligence questions are still open, and how well each figure is supported. You can also add deals and meeting notes, record diligence answers, and rewrite a memo section in plain language. PrefMark polishes the wording without changing facts, applies it once you approve, and keeps every version so you can undo or restore. New figures or a changed stance from a founder email wait for your review in PrefMark.
When connected to PrefMark, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. PrefMark’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more