Write Perfect M&A Memos in Word with o11

The Investment Committee (IC) memo is the culmination of weeks of due diligence. It must be comprehensive, persuasive, and error-free. But the process of writing it—synthesizing information from disparate emails, financial models, and meeting notes—is often a bottleneck.

o11 for Word acts as your intelligent drafting partner, accelerating the transition from raw information to polished prose.

From Scattered Notes to Structured Narrative

o11 lives in your Word sidebar, ready to weave together your deal assets.

The Workflow

1. Drafting the Executive Summary: Copy your rough bullet points and key financial highlights into the chat.

   “Draft an Executive Summary for ‘Project Apollo’. Position it as a market consolidation play. Highlight the $500M revenue opportunity and the 20% EBITDA margin expansion post-synergies.”

2. integrating Financials: o11 connects with your Excel models.

   “Insert a table summarizing the ‘Base Case’ P&L from the active Excel workbook. Add a commentary paragraph explaining the key revenue drivers.”

3. Risk Factors:

   “Draft a ‘Key Risks’ section based on the ‘Diligence Issues’ email thread I just pasted. Be balanced but persuasive about the mitigants.”

Why Use o11 in Word?

• Consistency: Ensure every memo follows your firm’s “Gold Standard” structure and tone.
• Speed: Reduce the time from “first draft” to “partner review” by 50% or more.
• Accuracy: o11 acts as a second pair of eyes, catching typos, grammatical errors, and inconsistent capitalization of defined terms.

Focus on the deal thesis. Let o11 handle the drafting.