Quarterly Investor Letters demo
Drafts quarterly investor letters for hedge funds and boutiques from results and PM notes 1:31
What the demo shows
Drafts quarterly investor letters for hedge funds and boutiques from results and PM notes
The letter studio puts the letter on the page in the PM's voice, every figure underlined and tied, beside the PM's voice memo and the administrator's final results. Seven agents work around the team. The Intake agent gathers the estimate and final NAV, attribution, exposures, the memo, the notes and prior letters. The Drafting agent writes in the PM's voice from a profile learned from the PM's prior letters, linking each paragraph to the memo moment it came from. The Tie-out agent ties every figure, corrects memo approximations (seventy percent becomes 62%) and re-ties the whole cycle when a final NAV lands. The Continuity agent remembers what the PM told partners and asks when the draft is silent. The Marketing Rule agent decides which audiences make the letter an advertisement and builds the prospect version itself. The Translation agent writes each translated version with the same figures. The Distribution agent holds back unqualified prospects and releases only after two keys. IR drafts, the PM edits, the Fund CFO certifies, the CCO approves.
Transcript
- Quarterly Investor Letters. Drafts hedge fund letters to partners from results and PM notes.
- Sent to a prospect, a letter is an advertisement under the SEC marketing rule.
- Nora recorded an 11-minute memo.
- The agents drafted her letter in her voice.
- Every figure is tied.
- The memo said 70%, the book's 62%.
- When the final NAV arrived, all 38 figures were re-tied.
- five changed. The continuity agent caught silence on a July short and asked Nora.
- For prospects, the letter name's top winner, Corlin Biotech, at 62%.
- So the agent adds the five best, five worst, and every holdings contribution.
- CCO Marcus Feld checks the evidence and approves, a second key releases it.
- Every figure cited, every decision signed, and logged in one evidence pack.
- 40 letters a quarter, none on an estimate, and two hours of PM review.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.