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.
How to use
- 1Add it in ChatGPT
Open PrefMark in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick PrefMark, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Where does my latest deal stand, and what is still open?”
- “What changed on my deals since I last looked?”
- “Save these call notes to the deal and update its diligence questions”