Abstract: Exemplary embodiments automate the production of memos in support of the due diligence process for underwriting. Target users may include investment bankers, financial analysts, and the like. The data collection process of supporting data for the memo may be automated thus improving efficiency in the creation of the due diligence memo. Both the collected data and memos may be stored in a database, enabling access at a later date and enabling the collected data from one memo, as well as other information from the memo, to be used for future memos. The data collection may be conducted from both structured and unstructured sources. The sources may be both internal and external sources. The external sources may be public data sources.

Abstract: Exemplary embodiments automate the production of memos in support of the due diligence process for underwriting. Target users may include investment bankers, financial analysts, and the like. The data collection process of supporting data for the memo may be automated thus improving efficiency in the creation of the due diligence memo. Both the collected data and memos may be stored in a database, enabling access at a later date and enabling the collected data from one memo, as well as other information from the memo, to be used for future memos. The data collection may be conducted from both structured and unstructured sources. The sources may be both internal and external sources. The external sources may be public data sources.