How Does Figma Rehearse Investment Memos With AI?

Praveer Melwani says people with finance backgrounds created a unique personality for each leader and packaged each one as a set of skills. They run investment memos past those skills so the memo is stronger before the leadership team sits down together.

The writers work in a document-oriented culture and produce investment memos and merger-and-acquisition memos. Readers sit on the leadership team or lead product. Themes repeat, the questions repeat, and leaders share a way of looking at problems, which is why each leader got a personality. In the demo, the group goes back and forth on what each leader would say, matching the interaction of an investment committee. The writer then sees which parts of the document to strengthen, where to do more diligence, and which questions come up over and over. The exchange reduces the cycle time spent sitting together.

Across many other areas of the work, the tools augment the work, replace parts of the workflow, and help people seek to understand and learn.