Research Biotech Companies → Generate Investment Analysis → Create Investment Memo
Automatically research biotech companies, analyze their AI/tech acquisitions, and generate comprehensive investment memos for portfolio decisions.
Workflow Steps
Perplexity AI
Research biotech company profiles
Use Perplexity to gather comprehensive data on biotech companies including funding rounds, key personnel, technology focus, recent acquisitions, and competitive landscape. Create search queries for stealth startups and AI-focused biotech companies.
Claude AI
Analyze acquisition patterns and valuation
Feed the research data into Claude to identify acquisition patterns, calculate valuation multiples, assess strategic fit, and generate risk/opportunity analysis. Include prompts for comparing similar biotech deals and identifying market trends.
Zapier
Trigger memo creation workflow
Set up a Zapier automation that triggers when new research is added to a Google Sheet or Airtable. The trigger pulls the analysis data and initiates the memo creation process automatically.
Notion
Generate formatted investment memo
Create a structured investment memo template in Notion that automatically populates with the research findings, analysis, and recommendations. Include sections for executive summary, company overview, financial analysis, and investment thesis.
Workflow Flow
Step 1
Perplexity AI
Research biotech company profiles
Step 2
Claude AI
Analyze acquisition patterns and valuation
Step 3
Zapier
Trigger memo creation workflow
Step 4
Notion
Generate formatted investment memo
Why This Works
Combines AI-powered research with structured analysis to transform hours of manual work into automated insights, while maintaining the depth needed for investment decisions.
Best For
VC firms and investment analysts tracking biotech M&A activity
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