The Demo vs. The Memo: Why AI-Generated Investment Decks Fail Under Scrutiny

An AI-generated investment memo needs to preserve how each claim was established. Drawing on investment-committee experience, Shawn Chan argues that a polished presentation is insufficient when reviewers must defend a decision. An audited filing and an informal message should carry different evidential weight, while estimates should remain visibly distinct from facts through successive drafts.

His proposal also treats conflicting figures as a reason to investigate. Connecting each claim to its source and retaining its uncertainty gives reviewers something they can challenge, reconcile or approve.