Private beta · by invitation

The Investment Memo that stays current.

Upload the deck. Reopen the same memo next week to see the stance, open questions, and what moved.

Built for a small group of early-stage investors. PrefMark is currently available by invitation while we work directly with our first design partners.

Request access See how it works

Brannoch Defense is a fictional company. Its people, customers and figures are invented for this sample.

Ask in ChatGPT or Claude. The change waits for you in PrefMark until you accept it.

Brannoch Defense is a fictional company. Its people, customers and figures are invented for this sample.

How it works

From the first file to your decision.

Drop in the materials, ask in the chat app you already use, and decide in one place. The memo stays current in PrefMark.

01

Drop in the materials

The deck, the model, your notes. PrefMark reads every file and writes the memo: a stance, the reasons and what is still open.

02

Ask in ChatGPT or Claude

Ask where a deal stands and the answer comes from your memo. A suggested change waits for your Accept in PrefMark.

03

Forward the founder’s email

Send it to your PrefMark address. It lands on the right deal, and you confirm with one tap.

04

Call notes arrive

After a Granola call, new figures show up as a suggested change beside what the memo says today.

05

Nothing changes until you accept

Compare the current text with the proposed one, then accept, edit or dismiss.

06

Diligence, written for you

Questions for the founder, drafted from the materials and grouped by topic, each with its source.

07

Every change on the record

Each edit keeps its source and its time. Restore any earlier version in one tap.

Works with ChatGPT and Claude, Granola, Notion, Google Drive™ and Gmail™.

On your phone

The same memo, on your phone.

Open a deal, see what moved and read the memo wherever you are. Accept stays one tap away.

  1. 01 / 04Start on TodayToday shows what needs you. Recent deals carry their stance.
  2. 02 / 04Open the dealBrannoch Defense opens on its stance, the next step and what is still open.
  3. 03 / 04See what movedSince last time says what changed since your last review, or that nothing material did.
  4. 04 / 04Read the memoTap a section, like the executive summary, and the Investment Memo opens right there.
Accuracy and privacy

Built to show its work.

  • Every claim says how well it is supported

    Founder-claimed, document-supported, externally verified, or missing. A number in a deck is never called verified.

  • Check it against the source

    Each conclusion points back to the material it came from, so you can read it yourself.

  • Your deals stay yours

    Deals are scoped to your account by the database, and files open through short-lived private links.

  • Nothing learned across customers

    Your deals never train the product or feed another customer’s view.

Built with a first group.

PrefMark is available by invitation while we work directly with our first design partners.

Private beta

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