Memo and model, in agreement

The problem

Inconsistencies between the memo and the model get found in the meeting, by a partner.

How Plexii handles it

An IC desk with the model as a Spreadsheet, the memo as a Document and call notes; ask Plexii to check the memo’s figures against the model, with sources to verify.

This uses Plexii’s AI, which runs on Plexii credits or your own Anthropic key. How AI is paid for.

In short: Keep the memo, the model and the call notes on one desk, and ask Plexii where they disagree. Check every point against its source.

Step-by-step guides

• Spreadsheet widget
• Document widget
• See what Plexii read: the trace and citations

More on how Plexii fits this work: Venture capital and investment teams.

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