AI Deal Approval Memo Drafter

WHAT IT DOES

AI Deal Approval Memo Drafter is a specialized AI agent that transforms deal details into comprehensive, structured approval memo drafts. When you provide transaction type, target company name, acquirer company name, deal value, strategic rationale, key financial metrics, and required approvals, the agent returns a complete memo draft. The output includes an executive summary capturing the transaction at a glance, strategic rationale explaining the business case in detail, financial analysis with key metrics and valuation highlights, a transaction structure overview describing the deal mechanics, risk assessment with identified risks and mitigation considerations, and clear approval recommendations for decision-makers. This helps investment bankers, corporate development teams, M&A professionals, and business leaders prepare compelling approval materials for boards and stakeholders.

HOW TO USE

Using the agent is straightforward. Open it in BotSurf by selecting it from your agent list or using the quick-launch menu. Paste your OpenAI API key once when prompted — the agent stores it securely in your browser's local storage for convenience. Describe your deal scenario by providing the transaction type, the target and acquirer names, the deal value, the strategic rationale, key financial metrics, and the required approvals. Press the "Draft Memo" button, and the agent generates your structured approval memo within seconds. Review the output, copy it, or use the "Use Page Selection" button to pull text from any highlighted content in the page for faster input.

WHAT IT SENDS

This agent sends exactly the text you type into the input box or the text you select from the page — nothing more, nothing less. It does not access your files, browser history, cookies, or any other data. It does not send metadata beyond what you explicitly provide. The only information transmitted to the AI service is your input text and your API key for authentication. Usage logs record run counts for billing purposes only; they do not store, log, or retain your deal details, financial metrics, or any part of your memo drafts. The agent only processes your request when you press the button, and no background data collection occurs at any time.

SUBSCRIPTION

AI Deal Approval Memo Drafter is available for $19.99 per month. New subscribers receive a 7-day free trial to evaluate the agent's capabilities and fit for their workflow. Each subscription includes 100 runs per month — sufficient for regular transaction and approval preparation workflows. Unused runs do not roll over to the next month. You may cancel anytime through your BotSurf subscription settings, and cancellation takes effect at the end of your current billing period.

THE PANEL

The agent runs in BotSurf's standard panel interface. Drag the panel to any position on your screen, snap it to the edge for a clean workspace, or collapse it to a compact icon when not in use. Press Escape to close the panel instantly. The panel remembers your preferred size and position across sessions, making it feel like a natural extension of your desktop.

PLEASE NOTE

AI-generated content can be incorrect, incomplete, or misleading. Always verify any deal approval memo draft, financial analysis, or risk assessment with qualified financial and legal counsel before submission to decision-makers. This tool provides analytical support and drafting assistance, not professional financial or legal advice on deal valuation, fairness, or regulatory approval outcomes. Users should consult qualified professionals for decisions affecting transaction execution and stakeholder approval.