Capnote’s one click memos automate the aggregation of updated company information and summarizes it into a concise report in a single click. This can save users up to one week’s worth of research time.

The best financial professionals and investors are constantly doing research and communicating their findings in reports or memos. In some cases, financial professionals are required to document their due diligence in the form of a report or memo for regulatory and fiduciary reasons.

For example, bankers are required to assess risk and update risk memos on a periodic basis or before completing new transactions. Financial professionals or investors may require such memos in order to understand a company better or prepare for a client meeting.