From Documents to Investment Memo in Minutes

    From Documents to Investment Memo in Minutes

    Select a template. Upload your documents (PPM, appraisal, etc.). Receive an investment memo in minutes.

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    Kolena

    Investment Memo

    Generate an investment memo from an operating agreement and supporting documents

    Provide an operating agreement and supporting documents to analyze

    Where should we email the generated Investment Memo?

    Your data is secure — we won't share it or train on it. Privacy Policy

    Trusted by Industry Leaders

    Real estate firms, insurers, banks, and financial institutions cut turnaround times by 95%+ with Kolena's AI-powered document automation.

    "Kolena has transformed how we process financial documents. The accuracy is unmatched, and extractions have been spot on. We've eliminated inefficiencies and replaced legacy OCR systems with a solution that delivers precision."

    Adam Yax

    Chief Information Officer · Loffa

    "Kolena is transforming how we handle time-consuming workflows. Consolidating many processes into one automation has been a massive improvement. The Kolena team has been incredibly responsive and developed tools that help us meet our goals."

    Kevin Kim

    Director of Client Engagement · Paragon Loan Advisors

    "Kolena's AI platform saved our team about four hours per lease—nearly $100,000 in efficiency gains. It made analyzing key provisions and verifying terms across 58 leases fast and effortless. A tremendous time-saver."

    Kristin Walker

    Senior Vice President, Real Estate Counsel · Essential Properties Realty Trust

    "Kolena has become a key part of our due diligence and investment memo process, helping us reduce manual effort and improve consistency across reports. Its customizable templates align with our standards and make outputs uniform with minimal edits."

    Matthew Mayer

    VP Due Diligence · SFA Partners

    ""Kolena improves our compliance reviews by catching detailed regulatory issues critical for housing compliance. It validates complex forms, cross-references multiple documents, and gives us confidence that nothing slips through the cracks.""

    Agnes Tsui

    Director of Compliance · EAH Housing

    See Everything Kolena AI Can Do for You

    Kolena can be fully customized to your workflows, policies, templates and documents. Let us show you how you can completely transform your investment memo generation with AI at scale. Schedule a demo.