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Each analyzed deck produces two documents: the investment memo, which is the analysis of the deal, and the research report, the supporting research on the company. Open either one from its tile in Analysis Memos. It opens inside StratEngine with a Contents rail, and Open in New Tab gives you a standalone copy to print or copy.

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Open a memo

The page is headed View Memo or View Research Report, and the document is labeled INVESTMENT MEMO or RESEARCH REPORT above its title.
An investment memo open in the app with Connect Destination and Open in New Tab on the right

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Inside the document

  • Contents: a rail of the document’s headings. Click one to jump to it; the rail highlights where you are as you scroll.
  • Text: select and copy text as in any web page, and use your browser’s find to search it.
  • Links: sources and other links open in a new tab, so you don’t lose your place.

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Open in a new tab

Click Open in New Tab for a standalone copy of the document. Its toolbar has: If nothing opens, your browser blocked the new tab. See Troubleshooting.

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Buttons beside the memo

What you see next to the document depends on your plan and whether you have an export destination: Without an export destination, a Connect an Export Destination to export the memo banner also appears above the document, on any plan. See Export memos before you click Export to Destination: it removes the memo’s contents from StratEngine.

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Exported memos

Once a memo has been exported, or was saved straight to storage when it was created, View Memo and the tile buttons open the file in your storage in a new tab instead of the in-app view. For memos exported to Google Drive, the in-app view can still load the document. If you see Error loading memo, please try again, click the message to go back to Analysis Memos, then open the memo from its tile.