The missing piece for generating Memos, Decks and Models just dropped
I’ve covered workflows where ChatGPT or Claude synthesize diligence, generate memos, and structure models.
The catch: outputs stay trapped inside the chat window.
You still have to move content into its final format, fix layouts, wire up formulas, and rebuild charts.
Claude’s latest release removes that last-mile bottleneck.
Claude can now create and edit spreadsheets, documents, slide decks, and PDFs.
For the first time, you can prompt (and upload data) and get ready-to-use files in return.
In the demo above we gave Claude
A data room
Our firm’s investment memo template
A single prompt
And Claude was able to generate a ready-to-use investment memo that contained
Analysis and content for all the sections in our template
Inline charts and tables
Content and charts that matched our firm’s template (branding assets, color scheme, structure and formatting)
What file creation enables
Time-to-ship ≈ zero. Go from prompt → firm-ready files.
On-brand by default. Materials match your firm’s conventions—branding, structure, format.
Models that compute. Prompt → live, formula-driven workbooks.
Cross-format work. Transform a PDF into a deck. Upload a data room and get a structured investment memo.
Practical tips
Start from templates. Point Claude to your firm’s memo, deck, and model templates and have it edit those files directly.
Centralize prompts. Keep a prompt library (“IC memo,” “cohort model,” “market sizing deck”) so output stays consistent and workflows are repeatable.
Citations & assumptions. Require a references section plus assumptions, drivers, and known limitations at the end of each document.
LLMs already accelerated thinking. Native file creation accelerates shipping.
This is the first real example of fully automated, end-to-end knowledge work.

