You can now generate branded PDF whitepapers directly in Sacra Agent. Create a company brief to market an SPV allocation, explain a private company investment to a client, or prepare an investment committee pre-read, all using Sacra's private company research and data.
Sacra Agent pulls together company research, financial data, charts, and cited sources into a multi-page PDF that you can customize with your firm's logo, colors, disclosures, and preferred format.
Whitepaper generation is available in Sacra Agent on the web, over email, and in Slack.
Get started: Create a whitepaper with Sacra Agent →
Create whitepapers from a prompt
A lot of private markets investing and dealmaking involves putting together documents to share with other people.
If you're marketing an allocation in a private company, for example, you need something to send prospective buyers that explains the business, its revenue and growth, funding history, valuation, comparable companies, and the potential risks.
Putting that together means gathering research, pulling financial data, building charts, writing up the company, and formatting everything into a document.
Now you can ask Sacra Agent to create that whitepaper for you.
Try asking:
- Create a four-page whitepaper on Mercor to send to prospective buyers of my SPV allocation.
- Generate a client-facing investment brief on Zipline, using my firm's branding and approved disclosures.
- Prepare an investment committee pre-read on Higgsfield, including revenue, funding history, comparable companies, and key risks.
- Create an updated whitepaper on Atoms incorporating our internal research alongside Sacra's data.
Sacra Agent gathers the relevant research and data, organizes it into sections, generates charts, and assembles the finished PDF with citations and sources.
Whitepapers can include company overviews, key financial metrics, revenue and valuation charts, funding history, business models, market comparisons, and investment risks.
Customize your whitepapers
One of the biggest parts of the new whitepaper skill is customization.
Rather than producing the same report for every user, Sacra Agent lets you create whitepapers for your own firm, with your own branding, research, and editorial preferences.
You can customize:
- Branding: Add your firm's logo, brand colors, and visual identity.
- Content and structure: Choose which sections to include, what to emphasize, and how to organize the report.
- Research and data: Combine Sacra's private company research with your own documents, financials, and investment analysis.
- Charts: Include revenue, growth, valuation, and other financial visualizations using the relevant company data.
- Disclosures: Include your firm's existing, approved legal and compliance disclosures.
- Reusable formats: Save your preferred format and use it to generate whitepapers on other companies.
For example, a secondary platform can create a branded whitepaper on Mercor to accompany an allocation email, then use the same format to generate whitepapers on Anthropic, SpaceX, or other companies it's marketing.
Each report uses the underlying research and data relevant to that company, while keeping the platform's branding, format, and preferred structure consistent.
What you can create
The whitepaper skill supports a range of workflows across private markets.
- Deal marketing: Create company whitepapers for SPVs, secondary allocations, and other private company investment opportunities to share with prospective buyers.
- Wealth management: Generate branded company briefs explaining private investment opportunities to clients, with financial data, business overviews, and risks.
- Investment committee pre-reads: Produce consistent, sourced briefs across multiple companies for screening, diligence, and investment decisions.
- Portfolio reporting: Create standardized company updates for quarterly investor letters, board packs, and portfolio reviews.
- Branded research: Publish company and market whitepapers using your firm's branding for investor communications, newsletters, and content marketing.
The skill also works alongside Sacra Agent's existing deal email and investment memo skills.
You can start by generating a whitepaper on a company, then ask Sacra Agent to write the accompanying deal email or investment memo using the same research.
Instead of building each document separately, you can use Sacra's research and data to create the materials you need for a deal.
Getting started
Whitepaper generation is available now in Sacra Agent on the web, over email, and in Slack.
Start a new conversation, describe the company and the kind of whitepaper you want, and add your logo, branding, or other materials you'd like to include.
Sacra Agent will generate a PDF you can review, refine, and share.
Questions or feedback, email us at founders@sacra.com.
