Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
复制安装指令,让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "ic-memo" 技能: 1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md 2. 保存为 ~/.claude/skills/ic-memo/SKILL.md 3. 装好后重载技能,告诉我可以用了
Collect from the user (or from prior analysis in the session):
Standard IC memo format:
I. Executive Summary (1 page)
II. Company Overview (1-2 pages)
III. Industry & Market (1 page)
IV. Financial Analysis (2-3 pages)
V. Investment Thesis (1 page)
VI. Deal Terms & Structure (1 page)
VII. Returns Analysis (1 page)
VIII. Risk Factors (1 page)
IX. Recommendation
用于搭建并购交易增厚摊薄模型,评估EPS影响、协同效应与交易结构敏感性
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".