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".
Copy the install command and let the AI configure it · recommended for beginners
Please install the "ic-memo" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md 2. Save it as ~/.claude/skills/ic-memo/SKILL.md 3. Reload skills and tell me it's ready
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
Screen inbound deal materials and generate a one-page memo.
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