Agent skill · business finance · anthropics
ic-memo
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".
Why this skill is useful
Provides a structured template and specific content requirements for drafting investment committee memos that the AI wouldn't reliably generate on its own.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Investment Committee Memo Workflow Step 1: Gather Inputs Collect from the user (or from prior analysis in the session): Company overview and business description Industry/market context Historical financials (3-5 years) Management assessment Deal terms (price, structure, financing) Due diligence findings (commercial, financial, legal, operational) Value creation plan / 100-day plan Returns analysis (base, upside, downside) Step 2: Draft Memo Structure Standard IC memo format: I. Executive Summary (1 page) Company description, deal rationale, key terms Recommendation and headline returns Top 3 risks and mitigants II. Company Overview (1-2 pages) Business description, products/services Customer base and go-to-market Competitive positioning Management team III. Industry & Market (1 page) Market size and growth Competitive landscape Secular trends / tailwinds Regulatory environment IV. Financial Analysis (2-3 pages) Historical performance (revenue, EBITDA, margins, cash flow) Quality of earnings adjustments Working capital analysis Capex requirements V. Investment Thesis (1 page) Why this is an attractive investment (3-5 pillars) Value creation levers (organic growth, margin expansion, M&A, multiple expansion) 100-day priorities VI. Deal Terms & Structure (1 page) Enterprise value and implied multiples Sources & uses Capital structure / leverage Key legal terms VII. Returns Analysis (1 page) Base, upside, and downside scenarios IRR and MOIC across scenarios Key assumptions driving returns Sensitivity analysis VIII. Risk Factors (1 page) Key risks ranked by severity and likelihood Mitigants for each risk Deal-breaker risks (if any) IX. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/ic-memo--9e18e4