Agent skill · business finance · claude-office-skills
investment-memo
Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.
Why this skill is useful
Provides structured templates and specific analysis frameworks for investment memos that the AI wouldn't generate reliably on its own.
What it needs
About 6k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.
What this skill does
Investment Memo Skill Overview I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations. What I can do: Structure investment thesis clearly Summarize key due diligence findings Analyze risks and mitigants Present valuation and returns analysis Draft actionable recommendations Format for investment committee review What I cannot do: Conduct primary due diligence Provide investment recommendations as advice Access proprietary deal data Replace professional investment judgment --- How to Use Me Step 1: Provide Investment Context Tell me: Type of investment (VC/PE/Public/Credit) Company/deal overview Investment amount and terms (if known) Your firm's investment criteria Step 2: Share Due Diligence Findings Provide: Company background and financials Market and competitive analysis Management assessment Key risks identified Valuation analysis Step 3: Specify Memo Format Standard IC Memo: Full formal memo Deal Summary: 1-2 page overview Quick Take: Brief investment thesis Follow-on Memo: Update on existing position --- Memo Structure VC Investment Memo PE Investment Memo --- Output Format --- Tips for Better Results 1. Provide all available data for more complete analysis 2. Specify your fund's criteria (stage, check size, sectors) 3. Include any concerns you want addressed 4. Mention comparable deals for benchmarking 5. Indicate urgency if timeline matters --- Limitations Cannot conduct primary diligence Analysis based on provided information only Does not replace IC discussion and judgment May not reflect latest market data Not investment advice --- Built by the Claude Office Skills community. Contributions welcome!
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills claude-office-skills/investment-memo