ic-memo
The facts
Its description
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".
The description the agent reads to decide when to use it.
When it starts
A person working a private equity deal asks for a formal write-up of that deal for investment committee approval — an IC memo, deal write-up, or recommendation memo — and the agent picks this skill to draft the structured document.
Things a person might say (the model's guesses)
- “Write the IC memo for the Project Atlas deal.”
- “I need to prepare investment committee materials for the deal we've been diligencing.”
- “Can you put together a deal write-up with our recommendation?”
A model's summary of when it is used.
What leads to it
- valuation-reviewer calls this valuation-reviewer, line 29
Other skills that hand off to this one, call it, require it or offer it instead, as a model read them.
Licence
Apache-2.0, from LICENSE
The terms its author shares it under, which let it be shown here.
The text
Most marks come from matching words in the file, so treat them as pointers.
Investment Committee Memo
Raw lines 1 to 7Workflow
Raw lines 8 to 9Step 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. Recommendation
- Clear recommendation: Proceed / Pass / Conditional proceed
- Key conditions or next steps
Step 3: Output Format
- Default: Word document (.docx) with professional formatting
- Alternative: Markdown for quick review
- Include tables for financials and returns, not just prose
Important Notes
- IC memos should be factual and balanced — present both bull and bear cases honestly
- Don't minimize risks. IC members will find them anyway; credibility matters
- Use the firm's standard memo template if the user provides one
- Financial tables should tie — check that EBITDA bridges, S&U balances, and returns math is consistent
- Ask for missing inputs rather than making assumptions on deal terms or returns
From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.