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ic-memo

Draft investment committee memos for private equity deals, investments in privately held companies. Combine due diligence findings, financial analysis, deal terms, return scenarios, and risks into a structured document with a clear recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

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".

anthropics/financial-services
연동 도구Word
설치 방법 보기

이럴 때 유용합니다

  • Preparing approval materials for an investment committee
  • Combining due diligence findings into a deal memo
  • Comparing base, upside, and downside return scenarios
  • Documenting a recommendation and conditions for proceeding

포함된 파일(1)

  • SKILL.md2.9 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

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. 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

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