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.
中文简介正在准备中。当前显示英语简介。
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".
安装前可以查看交给 AI 代理的指令内容。
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
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Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
中文简介正在准备中。当前显示英语简介。
Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
中文简介正在准备中。当前显示英语简介。
Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
中文简介正在准备中。当前显示英语简介。
Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
中文简介正在准备中。当前显示英语简介。
Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
中文简介正在准备中。当前显示英语简介。
Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.
中文简介正在准备中。当前显示英语简介。