ic-memo

Original：🇺🇸 English

Translated

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".

3installs

Sourceanthropics/financial-services-plugins

Added on2026-05-23

NPX Install

npx skill4agent add anthropics/financial-services-plugins ic-memo

SKILL.md Content

View Translation Comparison →

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