investment-memo

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Original

English

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Translation

Chinese

Investment Memo Skill

投资备忘录Skill

Overview

概述

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

我可以帮您针对不同场景撰写专业的投资备忘录（IC memos），包括风险投资、私募股权投资、对冲基金或内部投资委员会场景。我会构建投资论点、分析风险并提出清晰的建议。

我能做什么：

清晰构建投资论点
总结尽职调查关键发现
分析风险及缓解措施
呈现估值与回报分析
起草可执行的建议
按照投资委员会审阅要求格式化文档

我不能做什么：

开展首次尽职调查
提供投资建议类咨询服务
获取专有交易数据
替代专业投资判断

How to Use Me

使用方法

Step 1: Provide Investment Context

步骤1：提供投资背景信息

Tell me:

Type of investment (VC/PE/Public/Credit)
Company/deal overview
Investment amount and terms (if known)
Your firm's investment criteria

请告知我：

投资类型（VC/PE/公开市场/信贷）
公司/交易概况
投资金额及条款（如已知）
您公司的投资标准

Step 2: Share Due Diligence Findings

步骤2：分享尽职调查结果

Provide:

Company background and financials
Market and competitive analysis
Management assessment
Key risks identified
Valuation analysis

请提供：

公司背景及财务数据
市场与竞争分析
管理层评估
识别出的关键风险
估值分析

Step 3: Specify Memo Format

步骤3：指定备忘录格式

Standard IC Memo: Full formal memo
Deal Summary: 1-2 page overview
Quick Take: Brief investment thesis
Follow-on Memo: Update on existing position

标准IC备忘录：完整正式备忘录
交易摘要：1-2页概述
快速要点：简短投资论点
后续备忘录：现有持仓更新

Memo Structure

备忘录结构

VC Investment Memo

VC投资备忘录

1. Executive Summary
   - Company, stage, ask
   - Investment thesis in 3 bullets
   - Recommendation

2. Company Overview
   - Problem/Solution
   - Product and traction
   - Business model

3. Market Opportunity
   - TAM/SAM/SOM
   - Market trends
   - Timing

4. Team
   - Founders background
   - Key hires
   - Board/advisors

5. Competitive Landscape
   - Key competitors
   - Differentiation
   - Moat potential

6. Traction & Metrics
   - Key KPIs
   - Growth trajectory
   - Unit economics

7. Investment Terms
   - Round size, valuation
   - Pro-forma cap table
   - Use of funds

8. Risk Analysis
   - Key risks and mitigants

9. Recommendation
   - Investment decision
   - Ownership target
   - Value-add plan

1. 执行摘要
   - 公司、发展阶段、融资需求
   - 3条要点式投资论点
   - 建议

2. 公司概况
   - 问题/解决方案
   - 产品及业务进展
   - 商业模式

3. 市场机会
   - TAM/SAM/SOM
   - 市场趋势
   - 时机分析

4. 团队
   - 创始人背景
   - 核心招聘人员
   - 董事会/顾问

5. 竞争格局
   - 主要竞争对手
   - 差异化优势
   - 护城河潜力

6. 业务进展与关键指标
   - 核心KPI
   - 增长轨迹
   - 单位经济效益

7. 投资条款
   - 融资轮次规模、估值
   - 预计股权结构表
   - 资金用途

8. 风险分析
   - 关键风险及缓解措施

9. 建议
   - 投资决策
   - 目标持股比例
   - 增值计划

PE Investment Memo

PE投资备忘录

1. Executive Summary
2. Investment Thesis
3. Business Overview
4. Industry Analysis
5. Financial Performance
6. Management
7. Transaction Overview
8. Value Creation Plan
9. Financial Projections
10. Returns Analysis
11. Risk Factors
12. Recommendation

1. 执行摘要
2. 投资论点
3. 业务概况
4. 行业分析
5. 财务表现
6. 管理层
7. 交易概述
8. 价值创造计划
9. 财务预测
10. 回报分析
11. 风险因素
12. 建议

Output Format

输出格式

markdown

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markdown

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INVESTMENT MEMORANDUM

投资备忘录

[Company Name]

[公司名称]

Prepared for: [Investment Committee / Fund Name] Date: [Date] Prepared by: [Analyst Name] Classification: Confidential

呈送对象：[投资委员会 / 基金名称] 日期：[日期] 编制人：[分析师姓名] 保密级别：机密

EXECUTIVE SUMMARY

执行摘要

The Opportunity

投资机会

[2-3 sentence description of the company and investment opportunity]

[2-3句话描述公司及投资机会]

Investment Ask

融资需求

Metric	Details
Round	[Series X / LBO / etc.]
Amount	$[X]M
Pre-money Valuation	$[X]M
Our Investment	$[X]M for [X]%
Lead/Co-invest	[Lead / Co-invest]

指标	详情
融资轮次	[Series X / 杠杆收购 / 等]
融资金额	$[X]M
投前估值	$[X]M
我方投资	$[X]M，占股[X]%
领投/跟投	[领投 / 跟投]

Investment Thesis

投资论点

[Thesis Point 1]: [1-2 sentence explanation]
[Thesis Point 2]: [1-2 sentence explanation]
[Thesis Point 3]: [1-2 sentence explanation]

[论点1]：[1-2句话说明]
[论点2]：[1-2句话说明]
[论点3]：[1-2句话说明]

Key Risks

关键风险

[Risk 1]
[Risk 2]
[Risk 3]

[风险1]
[风险2]
[风险3]

Recommendation

建议

[INVEST / PASS / MORE DILIGENCE NEEDED] at $[X]M for [X]% ownership

[投资/放弃/需进一步尽职调查]，以$[X]M投资获取[X]%股权

1. COMPANY OVERVIEW

1. 公司概况

Background

背景

[Company history, founding story, key milestones]

[公司历史、创立故事、关键里程碑]

Problem & Solution

问题与解决方案

Problem: [What problem does the company solve?] Solution: [How does the company solve it?]

问题：[公司解决的核心问题是什么？] 解决方案：[公司如何解决该问题？]

Business Model

商业模式

[How the company makes money]

Revenue Stream	Description	% of Revenue
[Stream 1]
[Stream 2]

[公司盈利方式]

收入来源	描述	收入占比
[来源1]
[来源2]

Product

产品

[Description of product/service, key features, differentiation]

[产品/服务描述、核心功能、差异化优势]

2. MARKET OPPORTUNITY

2. 市场机会

Market Size

市场规模

Segment	Size	Growth
TAM	$[X]B	[X]%
SAM	$[X]B	[X]%
SOM	$[X]B	[X]%

细分领域	规模	增长率
TAM	$[X]B	[X]%
SAM	$[X]B	[X]%
SOM	$[X]B	[X]%

Market Trends

市场趋势

[Trend 1]
[Trend 2]
[Trend 3]

[趋势1]
[趋势2]
[趋势3]

Why Now?

为何是现在？

[Market timing thesis]

[市场时机论点]

3. COMPETITIVE LANDSCAPE

3. 竞争格局

Competitive Position

竞争定位

[How the company positions against competitors]

[公司相对于竞争对手的定位]

Key Competitors

主要竞争对手

Competitor	Funding	Strengths	Weaknesses
[Comp 1]	$[X]M
[Comp 2]	$[X]M

竞争对手	融资额	优势	劣势
[竞品1]	$[X]M
[竞品2]	$[X]M

Sustainable Advantages

可持续竞争优势

[Moat 1]
[Moat 2]

[护城河1]
[护城河2]

4. TEAM

4. 团队

Founders

创始人

Name	Role	Background	Equity
	CEO
	CTO

姓名	职位	背景	股权占比
	CEO
	CTO

Management Assessment

管理层评估

[Quality of team, gaps, hiring plans]

[团队质量、缺口、招聘计划]

Board Composition

董事会构成

[Current board, proposed board seat]

[现有董事会、拟新增董事席位]

5. TRACTION & METRICS

5. 业务进展与关键指标

Key Performance Indicators

核心绩效指标

Metric	Current	12M Ago	Growth
ARR/Revenue	$[X]M	$[X]M	[X]%
Customers	[X]	[X]	[X]%
[Key Metric]	[X]	[X]	[X]%

指标	当前值	12个月前	增长率
ARR/收入	$[X]M	$[X]M	[X]%
客户数量	[X]	[X]	[X]%
[核心指标]	[X]	[X]	[X]%

Unit Economics

单位经济效益

Metric	Value	Benchmark
CAC	$[X]
LTV	$[X]
LTV/CAC	[X]x	>3x good
Payback	[X] months
Gross Margin	[X]%

指标	数值	行业基准
CAC	$[X]
LTV	$[X]
LTV/CAC	[X]x	>3x为良好
回收期	[X]个月
毛利率	[X]%

6. FINANCIALS

6. 财务状况

Historical Performance

历史业绩

($M)	Year -2	Year -1	Current	Y+1 Proj
Revenue
Gross Profit
EBITDA
Net Income
Cash
Burn Rate

（单位：百万美元）	前2年	前1年	当前	未来1年预测
收入
毛利润
EBITDA
净利润
现金储备
每月烧钱率

Cash Position & Runway

现金状况与运营周期

Current cash: $[X]M
Monthly burn: $[X]M
Runway: [X] months

当前现金储备：$[X]M
每月烧钱率：$[X]M
可运营时长：[X]个月

7. INVESTMENT TERMS

7. 投资条款

Deal Structure

交易结构

Term	Details
Security	[Preferred / Common / Convertible]
Valuation	$[X]M pre / $[X]M post
Round Size	$[X]M
Our Investment	$[X]M
Ownership	[X]%
Board Seat	[Yes/No]

条款	详情
证券类型	[优先股 / 普通股 / 可转换债券]
估值	投前$[X]M / 投后$[X]M
融资轮次规模	$[X]M
我方投资	$[X]M
持股比例	[X]%
董事席位	[是/否]

Key Terms

核心条款

Liquidation Preference: [X]x [participating/non-participating]
Anti-dilution: [Broad-based weighted average]
Pro-rata Rights: [Yes/No]
[Other key terms]

清算优先权：[X]倍 [参与型/非参与型]
反稀释条款：[广义加权平均]
优先认购权：[是/否]
[其他核心条款]

Cap Table (Pro-forma)

预计股权结构表

Shareholder	Pre-round %	Post-round %
Founders
Existing Investors
Option Pool
This Round

股东	投前占比	投后占比
创始人
现有投资者
期权池
本轮投资者

Use of Funds

资金用途

Category	Amount	%
[Use 1]	$[X]M
[Use 2]	$[X]M
[Use 3]	$[X]M

类别	金额	占比
[用途1]	$[X]M
[用途2]	$[X]M
[用途3]	$[X]M

8. RETURNS ANALYSIS

8. 回报分析

Investment Scenarios

投资场景

Scenario	Exit Value	Multiple	IRR	Probability
Base	$[X]M	[X]x	[X]%	[X]%
Bull	$[X]M	[X]x	[X]%	[X]%
Bear	$[X]M	[X]x	[X]%	[X]%

场景	退出估值	倍数	IRR	概率
基准场景	$[X]M	[X]x	[X]%	[X]%
乐观场景	$[X]M	[X]x	[X]%	[X]%
悲观场景	$[X]M	[X]x	[X]%	[X]%

Exit Considerations

退出考量

Potential acquirers: [List]
IPO potential: [Assessment]
Timeline: [X-Y years]

潜在收购方：[列表]
IPO潜力：[评估]
时间周期：[X-Y年]

9. RISK ANALYSIS

9. 风险分析

Key Risks and Mitigants

关键风险及缓解措施

Risk	Likelihood	Impact
[Risk 1]	H/M/L	H/M/L
[Risk 2]	H/M/L	H/M/L
[Risk 3]	H/M/L	H/M/L

风险	发生概率	影响程度
[风险1]	高/中/低	高/中/低
[风险2]	高/中/低	高/中/低
[风险3]	高/中/低	高/中/低

Deal-Specific Risks

交易特定风险

[Risk specific to this transaction]

[本次交易特有的风险]

10. RECOMMENDATION

10. 建议

Investment Decision

投资决策

[INVEST / PASS / CONDITIONAL]

[投资/放弃/有条件投资]

Rationale

理由

[3-4 sentences summarizing why this is or isn't a good investment]

[3-4句话总结为何该投资可行或不可行]

Proposed Terms

拟议条款

Investment amount: $[X]M
Target ownership: [X]%
Board seat: [Yes/No]
Key conditions: [If any]

投资金额：$[X]M
目标持股比例：[X]%
董事席位：[是/否]
核心条件：[如有]

Post-Investment Value Add

投后增值计划

[How we can help the company]
[Strategic introductions]
[Operational support]

[我们可对公司提供的帮助]
[战略资源对接]
[运营支持]

Next Steps

下一步行动

[Action item 1]
[Action item 2]
[Action item 3]

[行动项1]
[行动项2]
[行动项3]

APPENDICES

附录

A. Detailed Financial Model

A. 详细财务模型

B. Customer References

B. 客户参考

C. Technical Due Diligence

C. 技术尽职调查

D. Legal/IP Review

D. 法律/知识产权审核

E. Background Checks

E. 背景调查

Prepared by [Fund Name] Investment Team This memorandum is confidential and for internal use only

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由[基金名称]投资团队编制 本备忘录为机密文件，仅供内部使用

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Tips for Better Results

优化结果小贴士

Provide all available data for more complete analysis
Specify your fund's criteria (stage, check size, sectors)
Include any concerns you want addressed
Mention comparable deals for benchmarking
Indicate urgency if timeline matters

提供所有可用数据，以获得更完整的分析
明确您公司的投资标准（阶段、投资规模、赛道）
列出您的顾虑，以便针对性处理
提及可比交易，用于基准对比
说明时间紧迫性（如有）

Limitations

局限性

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!

无法开展首次尽职调查
分析仅基于提供的信息
不能替代投资委员会的讨论与判断
可能无法反映最新市场数据
不构成投资建议

由Claude Office Skills社区构建，欢迎贡献内容！