ic-memo
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".
What this skill does
# 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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