ic-memo-generator
Generates investment committee memos from due diligence artifacts
What this skill does
# IC Memo Generator ## Overview The IC Memo Generator skill creates Investment Committee memos by synthesizing due diligence findings, analysis, and recommendations into a comprehensive decision document. It ensures consistent, thorough IC presentations. ## Capabilities ### Memo Generation - Generate memos from DD artifacts - Apply fund-standard memo templates - Include all required sections - Support varying detail levels ### DD Synthesis - Synthesize commercial DD findings - Incorporate financial analysis - Summarize technical assessment - Include legal and management evaluation ### Investment Thesis Articulation - Articulate investment thesis clearly - Document key risks and mitigants - Present return expectations - Include recommendation and terms ### Supporting Materials - Generate appendix materials - Include key data exhibits - Attach DD backup documents - Create executive summary version ## Usage ### Generate Full IC Memo ``` Input: DD artifacts, deal parameters Process: Synthesize into memo format Output: Complete IC memo document ``` ### Create Executive Summary ``` Input: Full memo or DD findings Process: Distill to key points Output: One-page executive summary ``` ### Update Existing Memo ``` Input: Prior memo, new information Process: Update and highlight changes Output: Updated memo with change tracking ``` ### Generate Follow-Up Memo ``` Input: IC feedback, additional work Process: Address IC questions Output: Follow-up memo document ``` ## Memo Sections | Section | Content | |---------|---------| | Executive Summary | Deal overview, recommendation | | Company Overview | Business, market, team | | Investment Thesis | Why invest, key drivers | | Market Analysis | TAM, competition, trends | | Financial Analysis | Metrics, projections, valuation | | Risk Assessment | Key risks, mitigants | | Terms and Structure | Proposed deal terms | | Recommendation | Investment decision request | ## Integration Points - **Investment Committee Process**: Core memo skill - **All DD Processes**: Synthesize findings - **Deal Scoring Engine**: Include scores - **IC Presenter (Agent)**: Support presentation ## Memo Quality Criteria | Criteria | Description | |----------|-------------| | Completeness | All required sections addressed | | Accuracy | Data verified and sourced | | Clarity | Clear writing and logic | | Balance | Fair treatment of risks | | Actionability | Clear recommendation | ## Best Practices 1. Follow fund memo standards consistently 2. Lead with the investment thesis 3. Be honest about risks and uncertainties 4. Support claims with data 5. Anticipate IC questions
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