ic-memo Skill
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 c Published by anthropics in financial-services.
What is ic-memo Skill?
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 c Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Writing
- Data analysis use cases
- Writing use cases
Technical details
- Install or run with Copy skill directory
When to use ic-memo Skill
- Use it for data analysis.
- Use it for writing.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md
What it does
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 c
Skill instructions
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, E
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Frequently asked questions
What is ic-memo?
ic-memo is a open-source AI agent skill with Copy skill directory. 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.
Who is ic-memo best for?
ic-memo is best for reusing agent instructions, scripts, and references, data analysis workflows, writing workflows.
How do I install ic-memo?
Install or run ic-memo using Copy skill directory. Check ic-memo for the latest setup command.
Is ic-memo actively maintained?
ic-memo may need a closer maintenance check before production use.
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