IC Memo Drafting
Turns diligence and financial inputs into a structured IC memo.
The skill is limited to drafting an investment committee memo, performs no transaction or external action, and instructs the model to ask for missing inputs rather than invent terms, reducing overreach risk. It does not define sensitive financial-data handling, data flows, permissions, confirmation, rollback, or source-citation practices, so points are deducted.
The workflow, memo sections, input list, and consistency checks are internally coherent, and missing inputs are meant to stop unsupported assumptions. However, there are no skill-specific tests, abnormal-input handling, dependency notes, or diagnosable failure messages; static review does not support a higher score.
The audience, scenarios, trigger phrases, input fields, and output structure are reasonably clear. Non-fit boundaries, trigger exclusions, Chinese-language support, and environment-specific format capabilities are not stated, so points are deducted.
The document has clear progressive structure and includes workflow guidance, output formats, limitations, and repository-level Apache-2.0 licensing evidence. It lacks examples, FAQs, installation or dependency notes, versioning, changelog, and skill-specific maintenance ownership or update path.
The skill can organize diligence, financial, and transaction information into a structured IC memo with balanced risks, returns, tables, and a recommendation. The default DOCX output has no implementation or tooling instructions, and usefulness depends on complete user-provided data; static evidence cannot establish directly deliverable results.
The skill provides auditable input, section, and quality requirements, while the repository includes generic validation workflows. There are no committed tests covering this skill's key paths, representative outputs, third-party execution evidence, or corroborating sources, warranting only limited credit.
- Do not treat the generated memo as investment, legal, tax, or accounting advice; qualified professionals should verify facts, calculations, sources, and compliance.
- The skill does not specify confidentiality, least-privilege access, retention, or external data-flow controls for sensitive deal information.
- DOCX is the default output format, but file-generation capability and reproducibility are not specified; manually review and tie EBITDA, Sources & Uses, IRR, and MOIC.
What it does & when to use it
This skill drafts investment committee memos for private equity transactions. It organizes company, market, financial, management, deal-term, diligence, value-creation, and return inputs into an IC-ready document. The format is intentionally factual and balanced, with explicit treatment of risks, mitigants, and a recommendation. The default deliverable is a professionally formatted .docx, with Markdown as a faster alternative for review.
Collects company overview, market context, 3-5 years of historical financials, management assessment, deal terms, diligence findings, value-creation plan, and base/upside/downside return cases; arranges them into the standard IC sections: executive summary, company overview, industry and market, financial analysis, investment thesis, deal terms, returns, risks, and recommendation; keeps the financial and returns tables internally checkable; asks for missing inputs instead of filling them in blindly; produces either a polished .docx or a Markdown draft.
- A PE investment team needs diligence findings turned into approval materials for the investment committee.
- A deal lead has the company, financials, and terms and needs a structured recommendation memo for partner review.
- An analyst needs both bull and bear cases, with key risks and mitigants written into a formal memo.
- The firm already has a house IC template and wants the transaction facts populated into the standard sections.
Pros & cons
- Covers the standard IC memo structure end to end.
- Explicitly balances upside with risks and mitigants, which improves credibility.
- Uses tables for financials and returns, which fits formal approval materials.
- It depends on the user for deal facts and financial inputs; missing items are not auto-filled.
- The source does not show any external data connector or automated retrieval step.
- No firm-specific memo template is built in, so formatting may still need manual adaptation.
How to install
Install the private-equity vertical plugin that bundles this skill; the skill lives at plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md. The README documents repo-level installation and the existence of /ic-memo, but it does not provide a dedicated one-line installer for this single skill.
How to use
Trigger it with write IC memo, investment committee memo, deal write-up, prepare IC materials, or recommendation memo. Then provide the company overview, market context, 3-5 year financials, management assessment, deal terms, diligence findings, 100-day/value-creation plan, and base/upside/downside return analysis; if inputs are missing, it will ask for them rather than assume. Choose .docx or Markdown output as needed.