PE Investment Committee Memo Writer
Turns diligence, financial analysis, and deal terms into a structured memo for private equity investment committee approval.
The skill only drafts an investment committee memo; it does not execute transactions, make investment decisions, or operate external systems. It asks the user for inputs, requires balanced risk treatment, and says to ask for missing deal terms or returns rather than assume them, so external-impact risk is limited. Deductions apply because it does not specify sensitive-financial-data handling, data flows, isolation, final user confirmation, rollback, or source-attribution controls.
The workflow is internally consistent, moving from input collection to a nine-section memo structure, and it provides a basic missing-input behavior. Deductions apply because there are no tests, sample inputs or outputs, abnormal-data handling, calculation-validation procedure, or diagnostic failure messages; the static-review cap also prevents a score above 10.
The description clearly targets PE investment-committee materials, lists trigger phrases, identifies required inputs, defines the memo sections, and offers Word or Markdown output. Deductions apply because non-fit scenarios, trigger exclusions, role boundaries, Chinese-language support, and mainland-China network fit are not specified.
The document is organized progressively into workflow steps and standard sections, with page guidance, table requirements, risk disclosure, and template guidance. The repository supplies an Apache-2.0 license, contribution guidance, and plugin-validation CI. Deductions apply because the skill itself lacks versioning, changelog, named maintenance responsibility, dependency notes, FAQs, examples, and troubleshooting guidance.
The nine-section structure covers the core IC-memo task and requests balanced cases, tied financial tables, returns scenarios, risks, mitigants, and a clear recommendation, making the intended output materially useful. Deductions apply because actual Word-file generation is not demonstrated, the result depends on complete and accurate user data, and static review cannot verify direct usability; the static-review cap limits the score to 7 or below.
The skill contains auditable input, workflow, and output requirements, while the repository shows plugin-validation and secret-scanning CI. Deductions apply because those workflows do not cover the skill's key paths, and there are no committed skill tests, representative outputs, third-party execution records, or cross-source corroboration; the static-review cap limits the score to 5 or below.
- Do not treat the memo as investment, legal, tax, or accounting advice; a qualified professional must verify facts, sources, financial tie-outs, returns math, and risk conclusions.
- Confirm organizational confidentiality, access, and retention controls before providing financial, diligence, or management materials; the skill does not specify sensitive-data safeguards.
- If a .docx is required, confirm that the environment can actually generate it; the source only states the preferred format and provides no implementation or verification evidence.
What does this skill do, and when should you use it?
This skill drafts an investment committee memo for private equity deal approval. It gathers company, market, historical financial, management, transaction, diligence, value-creation, and scenario-return inputs. The output follows a nine-section IC memo structure covering the executive summary, company and market analysis, financials, thesis, deal structure, returns, risks, and recommendation. It emphasizes balanced presentation, explicit risks, tied financial tables, and questions for missing inputs instead of invented deal assumptions.
Collects the company overview, industry context, three to five years of historical financials, management assessment, price and financing terms, commercial and other diligence findings, a 100-day plan, and base, upside, and downside returns. Drafts a standard memo with sections for the executive summary, company overview, industry and market, financial analysis, investment thesis, deal terms and structure, returns analysis, risk factors, and recommendation. The documented default is a professionally formatted Word document, with Markdown available for quick review, and tables for financials and returns.
- A private equity team needs to consolidate diligence findings, transaction terms, and return scenarios for committee approval.
- A deal lead is preparing a formal write-up with the investment thesis, risks, mitigants, and recommendation.
- An investment team has historical financials and management assessment but needs them organized into a standard IC memo.
- A committee package must show base, upside, and downside cases while checking the consistency of returns assumptions.
What are this skill's strengths and limitations?
- Covers a complete IC memo structure from executive summary through recommendation.
- Requires both bull and bear cases, ranked risks, and mitigants.
- Calls for consistency checks across EBITDA bridges, sources and uses, and returns math.
- Supports a professionally formatted Word document or Markdown review draft with financial and returns tables.
- Provides no documented data-ingestion, valuation-calculation, or returns-modeling scripts.
- Depends on the user or prior session analysis supplying sufficiently complete inputs, and the source provides no specific platform test evidence.
- Does not document a standalone installation procedure or firm-template customization workflow for this skill.
- The output is analyst work product, not investment, legal, tax, or accounting advice, and requires qualified professional review.
How do you install this skill?
The repository contains multiple plugins and skills and does not document a standalone installation command for this skill. In Cowork, go to Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the required agents or verticals; alternatively, upload a zip of a relevant directory under plugins/. In Claude Code, add the marketplace with claude plugin marketplace add anthropics/financial-services, then install the required plugin. A command for installing only plugins/agent-plugins/valuation-reviewer/skills/ic-memo/ is not documented.
How do you use this skill?
After installation, enter “write IC memo,” “investment committee memo,” “deal write-up,” “prepare IC materials,” or “recommendation memo,” and provide the company, financial, diligence, deal-term, value-creation, and returns inputs. If key deal terms or returns data are missing, provide them when requested; the source does not document a specific template file or standalone command workflow.