Generates investment committee memos from due diligence artifacts
Installation
Details
Usage
After installing, this skill will be available to your AI coding assistant.
Verify installation:
npx agent-skills-cli listSkill Instructions
name: ic-memo-generator description: Generates investment committee memos from due diligence artifacts allowed-tools:
- Read
- Write
- Glob
- Grep
- Bash
- WebFetch metadata: specialization: venture-capital domain: business skill-id: vc-skill-031
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
- Follow fund memo standards consistently
- Lead with the investment thesis
- Be honest about risks and uncertainties
- Support claims with data
- Anticipate IC questions
More by a5c-ai
View allMonte Carlo simulations for exit scenarios, return distributions
Build and maintain requirements traceability matrices with bidirectional links and coverage analysis
Market intelligence aggregation skill for synthesizing market data from multiple sources
Seismic sales enablement platform for content and learning
