client-sourced-deal-review-memo

What problem does it solve?

Produces a structured, advisor-ready review memo for a family-office deal the principal sourced, so you can quickly capture the sponsor, structure, terms, conflicts, and a clear recommendation without re-deriving everything from scattered notes.

Core Features & Use Cases

• Client-sourced deal intake: Collects the minimal interview inputs needed to personalize the memo (deal name, sponsor, amount, structure, key terms, conflicts, and recommendation lean).
• Decision-oriented deliverable: Generates a single named artifact, including a markdown memo and an interview.json that preserves every advisor input for traceability.
• Confidentiality-first handling: Redacts sensitive identifiers before any external sink payloads (when enabled) and avoids logging interview answers or artifact contents at INFO level.
• Optional execution-pipeline publishing: Can optionally push the artifact and/or a follow-up task to configured external systems (SharePoint, Asana, Snowflake, Outlook email, Gmail, Google Calendar).

Quick Start

Ask an AI agent to run client-sourced-deal-review-memo and fill out the interview questions for your deal, then return the generated Client-Sourced Deal Review Memo artifact.