deal-memo-drafting

What problem does it solve?

Converting fragmented research, model reviews, meeting notes, and supporting documents into a single, decision-ready memo is time-consuming and often hides evidence gaps; this skill shapes incomplete diligence into a clear recommendation while keeping uncertainty explicit.

Core Features & Use Cases

• Frame the decision: State the decision, audience, and required formality before drafting.
• Inventory evidence: Separate confirmed findings, inferences, and unresolved gaps so recommendations match the evidence.
• Build a memo spine: Produce thesis, market, business, economics, risks, open questions, and a recommendation with confidence signaling.
• Integrations: Optionally search prior context and capture final summaries using Open Brain to enrich or store the output.
• Use Case: Investors or diligence teams turning a research packet, model review, and meeting outputs into an IC memo or acquisition brief.

Quick Start

Draft an IC memo from this research summary, model review, and meeting notes.