deal-memo-drafting

Draft structured decision memos from research findings, model reviews, and meeting notes.

4.4k|856|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/NateBJones-Projects/OB1 --skill deal-memo-drafting-natebjones-projects
Or copy as Structured Prompt for Agent
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Skill: deal-memo-drafting
Source: https://github.com/NateBJones-Projects/OB1/tree/main/skills/deal-memo-drafting
Command: npx skills add https://github.com/NateBJones-Projects/OB1 --skill deal-memo-drafting-natebjones-projects

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill converts scattered diligence materials — research findings, model reviews, meeting notes, and supporting documents — into a single, decision-ready memo while keeping evidence gaps and confidence levels explicit so recommendations do not overclaim.

Core Features & Use Cases

  • Structured memo drafting: Builds a clear memo spine with thesis, market and business summary, economics implications, risks, open questions, and a recommendation.
  • Evidence-first framing: Separates confirmed facts from inferences, preserves contradictory evidence, and signals confidence tied to evidence quality.
  • Integration-ready: Works with Open Brain for prior-note search and optional capture, and pairs with upstream synthesis or model-review skills for stronger inputs.
  • Use case: Investors or diligence teams drafting an IC memo or acquisition/partnership recommendation from an existing packet of research, financial review notes, and meeting output.

Quick Start

Draft an IC memo from the attached research summary, model review notes, and meeting outputs.

Frequently Asked Questions about deal-memo-drafting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft an investment memo from scattered diligence materials?

It builds a structured investment memo spine from existing research findings, model reviews, and meeting notes, separating confirmed facts from inferences while surfacing open questions and confidence levels tied to evidence quality.

Can I use this to create an IC memo from mixed-source evidence?

Yes, you can use this to create an IC memo from mixed-source evidence. It converts research summaries, financial review notes, and meeting outputs into a single decision-ready document designed for investment committees and partnership recommendations.

How does the decision memo separate confirmed facts from inferences?

The decision memo separates confirmed facts from inferences by applying evidence-first framing. It preserves contradictory evidence and explicitly signals confidence levels tied to evidence quality, ensuring recommendations do not overclaim based on available diligence materials.

What is the best way to structure an acquisition brief from research notes?

Structuring an acquisition brief requires organizing mixed-source evidence into a standardized memo spine covering thesis, market, business summary, economics implications, risks, open questions, and recommendation, which this Skill generates automatically from diligence packets.

Does the deal memo drafting process work with Open Brain for prior-note search?

Yes, the deal memo drafting process works with Open Brain. It can optionally query and capture context via Open Brain for prior-note search, and pairs with upstream synthesis or model-review skills to produce stronger memo inputs.

What should I do if my investment memo has conflicting evidence?

If your investment memo has conflicting evidence, this Skill preserves contradictory evidence rather than discarding it. It surfaces open questions and maps confidence levels to evidence quality so decision-makers can evaluate conflicting diligence findings transparently.