deal-memo-drafting

Draft structured deal memos from diligence materials with confidence levels.

Updated Apr 4, 2026

Search Tags:#recommendation #investment memo #deal memo #ic memo #diligence #open brain

Ready to run

npx skills add https://github.com/robwestz/ob1_workspace --skill deal-memo-drafting-robwestz

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: deal-memo-drafting
Source: https://github.com/robwestz/ob1_workspace/tree/main/skills/deal-memo-drafting
Command: npx skills add https://github.com/robwestz/ob1_workspace --skill deal-memo-drafting-robwestz

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill turns incomplete diligence into a clear, recommendation-ready memo without hiding evidence gaps or overclaiming conviction.

Core Features & Use Cases

Structured memo drafting: Produces deal, IC, partnership, board, or acquisition-style memos from existing research and supporting materials.
Evidence-aware reasoning: Separates confirmed facts, inference, unresolved questions, and confidence levels so the memo stays decision-useful.
Decision support: Helps investors and operators convert research findings, model review notes, and meeting outputs into a single coherent brief.
Optional context capture: Can pull prior Open Brain context and store the final recommendation summary when that workflow is available.

Quick Start

Use the deal memo drafting skill to draft an IC memo from this research summary, model review, and meeting notes.

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 existing diligence materials?▼

To draft an investment memo from existing diligence materials, compile your research findings, model reviews, and meeting notes. The skill structures these inputs into a decision-ready memo that clearly separates confirmed facts, inferences, open questions, and confidence levels.

How do I structure an IC memo to separate facts from inferences?▼

Structuring an IC memo to separate facts from inferences requires categorizing your diligence inputs into confirmed facts, unresolved questions, and stated confidence levels. This evidence-aware reasoning keeps the final brief decision-useful without overclaiming conviction.

What is the best way to turn research notes into a recommendation-ready memo?▼

The best way to turn research notes into a recommendation-ready memo is applying a structured drafting process that converts meeting outputs and model reviews into a single coherent brief. This approach highlights evidence gaps and open questions alongside the final recommendation.

Can I draft an acquisition memo using meeting notes and model reviews?▼

Yes, you can draft an acquisition memo using meeting notes and model reviews. The drafting process converts these operator and investor workflow inputs into a structured brief that maintains clear confidence levels and separates unresolved questions from confirmed facts.

Does deal memo drafting work without complete diligence data?▼

Deal memo drafting works without complete diligence data by explicitly highlighting evidence gaps and open questions. It transforms incomplete research materials into a coherent brief without hiding missing information or overstating the investment conviction.