ic-memo

Community

Draft IC memos quickly from due diligence.

Authorbrianping7
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Draft structured investment committee memos from due diligence and financial analysis, enabling clear, decision-ready recommendations.

Core Features & Use Cases

  • Standardized memo structure: Outputs a complete IC memo outline including executive summary, company overview, market context, financials, investment thesis, terms, and risk factors.
  • Input integration: Consolidates due diligence findings, financial models, and deal terms into a single document for IC review.
  • Use Case: Prepare IC materials for a potential PE deal, investor conference, or internal approval process.

Quick Start

Provide input data and trigger phrase to generate a complete IC memo for a given deal.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: ic-memo
Download link: https://github.com/brianping7/volc-financial-services-skill-sets/archive/main.zip#ic-memo

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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