ic-memo

Draft structured investment committee memos from due diligence and financial analysis.

Updated Aug 23, 2026

Search Tags:#memo #financial-analysis #due-diligence #private-equity #deal-documents #ic-memo

Ready to run

npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill ic-memo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: ic-memo
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/private-equity/ic-memo
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill ic-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about ic-memo

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

FAQPage Schema

How do I draft an investment committee memo from due diligence data?▼

Draft an investment committee memo by consolidating due diligence findings, financial models, and deal terms into a standardized outline. This process merges inputs into a professional, release-ready document for IC review.

What is the standard structure for a private equity IC memo?▼

A standard private equity IC memo includes an executive summary, company overview, market context, financials, investment thesis, terms, and risk factors. This structure enforces a complete, decision-ready recommendation format.

Can I generate IC-ready recommendations for internal approval processes quickly?▼

You can generate IC-ready recommendations rapidly for internal approvals by integrating due diligence and financial analysis. The output applies to PE transactions, board meetings, and deal evaluations in a formal release-ready format.

Does this approach work for consolidating financial analysis and deal terms into a single document?▼

This approach works by merging financial analysis and specific deal terms into a single, structured document. It enforces a standardized memo outline to ensure all critical investment details are formally consolidated for review.

What is the best way to prepare IC materials for a potential PE deal?▼

The best way to prepare IC materials for a PE deal is triggering automated generation from consolidated due diligence data. This enforces a standardized outline and outputs formal, decision-ready recommendations quickly.

When do I need a standardized memo outline for deal evaluations?▼

You need a standardized memo outline for deal evaluations when preparing formal recommendations for investment committee or board meetings. It ensures all financials, terms, and risk factors are structurally consolidated into a release-ready format.