ic-memo

Drafting an investment committee memo involves integrating due diligence findings, financial analysis, and deal terms into a structured recommendation package. It synthesizes your inputs into formal sections like executive summary, investment thesis, and risk factors.

A professional IC memo typically includes an executive summary, company overview, industry and market analysis, financial analysis, investment thesis, deal terms and structure, returns analysis, risk factors, and a clear recommendation.

Yes, you can generate investment recommendations using Taiwan stock terminology. The Skill writes in Traditional Chinese and prioritizes Taiwan stock framing, including TWSE MCP terminology guidance for localized output.

To ensure consistent returns modeling and financial tables in a deal evaluation, the Skill enforces factual consistency across tables and assumptions, linking returns analysis directly to your provided financial history and deal terms.

If you have missing inputs for transaction evaluation, the Skill is designed to request the missing data instead of inventing deal or return assumptions. This ensures your returns analysis and risk assessment remain factually grounded.

Yes, the IC memo drafting process includes both bull and bear cases for risk assessment. It frames balanced arguments, ranks specific risk factors with corresponding mitigants, and emphasizes factual evidence across the investment proposal.