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ic-memo

Create investment committee memos from structured private equity deal data.

Updated Jun 5, 2026
Search Tags:#financial analysis#private equity#deal approval#investment committee memo#memo creation
One-click install
npx skills add https://github.com/Duzhenyang111/stock_money --skill ic-memo-duzhenyang111
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ic-memo
Source: https://github.com/Duzhenyang111/stock_money/tree/main/financial-services-main/plugins/vertical-plugins/private-equity/skills/ic-memo
Command: npx skills add https://github.com/Duzhenyang111/stock_money --skill ic-memo-duzhenyang111

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies the creation of detailed investment committee memos, streamlining the process of preparing PE deal approval documents and ensuring comprehensive coverage of all necessary elements.

Core Features & Use Cases

  • Memo Creation: Draft a complete IC memo covering company overview, financial analysis, deal terms, returns analysis, and risk factors.
  • Input Collection: Gather essential data points such as company overview, financials, deal terms, and due diligence findings.
  • Output Formatting: Generate memos in Word document format or Markdown for quick review.
  • Use Case: Use this Skill to prepare a memo for a potential investment opportunity in a private equity context.

Quick Start

Run the ic-memo skill to create an investment committee memo for a private equity deal involving company XYZ.

Frequently Asked Questions about ic-memo

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

FAQPage Schema
How do I create an investment committee memo for a private equity deal?▼

An investment committee memo for PE requires structured inputs including company overview, financials, deal terms, and due diligence findings. This tool synthesizes these data points to generate a comprehensive document covering returns analysis and risk factors for deal approval.

What sections should be included in a private equity deal approval document?▼

A private equity deal approval document must cover company overview, financial analysis, deal terms, returns analysis, and risk factors. Incorporating structured due diligence findings ensures comprehensive coverage of all necessary investment elements.

Can I export the generated IC memo in Word document format?▼

Yes, the generated IC memo supports output formatting in Word document format or Markdown. This allows for quick review and professional distribution of the private equity deal approval materials.

What financial data is needed to draft a returns analysis for an IC memo?▼

Drafting a returns analysis requires structured financial inputs including historical financials and specific deal terms. The system combines these financial analysis data points with due diligence findings to project returns and assess risk factors.

Does this tool work for drafting memos from unstructured due diligence findings?▼

No, this tool requires structured data inputs for due diligence findings, company overview, and financials to automate memo creation. It synthesizes organized private equity deal data rather than parsing unstructured information into an investment committee memo.

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