ic-memo

Draft structured investment committee memos from due diligence findings, financial analysis, and deal terms.

1|Updated Mar 9, 2026
One-click install
npx skills add https://github.com/kiryteo/opencode-setup --skill ic-memo-kiryteo
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ic-memo
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/ic-memo
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill ic-memo-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Drafting investment committee memos is time-consuming and requires synthesizing due diligence findings, financial analysis, and deal terms into a cohesive, professional document.

Core Features & Use Cases

  • Automates the standard IC memo structure (Executive Summary, Company Overview, Industry & Market, Financial Analysis, Investment Thesis, Deal Terms, Returns, Risks, Recommendation).
  • Synthesizes due diligence findings, projections, and term sheets into a single memo suitable for investment committees and board reviews.
  • Use Case: A PE deal team uses it to produce IC-ready materials for deal approval, governance reviews, and external reporting.

Quick Start

Create a complete IC memo from provided due diligence, financials, and deal terms.

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 findings?

Draft an investment committee memo by synthesizing due diligence findings, financial analysis, and deal terms into a structured format. It enforces a complete memo structure covering executive summary, company overview, financials, risks, and recommendations.

What sections are included in a standard IC memo for private equity deals?

A standard IC memo includes executive summary, company overview, industry and market analysis, financial analysis, investment thesis, deal terms, returns, risk factors, and a clear recommendation. This structure supports formal PE deal write-ups and board reviews.

Can I automate board materials generation for deal approval using financial analysis inputs?

Yes, you can automate board materials generation by inputting financial analysis and deal terms. It produces IC-ready materials suitable for deal approval, governance reviews, and external reporting across multiple sectors.

What is the best way to structure deal rationale and investment thesis for an IC review?

Structure deal rationale by integrating due diligence findings and projections into a dedicated investment thesis section. This ensures consistent formatting and a clear recommendation for investment committees and formal board reviews.

Do I need prepared term sheets and financial projections to generate an investment decision memo?

Yes, providing prepared term sheets, due diligence findings, and financial projections is required. The tool synthesizes these inputs to generate a cohesive, professional investment decision memo for formal governance reviews.

Why does my deal write-up need industry and market analysis alongside financial returns?

Deal write-ups need industry and market analysis to provide context for financial returns and risk factors. Integrating these sections ensures a comprehensive investment thesis that supports formal recommendations to investment committees.