ic-memo

Draft structured investment committee memos from company, financial, and deal data.

26|2|Updated Apr 30, 2026
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill ic-memo-viviennamao
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ic-memo
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/vertical-plugins/private-equity/skills/ic-memo
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill ic-memo-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill streamlines the creation of investment committee memos, transforming complex due diligence findings, financial analysis, and deal terms into a structured, professional document.

Core Features & Use Cases

  • Structured Memo Creation: Automates the drafting of investment committee memos with a standardized format.
  • Input Integration: Collects user-provided data such as company overview, financials, and deal terms.
  • Use Case: Ideal for investment professionals needing to prepare memos for deal approval, investment committee meetings, or formal recommendations.

Quick Start

Generate an investment committee memo for a potential deal using the ic-memo skill with the following details: company name, industry, 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 for deal approval?

To draft an investment committee memo, input data on company overview, industry context, financials, deal terms, and due diligence findings. The skill synthesizes this data into a structured, professional document to facilitate deal approval and formal recommendations.

What is the best way to structure due diligence findings for an investment decision?

The best way to structure due diligence findings is to feed raw data on company overview, financials, and deal terms into a standardized memo format. This synthesizes complex financial analysis into a structured document, ensuring all critical investment decision criteria are clearly presented.

What data do I need to prepare before generating an investment memo?

Before generating an investment memo, you need to prepare data on company overview, industry, financials, deal terms, and due diligence findings. This information is required as input to synthesize a structured, professional investment committee memo for deal approval.

Can I automate investment memo creation for private equity deals?

Yes, you can automate investment memo creation by inputting deal-specific financials and due diligence data. The skill is designed for investment professionals to quickly generate standardized memos for private equity deal approval and formal recommendation writing.

Does this tool work for formal investment recommendations and committee meetings?

Yes, this tool works for formal investment recommendations and committee meetings. It is specifically designed to help investment professionals prepare structured memos that synthesize financial analysis and deal terms for formal committee review and approval.