Investment Committee Memo

Name: Investment Committee Memo
Availability: InStock
Author: Anthropic

Generate structured Investment Committee memos for private equity deal approval.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#financial modeling #due diligence #private equity #investment memo #deal memo #ic memo

Ready to run

npx skills add https://github.com/anthropics/financial-services-plugins --skill investment-committee-memo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Investment Committee Memo
Source: https://github.com/anthropics/financial-services-plugins/tree/main/private-equity/skills/ic-memo
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill investment-committee-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the drafting of comprehensive Investment Committee memos, streamlining the deal approval process for private equity firms.

Core Features & Use Cases

Structured Memo Generation: Creates a professional, multi-section IC memo based on standard PE formats.
Input Synthesis: Consolidates due diligence findings, financial analysis, and deal terms into a cohesive document.
Use Case: When a deal team needs to present a new investment opportunity to the Investment Committee, they can use this Skill to quickly generate a well-organized memo that covers all critical aspects of the deal.

Quick Start

Use the ic-memo skill to draft an investment committee memo for the deal.

Frequently Asked Questions about Investment Committee Memo

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

FAQPage Schema

How do I draft a private equity investment committee memo?▼

Draft a private equity investment committee memo by synthesizing user-provided due diligence, financial analysis, and deal terms into a structured document. The generated IC memo covers executive summary, company overview, industry analysis, financial review, investment thesis, deal terms, returns analysis, and risk factors.

What sections are included in a standard PE deal memo?▼

A standard PE deal memo includes an executive summary, company overview, industry analysis, financial review, investment thesis, deal terms, returns analysis, and risk factors. These sections ensure comprehensive coverage of the investment opportunity for committee approval.

Can I generate an IC memo automatically from raw due diligence findings?▼

You can generate an IC memo by inputting your raw due diligence findings, financial analysis, and deal terms. The Skill synthesizes these user-provided inputs into a cohesive, structured memo format to ensure factual accuracy and balance.

What is the best way to structure an investment thesis for an IC memo?▼

Structure an investment thesis for an IC memo by consolidating your financial analysis and due diligence into the predefined sections. The Skill requires user-provided inputs for the investment thesis section to ensure the rationale is factually accurate and balanced.

Do I need to provide financial modeling data to generate a returns analysis?▼

You need to provide financial modeling data and deal terms as inputs to generate the returns analysis section. The Skill does not calculate returns automatically; it synthesizes your provided financial analysis into the structured memo format.

What are the limitations of using automated tools for investment memo generation?▼

A key limitation of automated investment memo generation is that it requires user-provided inputs for all sections. It cannot independently verify data or generate original due diligence findings, ensuring factual accuracy relies entirely on the inputs you supply.