Investment Committee Memo

Draft structured investment committee memos from due diligence and financial analysis.

Updated May 6, 2026

Search Tags:#financial-analysis #due-diligence #investment memo #investment-committee #deal-terms #pe-deal

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npx skills add https://github.com/nvmohinani/financial_services --skill investment-committee-memo-nvmohinani

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Investment Committee Memo
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/agent-plugins/valuation-reviewer/skills/ic-memo
Command: npx skills add https://github.com/nvmohinani/financial_services --skill investment-committee-memo-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Drafts a structured investment committee memo for PE deal approval by synthesizing due diligence findings, financial analysis, and deal terms into a professional recommendation package that speeds governance review.

Core Features & Use Cases

Structured narrative: Produces an IC-ready memo with executive summary, company overview, market context, financial analysis, investment thesis, terms, and risks.
Collaborative workflows: Aligns cross-functional inputs (DD, finance, legal) into a single, trackable document for deal scrutiny and board presentation.
Use Case: Ideal for private equity deals requiring formal investment recommendations and sign-off materials.

Quick Start

Provide the deal overview, due diligence findings, and term sheet details, then request a complete IC memo.

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 an investment committee memo for a private equity deal?▼

To draft an investment committee memo, synthesize due diligence findings, historical financials, and deal terms into a structured document with an executive summary, investment thesis, and risk assessment for executive review.

What sections should be included in a PE deal IC memo?▼

A PE deal IC memo should include an executive summary, company overview, market context, financial analysis, investment thesis, deal terms, and risk sections to provide a comprehensive recommendation package for board presentation.

What inputs are required to generate a board-ready investment memo?▼

Generating a board-ready investment memo requires a company overview, historical financials, deal terms, due diligence results, and a value creation plan to synthesize a formal investment recommendation for sign-off.

Can I use this IC memo drafting process for private equity transactions of varying sizes?▼

Yes, this IC memo drafting process applies to internal approvals across private equity transactions of varying sizes, aligning cross-functional due diligence, finance, and legal inputs into a single trackable document for deal scrutiny.

What's the best way to structure due diligence findings for an investment committee recommendation?▼

The best way to structure due diligence findings is to integrate them into a formatted memo that aligns cross-functional inputs into a professional recommendation document, speeding governance review and formal sign-off materials.

Does this investment memo drafting approach work without a value creation plan?▼

No, a value creation plan is a required input to synthesize the investment thesis and financial analysis into a complete investment committee memo suitable for executive review and formal approval.