investment-memo

Generate investment memorandums for VC, PE, and public market deals.

368|75|Updated Jan 29, 2026
One-click install
npx skills add https://github.com/claude-office-skills/skills --skill investment-memo
Or copy as Structured Prompt for Agent
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Skill: investment-memo
Source: https://github.com/claude-office-skills/skills/tree/main/investment-memo
Command: npx skills add https://github.com/claude-office-skills/skills --skill investment-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires office-mcp, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the creation of professional investment memorandums, ensuring all critical components like investment thesis, risk analysis, and recommendations are clearly articulated for VC, PE, or public market investments.

Core Features & Use Cases

  • Structured Memo Generation: Creates investment memos with industry-standard sections for various investment types (VC, PE, etc.).
  • Thesis and Risk Articulation: Helps clearly define the investment thesis and systematically analyze associated risks.
  • Use Case: A junior analyst needs to draft an initial investment memo for a Series A SaaS company. They can use this skill to generate a well-structured document, populate it with their due diligence findings, and ensure all key areas are covered before presenting to senior partners.

Quick Start

Use the investment-memo skill to draft a VC investment memo for a Series A SaaS company based on the provided due diligence findings.

Frequently Asked Questions about investment-memo

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

FAQPage Schema
How do I draft an investment memo for venture capital deals?

Generate a deal memo by providing due diligence findings and deal context; the system structures the investment thesis, analyzes risks, and synthesizes recommendations into a professional memorandum for venture capital or private equity deals.

What sections should a private equity IC memo include?

A private equity IC memo requires an investment thesis, systematic risk analysis, and synthesized recommendations, structured to articulate all critical components for investment committee review.

Can I generate different investment memo formats like deal summaries and quick takes?

Yes, you can generate multiple investment memo formats including full IC memos, deal summaries, and quick takes, matching the depth of financial analysis to the specific venture capital or private equity audience.

How do I structure an investment thesis and risk analysis for a Series A deal?

Structure an investment thesis by defining the core rationale and systematically analyzing associated risks, using due diligence findings to ensure all key areas are covered before presenting to senior partners.

Do I need due diligence findings to generate an investment memorandum?

Yes, due diligence findings and deal context are required inputs to synthesize recommendations and articulate the investment thesis, ensuring the generated investment memorandum accurately reflects the specific deal.