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memo-builder

Generate structured public equity investment memos with valuation scenarios and risk sections.

8|12|Updated Sep 19, 2025
Search Tags:#financial analysis#equity research#investment memo#memo drafting#pm update#public equity#committee note
One-click install
npx skills add https://github.com/xpert-ai/xpert-plugins --skill memo-builder-xpert-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: memo-builder
Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/roles/financial-markets/skills/memo-builder
Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill memo-builder-xpert-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill eliminates the risk of inconsistent, incomplete, or low-quality public equity investment memos that fail to meet investment committee, PM, client, or research standards, ensuring all formal equity research artifacts are evidence-led, decision-grade, and aligned with industry best practices.

Core Features & Use Cases

  • Multi-mode memo generation: Supports IC notes, full investment memos, event-driven committee notes, PM updates, client research notes, and QA reviews for public equity and special situation use cases.
  • Built-in quality guardrails: Enforces required sections, source posture labeling, valuation scenario standards, measurable disconfirmers, and PM judgment checks to avoid common memo failure modes.
  • Use Case: A public equity PM needs to draft a committee-ready investment memo for a new long idea, including valuation scenarios, risk registers, catalysts, and source-backed evidence; this skill produces the full structured, compliant memo in the required format.

Quick Start

Use the memo-builder skill to draft a decision-grade investment committee memo for your current public equity long idea, including all required valuation, risk, and catalyst sections.

Frequently Asked Questions about memo-builder

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

FAQPage Schema
How do I draft a decision-grade investment memo for a public equity committee?▼

Draft a decision-grade public equity investment memo by enforcing structured memo spines, multi-year valuation scenarios, measurable disconfirmers, and source posture labeling. This generates formal IC notes aligned with investment committee standards and avoids common memo failure modes.

What sections are required in a public equity investment memo?▼

Required sections in a public equity investment memo include multi-year valuation scenarios, risk registers, catalysts, measurable disconfirmers, and source-backed evidence. Quality guardrails enforce these structural requirements to ensure the memo is decision-grade and evidence-led.

Can I generate event-driven committee notes for special situation equity research?▼

Event-driven committee notes for special situation equity research can be generated alongside full investment memos and PM updates. The workflow supports public equity, event-driven equity, and sector analysis use cases with structured, compliant formatting.

What is the best way to structure PM updates for public equity portfolios?▼

Structure PM updates for public equity portfolios by applying built-in quality guardrails, PM judgment checks, and source posture labeling. This ensures your portfolio manager updates are evidence-led, formatted correctly, and ready for formal review.

How do I add measurable disconfirmers and valuation scenarios to an equity research note?▼

Add measurable disconfirmers and valuation scenarios by following the enforced memo spine for equity research notes. The generation process requires multi-year valuation inputs and specific risk registers to produce a compliant, decision-grade artifact.

Does this approach work for client research notes and QA reviews in equity analysis?▼

Client research notes and QA reviews for equity analysis are supported modes. The process enforces source posture labeling and quality guardrails to ensure all client-facing research artifacts meet public equity investment standards.

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