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ic-memo

ic-memo

github.com/anthropicsDocuments40.9k1.1k installsUpdated today
Repository

About ic-memo

A skill for preparing investment committee memos from company, market, deal, diligence, and returns inputs. It organizes the material into a standard decision-focused structure and supports Word or Markdown output.

Key features

  1. 01Input collection for company and deal analysis
  2. 02Structured investment committee memo outline
  3. 03Financial and returns tables
  4. 04Risk and mitigation assessment
  5. 05Word or Markdown output

Use cases

  1. 01Preparing a deal memo for committee review
  2. 02Summarizing diligence findings and deal terms
  3. 03Presenting base, upside, and downside returns

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/anthropics/financial-services --skill ic-memo

After installing, type/ic-memoin Claude Code to confirm it loaded.

Details

From the project README

Investment Committee Memo

Workflow

Step 1: Gather Inputs

Collect from the user (or from prior analysis in the session):

  • Company overview and business description
  • Industry/market context
  • Historical financials (3-5 years)
  • Management assessment
  • Deal terms (price, structure, financing)
  • Due diligence findings (commercial, financial, legal, operational)
  • Value creation plan / 100-day plan
  • Returns analysis (base, upside, downside)
Step 2: Draft Memo Structure

Standard IC memo format:

I. Executive Summary (1 page)

  • Company description, deal rationale, key terms
  • Recommendation and headline returns
  • Top 3 risks and mitigants

II. Company Overview (1-2 pages)

  • Business description, products/services
  • Customer base and go-to-market
  • Competitive positioning
  • Management team

III. Industry & Market (1 page)

  • Market size and growth
  • Competitive landscape
  • Secular trends / tailwinds
  • Regulatory environment

IV. Financial Analysis (2-3 pages)

  • Historical performance (revenue, EBITDA, margins, cash flow)
  • Quality of earnings adjustments
  • Working capital analysis
  • Capex requirements

V. Investment Thesis (1 page)

  • Why this is an attractive investment (3-5 pillars)
  • Value creation levers (organic growth, margin expansion, M&A, multiple expansion)
  • 100-day priorities

VI. Deal Terms & Structure (1 page)

  • Enterprise value and implied multiples
  • Sources & uses
  • Capital structure / leverage
  • Key legal terms

VII. Returns Analysis (1 page)

  • Base, upside, and downside scenarios
  • IRR and MOIC across scenarios
  • Key assumptions driving returns
  • Sensitivity analysis

VIII. Risk Factors (1 page)

  • Key risks ranked by severity and likelihood
  • Mitigants for each risk
  • Deal-breaker risks (if any)

IX. Recommendation

  • Clear recommendation: Proceed / Pass / Conditional proceed
  • Key conditions or next steps
Step 3: Output Format
  • Default: Word document (.docx) with professional formatting
  • Alternative: Markdown for quick review
  • Include tables for financials and returns, not just prose

Important Notes

  • IC memos should be factual and balanced — present both bull and bear cases honestly
  • Don't minimize risks. IC members will find them anyway; credibility matters
  • Use the firm's standard memo template if the user provides one
  • Financial tables should tie — check that EBITDA bridges, S&U balances, and returns math is consistent
  • Ask for missing inputs rather than making assumptions on deal terms or returns

Comments

Markdown supported