Ic Memo
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
ic-memo is a Claude skill that drafts a structured investment committee memo for PE deal approval, synthesizing diligence, financials, and deal terms.
About
This Claude skill drafts a structured investment committee memo for private equity deal approval. It synthesizes due diligence findings, financial analysis, and deal terms into a standard nine-section IC format and outputs a professional Word document. A PE professional uses it when preparing for investment committee, writing up a deal, or creating a formal recommendation.
- Drafts a structured investment committee memo for PE deal approval
- Follows a standard 9-section IC format from executive summary to recommendation
- Synthesizes diligence, financials, and returns into an IC-ready Word document
Ic Memo by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
ic-memo capabilities & compatibility
- Capabilities
- equity research · initiating coverage · financial plan
- Use cases
- documentation · research
What ic-memo says it does
Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document.
IC memos should be factual and balanced — present both bull and bear cases honestly
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Draft a structured investment committee memo for PE deal approval from diligence and deal terms.
Who is it for?
PE professionals writing up a deal for investment committee approval.
Skip if: Public equity research notes or non-deal documents.
When should I use this skill?
You are preparing IC materials, writing up a deal, or drafting a recommendation memo.
What you get
A professionally formatted 9-section IC memo (Word) with financial and returns tables.
- Investment committee memo (Word or Markdown)
- Financials and returns tables
By the numbers
- 9-section standard IC memo format
- 3-step workflow (gather, draft, output)
- Covers base, upside, and downside return scenarios
Files
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
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