ic-memo-generator

IC Memo Generator

Overview

The IC Memo Generator skill creates Investment Committee memos by synthesizing due diligence findings, analysis, and recommendations into a comprehensive decision document. It ensures consistent, thorough IC presentations.

Capabilities

Memo Generation

• Generate memos from DD artifacts
• Apply fund-standard memo templates
• Include all required sections
• Support varying detail levels

DD Synthesis

• Synthesize commercial DD findings
• Incorporate financial analysis
• Summarize technical assessment
• Include legal and management evaluation

Investment Thesis Articulation

• Articulate investment thesis clearly
• Document key risks and mitigants
• Present return expectations
• Include recommendation and terms

Supporting Materials

• Generate appendix materials
• Include key data exhibits
• Attach DD backup documents
• Create executive summary version

Usage

Generate Full IC Memo

Input: DD artifacts, deal parameters
Process: Synthesize into memo format
Output: Complete IC memo document

Create Executive Summary

Input: Full memo or DD findings
Process: Distill to key points
Output: One-page executive summary

Update Existing Memo

Input: Prior memo, new information
Process: Update and highlight changes
Output: Updated memo with change tracking

Generate Follow-Up Memo

Input: IC feedback, additional work
Process: Address IC questions
Output: Follow-up memo document

Memo Sections

| Section | Content | |---------|---------| | Executive Summary | Deal overview, recommendation | | Company Overview | Business, market, team | | Investment Thesis | Why invest, key drivers | | Market Analysis | TAM, competition, trends | | Financial Analysis | Metrics, projections, valuation | | Risk Assessment | Key risks, mitigants | | Terms and Structure | Proposed deal terms | | Recommendation | Investment decision request |

Integration Points

• Investment Committee Process: Core memo skill
• All DD Processes: Synthesize findings
• Deal Scoring Engine: Include scores
• IC Presenter (Agent): Support presentation

Memo Quality Criteria

| Criteria | Description | |----------|-------------| | Completeness | All required sections addressed | | Accuracy | Data verified and sourced | | Clarity | Clear writing and logic | | Balance | Fair treatment of risks | | Actionability | Clear recommendation |

Best Practices

1. Follow fund memo standards consistently
2. Lead with the investment thesis
3. Be honest about risks and uncertainties
4. Support claims with data
5. Anticipate IC questions