Ic Memo
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
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AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The ic-memo skill streamlines the creation of formal investment committee documentation. It guides users through a structured workflow to synthesize due diligence, financial data, and deal terms into a comprehensive memo ready for committee review. The skill emphasizes a balanced presentation of investment theses and risk factors, ensuring that all critical components—from market analysis to returns modeling—are clearly articulated and professionally formatted.
What it does
- Collects essential deal data including financials, management assessments, and due diligence findings.
- Organizes content into a standard nine-section investment committee memo structure.
- Generates professional documents in Word or Markdown formats.
- Includes structured tables for financial performance and returns analysis.
- Prompts for missing information to ensure data integrity before drafting.
- Maintains a balanced perspective by requiring both bull and bear case analysis.
When to use it
- When preparing formal documentation for an investment committee meeting.
- When summarizing due diligence findings for a potential acquisition.
- When creating a recommendation memo for a private equity deal.
- When you need to synthesize complex deal terms and financial projections into a concise report.
Advantages
- Ensures consistency and professional standards across all deal write-ups.
- Reduces the time required to compile complex investment materials.
- Promotes rigorous analysis by highlighting risks and mitigants alongside the investment thesis.
- Facilitates clear communication of returns and deal structure to stakeholders.
Usage examples
- “write IC memo for Project Alpha”
- The agent initiates the data collection workflow, asking for the company overview, historical financials, and deal terms to begin drafting the memo.
- “prepare IC materials for the acquisition of TechCorp”
- The agent structures a comprehensive document covering the investment thesis, market context, and risk factors based on the provided due diligence inputs.
Install
Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/ic-memo/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip ic-memo.zip -d .agents/skills
Documentation by Anthropic
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
Files
- ATTRIBUTION.mdAdded by AutoGineer912 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md2.9 KiB
LICENSE
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Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
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Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/vertical-plugins/private-equity/skills/ic-memo · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
- Also distributed in
- anthropics/financial-services
AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.
Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download ic-memo.zip