# Ic Memo

Draft a structured investment committee memo for PE deal approval.

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Writing
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill ic-memo -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill ic-memo -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill ic-memo -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill ic-memo -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/valuation-reviewer/skills/ic-memo/SKILL.md