Investment Memo Skill

Overview

I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations.

What I can do:

• Structure investment thesis clearly
• Summarize key due diligence findings
• Analyze risks and mitigants
• Present valuation and returns analysis
• Draft actionable recommendations
• Format for investment committee review

What I cannot do:

• Conduct primary due diligence
• Provide investment recommendations as advice
• Access proprietary deal data
• Replace professional investment judgment

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How to Use Me

Step 1: Provide Investment Context

Tell me:

• Type of investment (VC/PE/Public/Credit)
• Company/deal overview
• Investment amount and terms (if known)
• Your firm's investment criteria

Step 2: Share Due Diligence Findings

Provide:

• Company background and financials
• Market and competitive analysis
• Management assessment
• Key risks identified
• Valuation analysis

Step 3: Specify Memo Format

• Standard IC Memo: Full formal memo
• Deal Summary: 1-2 page overview
• Quick Take: Brief investment thesis
• Follow-on Memo: Update on existing position

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Memo Structure

VC Investment Memo

1. Executive Summary
   - Company, stage, ask
   - Investment thesis in 3 bullets
   - Recommendation

2. Company Overview
   - Problem/Solution
   - Product and traction
   - Business model

3. Market Opportunity
   - TAM/SAM/SOM
   - Market trends
   - Timing

4. Team
   - Founders background
   - Key hires
   - Board/advisors

5. Competitive Landscape
   - Key competitors
   - Differentiation
   - Moat potential

6. Traction & Metrics
   - Key KPIs
   - Growth trajectory
   - Unit economics

7. Investment Terms
   - Round size, valuation
   - Pro-forma cap table
   - Use of funds