# Investment Memo

Write professional investment memorandums for VC, PE, or public market investments.

- Repository: https://github.com/claude-office-skills/skills (556 stars)
- Category: Writing
- License: MIT
- Last updated: 2026-01-31
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add claude-office-skills/skills --skill investment-memo -g -a claude-code -y`
Codex: `npx skills add claude-office-skills/skills --skill investment-memo -g -a codex -y`
Cursor: `npx skills add claude-office-skills/skills --skill investment-memo -g -a cursor -y`
Gemini CLI: `npx skills add claude-office-skills/skills --skill investment-memo -g -a gemini-cli -y`

## Description

Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

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

# 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

---

## 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

---

## 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

The rest: https://github.com/claude-office-skills/skills/blob/HEAD/investment-memo/SKILL.md