China Ic Memo

Investment Committee memo drafting for China-focused PE/IB deals.

Install

npx skills add jwangkun/claude-for-financial-services-cn --skill china-ic-memo -g -a claude-code -y

Press to copy:C Claude CodeX CodexU CursorA Ask your agent

Repository: jwangkun/claude-for-financial-services-cn881
Category: Engineering
Updated: 2mo ago
License: Apache-2.0
Context cost: Lightabout 1,424 tokens
Runs scripts: No, instructions only

What it does

Investment Committee memo drafting for China-focused PE/IB deals. Adapted from the original ic-memo skill for Chinese market context, terminology, and decision frameworks. Triggers on "A股投委会", "IC Memo", "investment memo China", "投委会材料", "IC memo A-share", or "committee memo [company]".

china-ic-memo

Purpose

Draft A股投资委员会备忘录 (IC Memo), structured decision documents for investment committee reviews.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_quote(ticker)                        → Valuation context
get_financials(ticker, "income")         → Financials
get_industry_stocks(industry="...")       → Peer comparables

Secondary Sources

巨潮, company filings
Wind / Choice, comprehensive data
券商研报, existing research
尽调报告, DD findings

Workflow

Step 1: Structure the Memo

Standard A-share IC memo format:

【机密】投资委员会备忘录

项目名称：[Target Company]
交易类型：[Investment type: 股权投资 / 并购 / 老股转让]
推荐团队：[Team name]
日期：[Date]

═══════════════════════════════════════════

一、投资建议 (Recommendation)
   [One-paragraph summary]
   建议：[批准 / 有条件批准 / 否决]
   投资金额：[XX亿]
   目标股权：[XX%]
   目标价格：[¥XX / EV XX亿]

二、交易概述 (Transaction Overview)
   - 标的公司：[Name], [Industry], [Listing status]
   - 交易结构：[Structure description]
   - 预计交割：[Date]
   - 投资回报预期：[Xx% IRR, Xx MOIC]

三、投资逻辑 (Investment Thesis)
   [3-5 bullet points]
   1. [Key driver 1]
   2. [Key driver 2]
   3. [Key driver 3]

四、市场与行业分析 (Market & Industry)
   - 市场规模：[XX亿], 增速 [X%]
   - 竞争格局：[Description]
   - 政策环境：[Policy context]
   - 趋势判断：[Secular trends]

五、目标公司分析 (Target Analysis)
   - 商业模式：[Description]
   - 竞争优势：[Bullets]
   - 管理团队：[Assessment]
   - 财务表现：[Summary]

六、估值分析 (Valuation)
   - 交易估值：[XX亿 / Xx PE]
   - 可比交易：[Comparable M&A]
   - DCF估值：[XX亿]
   - 估值区间：[XX-XX亿]
   - Upside/Downside：[X% / X%]

七、风险因素 (Risk Factors)
   - [Risk 1]: [Mitigation]
   - [Risk 2]: [Mitigation]
   - [Risk 3]: [Mitigation]

八、交易结构 (Transaction Structure)
   - 投资金额：[XX亿]
   - 股权比例：[XX%]
   - 董事会席位：[X席]
   - 业绩承诺：[如有]
   - 反稀释条款：[Description]
   - 退出安排：[IPO / 并购 / 回购]

九、退出策略 (Exit Strategy)
   - 主要路径：[A股IPO / 并购 / 老股转让]
   - 预计时间：[3-5年]
   - 目标回报：[Xx IRR]
   - 备选方案：[Alternative exits]

Read the whole SKILL.md on GitHub