# Deal Memo Drafting

Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo...

- Repository: https://github.com/NateBJones-Projects/OB1 (4752 stars)
- Category: Writing
- License: see repository
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -g -a claude-code -y`
Codex: `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -g -a codex -y`
Cursor: `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -g -a cursor -y`
Gemini CLI: `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -g -a gemini-cli -y`

## Description

Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials. Use for prompts like "draft a deal memo", "turn this diligence packet into a memo", or "write the IC draft". Best when you already have research findings, model review notes, meeting outputs, and supporting documents. Optional Open Brain search and capture can pull prior context and store the final memo or recommendation summary.

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

# Deal Memo Drafting

## Problem

The hardest part of memo drafting is not prose. It is turning incomplete diligence,
competing evidence, and meeting fragments into a clean recommendation without hiding
the gaps.

## Audience

- Primary: investors and diligence teams
- Secondary: operators writing partnership, acquisition, or strategic decision memos

## When to Use

- Drafting an IC memo or deal memo from an existing diligence packet
- Turning research, model review, and meeting notes into a single recommendation document
- Producing a first-pass memo that makes open questions and decision risk explicit

## When Not to Use

- Raw market mapping without a memo deliverable: use `competitive-analysis`
- Reviewing a model in isolation: use `financial-model-review`
- Synthesizing a source set before the memo is ready to draft: use `research-synthesis`
- Cleaning a transcript or extracting actions: use `meeting-synthesis`

## Required Context

Gather or confirm:

- the memo type: deal, IC, partnership, acquisition, board, or internal decision memo
- the target audience and decision owner
- research findings, market context, and supporting docs
- model review findings if economics matter
- meeting outputs if decision-makers or management conversations matter
- the current state of conviction and the biggest open questions

## Process

The rest: https://github.com/NateBJones-Projects/OB1/blob/HEAD/skills/deal-memo-drafting/SKILL.md