Investment Committee Memo
OfficialFreeStreamline your investment committee documentation process.
Free · Opens the source repo
What Investment Committee Memo does
The Investment Committee Memo skill is designed for finance professionals involved in private equity deal approvals. This skill assists users in drafting a structured memo that synthesizes critical due diligence findings, financial analyses, and deal terms into a coherent document that meets the standards of an investment committee. By guiding users through a systematic process, it ensures that all necessary information is collected and presented in a professional format.
The workflow begins with gathering essential inputs such as company overviews, historical financials, management assessments, and due diligence findings. This structured approach helps users compile comprehensive data that is crucial for making informed investment decisions. Once inputs are collected, the skill provides a predefined memo structure that includes sections like Executive Summary, Company Overview, Financial Analysis, and Risk Factors, ensuring that all critical aspects of the deal are covered.
The output can be generated in multiple formats, including a professionally formatted Word document or a Markdown file for quick reviews. This flexibility allows users to choose the format that best suits their needs. Additionally, the skill emphasizes the importance of presenting a balanced view by acknowledging both the potential risks and rewards associated with the investment, thereby enhancing credibility with the investment committee.
Overall, this skill is ideal for private equity analysts, investment managers, and financial consultants who need to prepare detailed and structured investment committee memos efficiently. It streamlines the memo creation process, reduces the risk of omitting important details, and helps users communicate their recommendations effectively.
When to use it
Use this skill when preparing for an investment committee meeting or writing up a deal for approval.
When not to use it
This skill may not be suitable for informal investment discussions or when a quick, unstructured summary is needed.
What you can build with it
Preparing for an Investment Committee Meeting
Use this skill to draft a comprehensive memo that covers all necessary aspects of a potential investment before presenting to the committee.
Writing Up a Deal
Quickly compile and structure all relevant information about a deal into a professional memo format for internal review.
Creating Formal Recommendations
Generate a well-organized recommendation memo that outlines the investment thesis and key risks associated with a deal.
How to install Investment Committee Memo
View source1. Install with the skills CLI
npx skills add anthropics/financial-services/ic-memo --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsInvestment 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
- Default: Word document (.docx) with professional formatting
- Alternative: Markdown for quick review
- Include tables for financials and returns, not just prose
Important Notes
- IC memos should be factual and balanced — present both bull and bear cases honestly
- Don't minimize risks. IC members will find them anyway; credibility matters
- Use the firm's standard memo template if the user provides one
- Financial tables should tie — check that EBITDA bridges, S&U balances, and returns math is consistent
- Ask for missing inputs rather than making assumptions on deal terms or returns
Frequently asked questions about Investment Committee Memo
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