pe-ic-memo

name

pe-ic-memo

description

Draft a private equity investment committee memo and render it as a branded PowerPoint deck. Adapted from the installed private-equity vertical's ic-memo skill (same 9-section structure), with PPTX output instead of Word. Use when preparing IC materials, writing up a deal, or creating a formal recommendation as a deck rather than a document. Triggers on "write IC memo deck", "PE IC memo PowerPoint", "IC deck", or "investment committee deck".

PE IC Memo (PPTX)

This skill is a PPTX-output sibling of the installed private-equity vertical's ic-memo skill. The content-gathering and structure (Steps 1-2 below) are adapted from that skill; only the rendering step differs. If the installed ic-memo skill's content guidance changes upstream, this file will not automatically follow — see Gotchas.

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)
• Read CONTEXT.md if present. Use its terms verbatim in section headings and bullets below — do not introduce a new name for a concept CONTEXT.md already defines.

Step 2: Structure the Memo

Build a memo dict with this exact shape (this is what scripts/render_deck.py's build_deck consumes):

memo = {
    "title": {"company": str, "deal_name": str, "date": str},
    "sections": [
        {
            "heading": str,
            "bullets": [str, ...],
            "table": {"headers": [str, ...], "rows": [[str, ...], ...]} | None,
        },
        ...
    ],
}

Use these 9 sections, in order (same structure as the stock ic-memo skill):

1. Executive Summary — company description, deal rationale, key terms, recommendation, headline returns, top 3 risks
2. Company Overview — business description, products/services, customer base, competitive positioning, management team
3. Industry & Market — market size/growth, competitive landscape, secular trends, regulatory environment
4. Financial Analysis — historical performance (revenue, EBITDA, margins, cash flow); include a table with years as rows
5. Investment Thesis — 3-5 pillars, value creation levers, 100-day priorities
6. Deal Terms & Structure — enterprise value/multiples, sources & uses, capital structure; include a table for sources & uses
7. Returns Analysis — base/upside/downside scenarios, IRR/MOIC, key assumptions; include a table for the scenarios
8. Risk Factors — key risks ranked by severity/likelihood, mitigants, deal-breakers
9. Recommendation — Proceed / Pass / Conditional proceed, key conditions or next steps

Only sections 4, 6, and 7 need a table; all others should set "table": None.

Step 3: Render the Deck

render_deck.py exposes one function, no CLI: build_deck(memo: dict, out_path: str) -> str (returns out_path; creates the output directory if it doesn't exist). Call it directly from a short inline Python invocation with the memo dict from Step 2:

import sys
sys.path.insert(0, ".claude/skills/pe-ic-memo/scripts")
from render_deck import build_deck

build_deck(memo, "specs/ic-memos/<deal-name>.pptx")

Firm Branding (not yet built)

This skill currently renders a generic layout via python-pptx's default template — no firm branding yet. Once the firm's actual PowerPoint template is available:

1. Run the ppt-template-creator skill on it to produce a <firm>-ppt-template skill (documents the template's layout indices and placeholder positions).
2. Update render_deck.py's build_deck to load Presentation("path/to/<firm>-ppt-template/assets/template.pptx") instead of a blank Presentation(), and map memo["sections"] onto that template's documented layout indices instead of the generic _add_content_slide helper.

This is a rendering-layer swap only — Steps 1-2 above do not change.

Gotchas

• Requires python-pptx. Confirm it's installed (pip install python-pptx) before running the renderer — do not assume it's present.
• Content drift from the stock ic-memo skill. Steps 1-2 above are adapted from private-equity's ic-memo skill, not generated from it. If that skill's content guidance changes upstream, this file will not automatically follow — periodically diff against the installed skill's SKILL.md and hand-port relevant changes.
• Not part of the SDLC pipeline. This skill is not registered in .claude/scripts/scaffold-copy.js's CORE_SKILLS/BROWNFIELD_SKILLS lists, so it is not copied under the default core or brownfield scaffold profiles. (The full profile copies the entire skills tree wholesale, so it would be included there.) Copy .claude/skills/pe-ic-memo/ manually into a project on the lean profiles.