ic-memo

name	ic-memo
description	Use this skill when the task requires ic memo capabilities.
executor	LLM_BEHAVIOR
skill_id	finance.private_equity.ic_memo_3
status	ADOPTED
security	{"level":"high","pii":true,"approval_required":true}
anchors	["finance","documentation"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}]
output_schema	[{"name":"report","type":"string","description":"Analysis report or summary from ic memo"}]

Investment Committee Memo

description: "Analyze — Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use"

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