MCPInstall

ic-memo

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 when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/anthropics/financial-services --skill ic-memo
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads ic-memo automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Investment 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

FAQ

What does the ic-memo skill do?

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 when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

How do I install ic-memo?

Run npx skills add https://github.com/anthropics/financial-services --skill ic-memo in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/ic-memo/ (personal) or .claude/skills/ic-memo/ (project).

Which AI agents can use ic-memo?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is ic-memo safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains ic-memo?

It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,082 recorded installs.

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