deal-memo-writer

What problem does it solve? Drafting investment memos for PE acquisitions or CRE deals requires assembling deal data, financial analysis, market research, and risk assessment into a consistent, IC-ready document. This Skill structures that process into a repeatable workflow with defined sections, data shapes, and calibrated confidence scoring. ## Core Features & Use Cases - Structured Memo Sections: Generates executive summary, company/property overview, investment thesis, financial analysis, risk assessment, and recommendation sections for both PE and CRE deals. - MCP Data Integration: Pulls deal data via Nexus MCP (nexus_get_deal, nexus_run_model) and research via BigData.com, PitchBook, and S&P Global connectors, with graceful degradation to manual input. - Confidence Calibration: Applies three-pass (conservative, neutral, optimistic) calibration and outputs a confidence score with drivers and data gaps on every memo. - Use Case: After screening a software target, ask for a deal memo and receive a formatted memorandum with return scenarios (IRR/MOIC across base, upside, downside), risk ratings, and a proceed/pass recommendation. ## Quick Start Ask the assistant to write a deal memo for your target company or property, providing the financials and deal details you have available.