ic-memo

Draft structured investment committee memos from due diligence findings, financial analysis, and deal terms.

1|Updated Mar 9, 2026
One-click install
npx skills add https://github.com/kiryteo/opencode-setup --skill ic-memo-kiryteo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ic-memo
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/ic-memo
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill ic-memo-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Drafting investment committee memos is time-consuming and requires synthesizing due diligence findings, financial analysis, and deal terms into a cohesive, professional document.

Core Features & Use Cases

  • Automates the standard IC memo structure (Executive Summary, Company Overview, Industry & Market, Financial Analysis, Investment Thesis, Deal Terms, Returns, Risks, Recommendation).
  • Synthesizes due diligence findings, projections, and term sheets into a single memo suitable for investment committees and board reviews.
  • Use Case: A PE deal team uses it to produce IC-ready materials for deal approval, governance reviews, and external reporting.

Quick Start

Create a complete IC memo from provided due diligence, financials, and deal terms.

Frequently Asked Questions about ic-memo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft an investment committee memo from due diligence findings?▼

Draft an investment committee memo by synthesizing due diligence findings, financial analysis, and deal terms into a structured format. It enforces a complete memo structure covering executive summary, company overview, financials, risks, and recommendations.

What sections are included in a standard IC memo for private equity deals?▼

A standard IC memo includes executive summary, company overview, industry and market analysis, financial analysis, investment thesis, deal terms, returns, risk factors, and a clear recommendation. This structure supports formal PE deal write-ups and board reviews.

Can I automate board materials generation for deal approval using financial analysis inputs?▼

Yes, you can automate board materials generation by inputting financial analysis and deal terms. It produces IC-ready materials suitable for deal approval, governance reviews, and external reporting across multiple sectors.

What is the best way to structure deal rationale and investment thesis for an IC review?▼

Structure deal rationale by integrating due diligence findings and projections into a dedicated investment thesis section. This ensures consistent formatting and a clear recommendation for investment committees and formal board reviews.

Do I need prepared term sheets and financial projections to generate an investment decision memo?▼

Yes, providing prepared term sheets, due diligence findings, and financial projections is required. The tool synthesizes these inputs to generate a cohesive, professional investment decision memo for formal governance reviews.

Why does my deal write-up need industry and market analysis alongside financial returns?▼

Deal write-ups need industry and market analysis to provide context for financial returns and risk factors. Integrating these sections ensures a comprehensive investment thesis that supports formal recommendations to investment committees.