investment-memo

The investment-memo skill helps finance teams and investment professionals create structured investment memorandums for investment committee workflows across venture capital, private equity, public markets, and related investment contexts. It addresses the need for consistent, professional investment documentation by organizing investment theses, due diligence findings, risks, and recommendations into formal memo formats suitable for review and decision-making processes. The skill supports investment memo preparation while explicitly not replacing professional judgment, conducting primary due diligence, or accessing proprietary deal information.

The skill provides capabilities for investment thesis writing, risk analysis, deal structuring, recommendation synthesis, and memo formatting. It supports multiple memo styles including standard investment committee memos, deal summaries, quick investment takes, and follow-on updates. The documentation includes dedicated memo structures for VC and PE investments covering areas such as market opportunity, competitive landscape, traction metrics, financial performance, value creation planning, returns analysis, and risk factors. It also supports document workflows through available tools for DOCX creation, template population, and PDF conversion.

Typical users include investment analysts, associates, finance teams, venture capital firms, private equity professionals, hedge funds, and internal investment committees. Common use cases include preparing investment committee materials, summarizing due diligence findings, documenting valuation and returns analysis, updating existing positions, and standardizing investment review documents across finance organizations.