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skill Claude Code CX Codex Cursor GitHub Copilot official · Anthropic

ic-memo — Claude Code skill: what it does, how to install

Drafts a structured investment committee memo for PE deal approval. Pulls due diligence findings, financial analysis, and deal terms into nine sections.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓ 
npx skills add anthropics/financial-services --skill ic-memo -a claude-code
Open on GitHub

What ic-memo does

The skill takes inputs (company overview, 3–5 years of historical financials, DD findings, deal terms) and builds a memo following standard IC structure: executive summary, company overview, industry and market, financial analysis, investment thesis, deal terms and structure, returns analysis across three scenarios (base, upside, downside), risk factors with mitigants, and recommendation.

Inside: tables with EBITDA bridges, sources & uses, IRR and MOIC across scenarios. The skill does not make up numbers. If data is missing, it asks. The authors stress that IC memos should be balanced — don't minimize risks, because IC members will find them anyway and credibility matters.

Outputs a .docx with professional formatting or Markdown for quick review. If your firm has a standard memo template, the skill will adapt to it.

What it helps with

  • pull DD findings, financial model, and deal terms into an IC memo
  • draft a balanced recommendation with risks and mitigants
  • summarize returns analysis across base, upside, and downside scenarios
  • format sources & uses tables, EBITDA bridges, and IRR sensitivity
  • structure the 100-day plan and value creation levers

Example prompts for the agent

  • write an IC memo for the TargetCo deal based on DD reports
  • prepare an investment committee memo, here's the financial model and deal terms
  • create a deal write-up: company, industry, thesis, risks, and returns analysis

How to install ic-memo

1Skills CLI (Vercel)

npx skills add anthropics/financial-services --skill ic-memo -a claude-code

2Manually: put the files in place

~/.claude/skills/ic-memo/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/ic-memo/

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Questions about ic-memo

How to install ic-memo in Claude Code?

Run npx skills add anthropics/financial-services --skill ic-memo -a claude-code. The skill will appear in ~/.claude/skills/ic-memo/SKILL.md.

What does ic-memo do?

Drafts a structured investment committee memo for PE deals: gathers DD findings, financial analysis, deal terms, and returns analysis into nine sections with summary tables and a recommendation.

What if I'm missing data for the memo?

The skill will ask for missing inputs — deal terms, financial metrics, or DD findings — rather than making assumptions. This ensures tables tie and returns analysis is consistent.

Source text

SKILL.md · Apache-2.0 
---
name: ic-memo
description: 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".
---

# 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

© anthropics · Apache-2.0 · anthropics/financial-services

See also

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