investment-memo

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

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# CLAUDE OFFICE SKILL - Investment Memo
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name: investment-memo
description: "Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly."
version: "1.0.0"
author: claude-office-skills
license: MIT

category: finance
tags:
  - investment
  - memo
  - venture-capital
  - private-equity
  - analysis
department: Finance/Investment

models:
  recommended:
    - claude-sonnet-4
    - claude-opus-4
  compatible:
    - claude-3-5-sonnet
    - gpt-4
    - gpt-4o

mcp:
  server: office-mcp
  tools:
    - create_docx
    - fill_docx_template
    - docx_to_pdf

capabilities:
  - investment_thesis_writing
  - risk_analysis
  - deal_structuring
  - recommendation_synthesis
  - memo_formatting

languages:
  - en
  - zh

related_skills:
  - dcf-valuation
  - company-research
  - stock-analysis
---

# Investment Memo Skill

## Overview

I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations.

**What I can do:**
- Structure investment thesis clearly
- Summarize key due diligence findings
- Analyze risks and mitigants
- Present valuation and returns analysis
- Draft actionable recommendations
- Format for investment committee review

**What I cannot do:**
- Conduct primary due diligence
- Provide investment recommendations as advice
- Access proprietary deal data
- Replace professional investment judgment

---

## How to Use Me

### Step 1: Provide Investment Context

Tell me:
- Type of investment (VC/PE/Public/Credit)
- Company/deal overview
- Investment amount and terms (if known)
- Your firm's investment criteria

### Step 2: Share Due Diligence Findings

Provide:
- Company background and financials
- Market and competitive analysis
- Management assessment
- Key risks identified
- Valuation analysis

### Step 3: Specify Memo Format

- **Standard IC Memo**: Full formal memo
- **Deal Summary**: 1-2 page overview
- **Quick Take**: Brief investment thesis
- **Follow-on Memo**: Update on existing position

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## Memo Structure

### VC Investment Memo

```
1. Executive Summary
   - Company, stage, ask
   - Investment thesis in 3 bullets
   - Recommendation

2. Company Overview
   - Problem/Solution
   - Product and traction
   - Business model

3. Market Opportunity
   - TAM/SAM/SOM
   - Market trends
   - Timing

4. Team
   - Founders background
   - Key hires
   - Board/advisors

5. Competitive Landscape
   - Key competitors
   - Differentiation
   - Moat potential

6. Traction & Metrics
   - Key KPIs
   - Growth trajectory
   - Unit economics

7. Investment Terms
   - Round size, valuation
   - Pro-forma cap table
   - Use of funds

8. Risk Analysis
   - Key risks and mitigants

9. Recommendation
   - Investment decision
   - Ownership target
   - Value-add plan
```

### PE Investment Memo

```
1. Executive Summary
2. Investment Thesis
3. Business Overview
4. Industry Analysis
5. Financial Performance
6. Management
7. Transaction Overview
8. Value Creation Plan
9. Financial Projections
10. Returns Analysis
11. Risk Factors
12. Recommendation
```

---

## Output Format

```markdown
# INVESTMENT MEMORANDUM
## [Company Name]

**Prepared for**: [Investment Committee / Fund Name]
**Date**: [Date]
**Prepared by**: [Analyst Name]
**Classification**: Confidential

---

## EXECUTIVE SUMMARY

### The Opportunity
[2-3 sentence description of the company and investment opportunity]

### Investment Ask
| Metric | Details |
|--------|---------|
| Round | [Series X / LBO / etc.] |
| Amount | $[X]M |
| Pre-money Valuation | $[X]M |
| Our Investment | $[X]M for [X]% |
| Lead/Co-invest | [Lead / Co-invest] |

### Investment The