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ic-memo-generator

Business
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Generates investment committee memos from due diligence artifacts

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Source SKILL.md: https://github.com/a5c-ai/babysitter/blob/HEAD/library/specializations/domains/business/venture-capital/skills/ic-memo-generator/SKILL.md

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IC Memo Generator

Overview

The IC Memo Generator skill creates Investment Committee memos by synthesizing due diligence findings, analysis, and recommendations into a comprehensive decision document. It ensures consistent, thorough IC presentations.

Capabilities

Memo Generation

  • Generate memos from DD artifacts
  • Apply fund-standard memo templates
  • Include all required sections
  • Support varying detail levels

DD Synthesis

  • Synthesize commercial DD findings
  • Incorporate financial analysis
  • Summarize technical assessment
  • Include legal and management evaluation

Investment Thesis Articulation

  • Articulate investment thesis clearly
  • Document key risks and mitigants
  • Present return expectations
  • Include recommendation and terms

Supporting Materials

  • Generate appendix materials
  • Include key data exhibits
  • Attach DD backup documents
  • Create executive summary version

Usage

Generate Full IC Memo

Input: DD artifacts, deal parameters
Process: Synthesize into memo format
Output: Complete IC memo document

Create Executive Summary

Input: Full memo or DD findings
Process: Distill to key points
Output: One-page executive summary

Update Existing Memo

Input: Prior memo, new information
Process: Update and highlight changes
Output: Updated memo with change tracking

Generate Follow-Up Memo

Input: IC feedback, additional work
Process: Address IC questions
Output: Follow-up memo document

Memo Sections

SectionContent
Executive SummaryDeal overview, recommendation
Company OverviewBusiness, market, team
Investment ThesisWhy invest, key drivers
Market AnalysisTAM, competition, trends
Financial AnalysisMetrics, projections, valuation
Risk AssessmentKey risks, mitigants
Terms and StructureProposed deal terms
RecommendationInvestment decision request

Integration Points

  • Investment Committee Process: Core memo skill
  • All DD Processes: Synthesize findings
  • Deal Scoring Engine: Include scores
  • IC Presenter (Agent): Support presentation

Memo Quality Criteria

CriteriaDescription
CompletenessAll required sections addressed
AccuracyData verified and sourced
ClarityClear writing and logic
BalanceFair treatment of risks
ActionabilityClear recommendation

Best Practices

  1. Follow fund memo standards consistently
  2. Lead with the investment thesis
  3. Be honest about risks and uncertainties
  4. Support claims with data
  5. Anticipate IC questions