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Private Equity · /ic-memo

IC Memo

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. Covers thesis, business quality, risks, valuation, and recommendation.

◆ Output

What it produces

Structured IC memo (15-25 pages) with executive summary, business overview, financial analysis, risks, and recommendation

◆ Audience

Best for

Investment committee approvalsdeal write-upsLP reporting
◆ Example prompts

Use it like this

After uploading this skill to Claude, type in the chat:

›/ic-memo Write IC memo for TechCo acquisition — attached DD findings
›/ic-memo Draft investment committee recommendation for $250M deal
›/ic-memo Build IC write-up from attached diligence summary
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◆ Installation

How to use this skill

1
Download the skill ZIP

Go to the IC Memo folder on GitHub, download it as a ZIP file. Or download the full Private Equity vertical to get all 6 skills at once.

2
Upload to Claude

Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.

3
Type /ic-memo in Claude

Open Claude, type /ic-memo, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.

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