Investment Memo

by claude-office-skills9c4c7d5cd281MIT499 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 8 months ago

Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.

Instructions onlyBusiness & Finance

AI-generated overview

Drafts structured investment memorandums for VC, PE, or public market deals, covering thesis, risks, and recommendations.

What it does: This skill guides the writing of investment committee memorandums for venture capital, private equity, hedge fund, or internal investment contexts. It supplies memo structures for VC and PE deals and a full markdown output template covering executive summary, company overview, market opportunity, competition, team, traction metrics, financials, deal terms, returns scenarios, risk analysis, and recommendation. It also offers format variants such as a standard IC memo, a one-to-two page deal summary, a quick take, and a follow-on update.
When to use it: Use it when you need to draft or structure an investment memo from due diligence material you already have. It fits preparing documents for an investment committee, summarizing a deal, or updating an existing position. It is not a substitute for primary due diligence or professional investment judgment.
Requirements: Instructions only; no scripts are included. The document references an office-mcp server with create_docx, fill_docx_template, and docx_to_pdf tools for producing Word or PDF output, and lists recommended or compatible models. It states it cannot access proprietary deal data, so investment context and diligence findings must be supplied by the user.

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

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

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 Summary2. Investment Thesis3. Business Overview4. Industry Analysis5. Financial Performance6. Management7. Transaction Overview8. Value Creation Plan9. Financial Projections10. Returns Analysis11. Risk Factors12. Recommendation

1. Executive Summary2. Investment Thesis3. Business Overview4. Industry Analysis5. Financial Performance6. Management7. Transaction Overview8. Value Creation Plan9. Financial Projections10. Returns Analysis11. Risk Factors12. 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 Thesis1. **[Thesis Point 1]**: [1-2 sentence explanation]2. **[Thesis Point 2]**: [1-2 sentence explanation]3. **[Thesis Point 3]**: [1-2 sentence explanation]
### Key Risks1. [Risk 1]2. [Risk 2]3. [Risk 3]
### Recommendation**[INVEST / PASS / MORE DILIGENCE NEEDED]** at $[X]M for [X]% ownership
---
## 1. COMPANY OVERVIEW
### Background[Company history, founding story, key milestones]
### Problem & Solution**Problem**: [What problem does the company solve?]**Solution**: [How does the company solve it?]
### Business Model[How the company makes money]
| Revenue Stream | Description | % of Revenue ||----------------|-------------|--------------|| [Stream 1] | | || [Stream 2] | | |
### Product[Description of product/service, key features, differentiation]
---
## 2. MARKET OPPORTUNITY
### Market Size| Segment | Size | Growth | Notes ||---------|------|--------|-------|| TAM | $[X]B | [X]% | || SAM | $[X]B | [X]% | || SOM | $[X]B | [X]% | |
### Market Trends1. [Trend 1]2. [Trend 2]3. [Trend 3]
### Why Now?[Market timing thesis]
---
## 3. COMPETITIVE LANDSCAPE
### Competitive Position[How the company positions against competitors]
### Key Competitors| Competitor | Funding | Strengths | Weaknesses ||------------|---------|-----------|------------|| [Comp 1] | $[X]M | | || [Comp 2] | $[X]M | | |
### Sustainable Advantages- [Moat 1]- [Moat 2]
---
## 4. TEAM
### Founders| Name | Role | Background | Equity ||------|------|------------|--------|| | CEO | | || | CTO | | |
### Management Assessment[Quality of team, gaps, hiring plans]
### Board Composition[Current board, proposed board seat]
---
## 5. TRACTION & METRICS
### Key Performance Indicators| Metric | Current | 12M Ago | Growth ||--------|---------|---------|--------|| ARR/Revenue | $[X]M | $[X]M | [X]% || Customers | [X] | [X] | [X]% || [Key Metric] | [X] | [X] | [X]% |
### Unit Economics| Metric | Value | Benchmark ||--------|-------|-----------|| CAC | $[X] | || LTV | $[X] | || LTV/CAC | [X]x | >3x good || Payback | [X] months | || Gross Margin | [X]% | |
---
## 6. FINANCIALS
### Historical Performance| ($M) | Year -2 | Year -1 | Current | Y+1 Proj ||------|---------|---------|---------|----------|| Revenue | | | | || Gross Profit | | | | || EBITDA | | | | || Net Income | | | | || Cash | | | | || Burn Rate | | | | |
### Cash Position & Runway- Current cash: $[X]M- Monthly burn: $[X]M- Runway: [X] months
---
## 7. INVESTMENT TERMS
### Deal Structure| Term | Details ||------|---------|| Security | [Preferred / Common / Convertible] || Valuation | $[X]M pre / $[X]M post || Round Size | $[X]M || Our Investment | $[X]M || Ownership | [X]% || Board Seat | [Yes/No] |
### Key Terms- Liquidation Preference: [X]x [participating/non-participating]- Anti-dilution: [Broad-based weighted average]- Pro-rata Rights: [Yes/No]- [Other key terms]
### Cap Table (Pro-forma)| Shareholder | Pre-round % | Post-round % ||-------------|-------------|--------------|| Founders | | || Existing Investors | | || Option Pool | | || This Round | | |
### Use of Funds| Category | Amount | % ||----------|--------|---|| [Use 1] | $[X]M | || [Use 2] | $[X]M | || [Use 3] | $[X]M | |
---
## 8. RETURNS ANALYSIS
### Investment Scenarios| Scenario | Exit Value | Multiple | IRR | Probability ||----------|-----------|----------|-----|-------------|| Base | $[X]M | [X]x | [X]% | [X]% || Bull | $[X]M | [X]x | [X]% | [X]% || Bear | $[X]M | [X]x | [X]% | [X]% |
### Exit Considerations- Potential acquirers: [List]- IPO potential: [Assessment]- Timeline: [X-Y years]
---
## 9. RISK ANALYSIS
### Key Risks and Mitigants| Risk | Likelihood | Impact | Mitigant ||------|------------|--------|----------|| [Risk 1] | H/M/L | H/M/L | || [Risk 2] | H/M/L | H/M/L | || [Risk 3] | H/M/L | H/M/L | |
### Deal-Specific Risks- [Risk specific to this transaction]
---
## 10. RECOMMENDATION
### Investment Decision**[INVEST / PASS / CONDITIONAL]**
### Rationale[3-4 sentences summarizing why this is or isn't a good investment]
### Proposed Terms- Investment amount: $[X]M- Target ownership: [X]%- Board seat: [Yes/No]- Key conditions: [If any]
### Post-Investment Value Add1. [How we can help the company]2. [Strategic introductions]3. [Operational support]
### Next Steps1. [Action item 1]2. [Action item 2]3. [Action item 3]
---
## APPENDICES
### A. Detailed Financial Model### B. Customer References### C. Technical Due Diligence### D. Legal/IP Review### E. Background Checks
---
*Prepared by [Fund Name] Investment Team**This memorandum is confidential and for internal use only*

# 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 Thesis1. **[Thesis Point 1]**: [1-2 sentence explanation]2. **[Thesis Point 2]**: [1-2 sentence explanation]3. **[Thesis Point 3]**: [1-2 sentence explanation]
### Key Risks1. [Risk 1]2. [Risk 2]3. [Risk 3]
### Recommendation**[INVEST / PASS / MORE DILIGENCE NEEDED]** at $[X]M for [X]% ownership
---
## 1. COMPANY OVERVIEW
### Background[Company history, founding story, key milestones]
### Problem & Solution**Problem**: [What problem does the company solve?]**Solution**: [How does the company solve it?]
### Business Model[How the company makes money]
| Revenue Stream | Description | % of Revenue ||----------------|-------------|--------------|| [Stream 1] | | || [Stream 2] | | |
### Product[Description of product/service, key features, differentiation]
---
## 2. MARKET OPPORTUNITY
### Market Size| Segment | Size | Growth | Notes ||---------|------|--------|-------|| TAM | $[X]B | [X]% | || SAM | $[X]B | [X]% | || SOM | $[X]B | [X]% | |
### Market Trends1. [Trend 1]2. [Trend 2]3. [Trend 3]
### Why Now?[Market timing thesis]
---
## 3. COMPETITIVE LANDSCAPE
### Competitive Position[How the company positions against competitors]
### Key Competitors| Competitor | Funding | Strengths | Weaknesses ||------------|---------|-----------|------------|| [Comp 1] | $[X]M | | || [Comp 2] | $[X]M | | |
### Sustainable Advantages- [Moat 1]- [Moat 2]
---
## 4. TEAM
### Founders| Name | Role | Background | Equity ||------|------|------------|--------|| | CEO | | || | CTO | | |
### Management Assessment[Quality of team, gaps, hiring plans]
### Board Composition[Current board, proposed board seat]
---
## 5. TRACTION & METRICS
### Key Performance Indicators| Metric | Current | 12M Ago | Growth ||--------|---------|---------|--------|| ARR/Revenue | $[X]M | $[X]M | [X]% || Customers | [X] | [X] | [X]% || [Key Metric] | [X] | [X] | [X]% |
### Unit Economics| Metric | Value | Benchmark ||--------|-------|-----------|| CAC | $[X] | || LTV | $[X] | || LTV/CAC | [X]x | >3x good || Payback | [X] months | || Gross Margin | [X]% | |
---
## 6. FINANCIALS
### Historical Performance| ($M) | Year -2 | Year -1 | Current | Y+1 Proj ||------|---------|---------|---------|----------|| Revenue | | | | || Gross Profit | | | | || EBITDA | | | | || Net Income | | | | || Cash | | | | || Burn Rate | | | | |
### Cash Position & Runway- Current cash: $[X]M- Monthly burn: $[X]M- Runway: [X] months
---
## 7. INVESTMENT TERMS
### Deal Structure| Term | Details ||------|---------|| Security | [Preferred / Common / Convertible] || Valuation | $[X]M pre / $[X]M post || Round Size | $[X]M || Our Investment | $[X]M || Ownership | [X]% || Board Seat | [Yes/No] |
### Key Terms- Liquidation Preference: [X]x [participating/non-participating]- Anti-dilution: [Broad-based weighted average]- Pro-rata Rights: [Yes/No]- [Other key terms]
### Cap Table (Pro-forma)| Shareholder | Pre-round % | Post-round % ||-------------|-------------|--------------|| Founders | | || Existing Investors | | || Option Pool | | || This Round | | |
### Use of Funds| Category | Amount | % ||----------|--------|---|| [Use 1] | $[X]M | || [Use 2] | $[X]M | || [Use 3] | $[X]M | |
---
## 8. RETURNS ANALYSIS
### Investment Scenarios| Scenario | Exit Value | Multiple | IRR | Probability ||----------|-----------|----------|-----|-------------|| Base | $[X]M | [X]x | [X]% | [X]% || Bull | $[X]M | [X]x | [X]% | [X]% || Bear | $[X]M | [X]x | [X]% | [X]% |
### Exit Considerations- Potential acquirers: [List]- IPO potential: [Assessment]- Timeline: [X-Y years]
---
## 9. RISK ANALYSIS
### Key Risks and Mitigants| Risk | Likelihood | Impact | Mitigant ||------|------------|--------|----------|| [Risk 1] | H/M/L | H/M/L | || [Risk 2] | H/M/L | H/M/L | || [Risk 3] | H/M/L | H/M/L | |
### Deal-Specific Risks- [Risk specific to this transaction]
---
## 10. RECOMMENDATION
### Investment Decision**[INVEST / PASS / CONDITIONAL]**
### Rationale[3-4 sentences summarizing why this is or isn't a good investment]
### Proposed Terms- Investment amount: $[X]M- Target ownership: [X]%- Board seat: [Yes/No]- Key conditions: [If any]
### Post-Investment Value Add1. [How we can help the company]2. [Strategic introductions]3. [Operational support]
### Next Steps1. [Action item 1]2. [Action item 2]3. [Action item 3]
---
## APPENDICES
### A. Detailed Financial Model### B. Customer References### C. Technical Due Diligence### D. Legal/IP Review### E. Background Checks
---
*Prepared by [Fund Name] Investment Team**This memorandum is confidential and for internal use only*

Tips for Better Results

Provide all available data for more complete analysis
Specify your fund's criteria (stage, check size, sectors)
Include any concerns you want addressed
Mention comparable deals for benchmarking
Indicate urgency if timeline matters

Limitations

Cannot conduct primary diligence
Analysis based on provided information only
Does not replace IC discussion and judgment
May not reflect latest market data
Not investment advice

Built by the Claude Office Skills community. Contributions welcome!

Source and attribution

Source:claude-office-skills/skillsininvestment-memoat commit9c4c7d5

License: MIT

Content belongs to its original authors. SourceWeft indexes it from a public repository.

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Investment Memo

Investment Memo Skill

Overview

How to Use Me

Step 1: Provide Investment Context

Step 2: Share Due Diligence Findings

Step 3: Specify Memo Format

Memo Structure

VC Investment Memo

PE Investment Memo

Output Format

Tips for Better Results

Limitations

Source and attribution

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