Investment Memo

作者 claude-office-skills9c4c7d5cd281MIT499 个星标收录于 2026年10月8日更新于 2026年10月8日仓库8个月前更新

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

仅含说明Business & Finance

AI 生成的概览

为风险投资、私募股权或公开市场交易撰写结构化的投资备忘录，涵盖投资逻辑、风险与建议。

功能: 该技能指导撰写面向投资委员会的投资备忘录，适用于风险投资、私募股权、对冲基金或内部投资场景。它提供风险投资和私募股权两种备忘录结构，以及完整的 Markdown 输出模板，涵盖执行摘要、公司概况、市场机会、竞争格局、团队、经营指标、财务数据、交易条款、回报情景、风险分析和投资建议。它还提供多种格式变体，如标准投委会备忘录、一到两页的交易摘要、快速观点和后续跟进更新。
适用场景: 当你需要根据已有的尽职调查材料起草或组织投资备忘录时使用。它适合为投资委员会准备文件、总结交易或更新已有持仓。它不能替代一手尽职调查或专业投资判断。
运行要求: 仅为说明性内容，不含脚本。文档提到 office-mcp 服务器及其 create_docx、fill_docx_template 和 docx_to_pdf 工具，用于生成 Word 或 PDF 输出，并列出了推荐或兼容的模型。文档说明其无法访问专有交易数据，因此投资背景和尽调发现需由用户提供。

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!

来源与署名

来源：claude-office-skills/skills位于investment-memo提交9c4c7d5

许可证： MIT

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

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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

来源与署名

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