Investment Memo

作者 claude-office-skills9c4c7d5cd281MIT499 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫8 個月前更新

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

僅含說明Business & Finance

AI 產生的概覽

為創投、私募股權或公開市場交易撰寫結構化投資備忘錄，涵蓋投資論點、風險與建議。

功能: 此技能可指導撰寫供投資委員會審閱的投資備忘錄，適用於創投、私募股權、對沖基金或內部投資情境。它提供創投與私募股權兩種備忘錄結構，以及完整的 Markdown 輸出範本，涵蓋執行摘要、公司概況、市場機會、競爭態勢、團隊、營運指標、財務資料、交易條件、報酬情境、風險分析與投資建議。它也提供多種格式版本，例如標準投資委員會備忘錄、一到兩頁的交易摘要、快速觀點，以及後續追蹤更新。
適用情境: 當你需要根據手邊已有的盡職調查資料起草或組織投資備忘錄時使用。它適合為投資委員會準備文件、彙整交易內容，或更新既有投資部位。它無法取代第一手盡職調查或專業投資判斷。
執行需求: 僅為指示性內容，未附指令碼。文件提及 office-mcp 伺服器及其 create_docx、fill_docx_template 與 docx_to_pdf 工具，用於產出 Word 或 PDF 檔案，並列出建議或相容的模型。文件說明其無法存取專有交易資料，因此投資背景與盡職調查結果須由使用者提供。

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!

來源與署名

來源：claude-office-skills/skills位於investment-memo提交9c4c7d5

授權條款： MIT

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檢舉或申請下架

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

來源與署名

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