Investment Committee Memo
Draft investment committee memoranda with deal thesis, diligence summary, returns analysis, and risk assessment.
⚠️
Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
This skill from Anthropic's official private equity plugin drafts investment committee memos with deal thesis, diligence summary, returns analysis, and risk assessment. Designed for private equity associates and VPs preparing IC presentations. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
ClaudeClaude Code
Use Cases
- ✓Draft investment committee memoranda
- ✓Structure deal thesis and risk assessment
- ✓Summarize diligence findings for IC review
- ✓Prepare returns analysis and valuation summary
Trigger Phrases
“Draft IC memo”“/ic-memo”“Write investment committee memo”“Prepare deal memo for IC”
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Requirements
- Claude Code or Claude Cowork
- Diligence materials and financial model
- Deal thesis and key risks