deal-memo

deal-memo is a skill for Claude Code from Fusion-Data-Company/bristol-os. It costs 71 tokens per session (600 once invoked), scanned A, original, MIT.

A document-building workflow that turns real-estate research into an investment-committee memo, market study, deal one-pager, or similar report.

In plain words
What is it for?
It is for packaging findings for investment committees, lenders, investors, internal teams, or partners in Word, PDF, slide, or one-page formats.
Why use it?
It organizes scattered research into a readable document for a specific audience and output format.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions CLAUDE.md.

Part of the bristol-os plugin — 14 skills shipped together

Good fit It is for packaging findings for investment committees, lenders, investors, internal teams, or partners in Word, PDF, slide, or one-page formats.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/fusion-data-company/bristol-os/deal-memo
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add Fusion-Data-Company/bristol-os --skill deal-memo
Clone the repo
git clone --depth 1 https://github.com/Fusion-Data-Company/bristol-os

Made for: Claude Code.

Or install bristol-os, the plugin that ships this one along with the rest of its 14 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for deal-memo

README.md
[![agentmods](https://agentmods.dev/badge/skills/fusion-data-company/bristol-os/deal-memo/github.svg)](https://agentmods.dev/skills/fusion-data-company/bristol-os/deal-memo)
Your own site
<a href="https://agentmods.dev/skills/fusion-data-company/bristol-os/deal-memo"><img src="https://agentmods.dev/badge/skills/fusion-data-company/bristol-os/deal-memo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for deal-memo

Your own site · 80×15
<a href="https://agentmods.dev/skills/fusion-data-company/bristol-os/deal-memo"><img src="https://agentmods.dev/badge/skills/fusion-data-company/bristol-os/deal-memo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 600 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00071 $0.00600
Opus 5 $0.00036 $0.00300
Sonnet 5 $0.00014 $0.00120
Haiku 4.5 $0.00007 $0.00060

Measured 12d ago against content hash 743666bc4c39, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

deal-memo scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/bristol-os/skills/deal-memo/SKILL.md · 44 lines

How it starts

The opening of the file, as written. The whole thing — 44 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Deal Memo / Document Builder

Package the research from the other plays into a clean, audience-ready document.

When to use

"Write the investment committee memo," "make a one-pager on this deal," "turn what we found into something for the lenders/LPs," "draft the market study writeup."

First, ask one thing: audience & format

  • Audience: Investment Committee, lenders, LPs/investors, internal, or partners? (Sets tone and what to emphasize.)
  • Format: Word doc, PDF, slides, or one-page? (Use the matching builder/skill to produce the final file.) Default to the user's CLAUDE.md format preference if set.

Pull together

Gather outputs already produced (site one-pager, market study, comp table, assumptions memo, investor/owner brief). If something's missing and material, run that play first or flag the gap.

Templates (in bristol-os/templates/)

  • investment-memo.md — full IC memo.
  • market-study.md — market section.
  • site-one-pager.md — quick deal/site snapshot.

Structure of a strong IC memo

  1. Recommendation & ask — what's being decided, the recommendation, the specific ask (approve pursuit, approve capital, etc.).
  2. Deal snapshot — location, product, units, basis, business plan, key return metrics (as provided by Bristol's model — don't invent returns).
  3. Market — demand drivers, rents, supply pipeline, why this market now (from market study).
  4. Site — site specifics, zoning/entitlement, owner/control status.
  5. Underwriting assumptions — key inputs with sources and the sensitivity flags.
  6. Capital — debt + equity plan, target partners (from investor sourcing).
  7. Risks & mitigants — honest, specific; lead with supply and basis.
  8. Appendix — comp table, sources.

Output

  • The finished document saved to the deal folder, in the requested format.
  • Lead with the recommendation. Keep numbers sourced. Mark anything provided by Bristol's model as "per Bristol underwriting."

Guardrails

  • Don't fabricate returns, comps, or figures. Use Bristol's model numbers as given; research-sourced numbers get citations.
  • Present analysis, not investment advice; final decision and any legal/securities review stays with Bristol and counsel.
  • Keep it honest about risks — a memo that hides the supply pipeline isn't doing its job.

Read the full file on GitHub · 44 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 44 lines · 71 tokens per session scan A 743666bc4c39

Subscribe to this mod's changes

deal-memo is a skill published in the GitHub repository Fusion-Data-Company/bristol-os (1 stars, last pushed 2mo ago), licensed MIT. It adds 71 tokens to every session and 600 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Related

Other skills, from other repositories

audit-xls

Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check.

agentii-ai/agentii-investment-intelligence · 42 tokens

xlsx-financials

Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.

agentii-ai/agentii-investment-intelligence · 48 tokens

trade-execution

Trade execution using price action setups, major trend reversal trading top and bottom, MTR failure continuation, strong bull and bear breakout trading, strong and weak channel trading strategies, trading range strategies, opening range swings, integration with gold.technicalsetups for setup matching and execution…

agentii-ai/agentii-investment-intelligence · 59 tokens

synthesize

Thesis report synthesis — turn a thesis's markdown artifacts into its letter-size thesis-report.html, then OPTIMIZE it against real page renders. Four-step loop — pack (deterministic Python bundle of all sources + report/metrics.json), author (the LLM writes report/content.html — narrative, KPI tiles, badges…

agentii-ai/agentii-investment-intelligence · 134 tokens

trade-idea-generation

Systematic trade idea generation framework, fundamental quantitative and qualitative screening pipeline, catalyst-driven trade structuring, macro-to-micro idea translation, 20-60 day long-short portfolio management process.

agentii-ai/agentii-investment-intelligence · 42 tokens

chart-patterns

Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step sequence, wedges, double tops and bottoms, triangles, head and shoulders, climaxes, measured moves, support and…

agentii-ai/agentii-investment-intelligence · 73 tokens