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 5.5 $0.00028 $0.00240
Sonnet 5.5 $0.00014 $0.00120
Haiku 4.5 $0.00007 $0.00060

Measured 1mo ago against content hash 743666bc4c39, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 1mo 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. 1mo 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 4mo ago), licensed MIT. It adds 71 tokens to every session and 600 once invoked, about $0.0003 per session on Opus 5.5. 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.

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