investment-memo-generator

investment-memo-generator is a skill for Claude Code, Codex from travisjneuman/.claude. It costs 37 tokens per session (2,460 once invoked), scanned A, original, MIT.

A structured guide for writing investment memos: documents that summarise a company, market, financial position, risks, and an investment recommendation. It covers venture capital, growth equity, private equity, and public markets.

In plain words
What is it for?
Use it to create investment memos, deal summaries, pitch decks, financial analyses, and investment recommendations.
Why use it?
It helps turn scattered business and financial information into a consistent document for investors or an investment committee.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to create investment memos, deal summaries, pitch decks, financial analyses, and investment recommendations.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/travisjneuman/.claude/investment-memo-generator
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 travisjneuman/.claude --skill investment-memo-generator
Clone the repo
git clone --depth 1 https://github.com/travisjneuman/.claude

Made for: Claude Code, Codex.

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 investment-memo-generator

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisjneuman/.claude/investment-memo-generator/github.svg)](https://agentmods.dev/skills/travisjneuman/.claude/investment-memo-generator)
Your own site
<a href="https://agentmods.dev/skills/travisjneuman/.claude/investment-memo-generator"><img src="https://agentmods.dev/badge/skills/travisjneuman/.claude/investment-memo-generator/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 investment-memo-generator

Your own site · 80×15
<a href="https://agentmods.dev/skills/travisjneuman/.claude/investment-memo-generator"><img src="https://agentmods.dev/badge/skills/travisjneuman/.claude/investment-memo-generator.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 37 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,460 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. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 2 findings, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Agent Snooping · line 327
    Skill enumerates or reads other installed skills. Access to other skills' SKILL.md files or the skills directory reveals prompt instructions, capabilities, and secrets that should be invisible to peer skills.
    Fix: Remove all code or instructions that list or read other skills' files or directories. Skills should operate independently; cross-skill access is a privilege escalation.
  • medium Agent Snooping · line 328
    Skill enumerates or reads other installed skills. Access to other skills' SKILL.md files or the skills directory reveals prompt instructions, capabilities, and secrets that should be invisible to peer skills.
    Fix: Remove all code or instructions that list or read other skills' files or directories. Skills should operate independently; cross-skill access is a privilege escalation.
How audits are shown
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 $0.00037 $0.02460
Opus 5 $0.00018 $0.01230
Sonnet 5 $0.00007 $0.00492
Haiku 4.5 $0.00004 $0.00246

Measured 9d ago against content hash 24e2f7a2baf1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

investment-memo-generator 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 9d 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.

skills/investment-memo-generator/SKILL.md · 330 lines

How it starts

The opening of the file, as written. The whole thing — 330 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Investment Memo Generator

Structured frameworks for creating investment memos across VC, growth equity, PE, and public markets.

Investment Memo Structure

Standard Memo Sections

INVESTMENT MEMO OUTLINE:

1. EXECUTIVE SUMMARY (1 page)
   - Company overview (one-liner)
   - Investment thesis (3-5 bullet points)
   - Key terms (valuation, round size, ownership)
   - Recommendation (invest / pass / more diligence)

2. COMPANY OVERVIEW (1-2 pages)
   - History and founding story
   - Business model and revenue streams
   - Product/service description
   - Current stage and key milestones

3. MARKET ANALYSIS (1-2 pages)
   - TAM / SAM / SOM sizing
   - Market dynamics and trends
   - Competitive landscape
   - Regulatory environment

4. INVESTMENT THESIS (1-2 pages)
   - Core thesis pillars (3-5)
   - Differentiation / moat analysis
   - Growth drivers
   - Why now? (timing catalyst)

5. FINANCIAL ANALYSIS (2-3 pages)
   - Historical financials summary
   - Key metrics and unit economics
   - Financial projections (base/bull/bear)
   - Valuation analysis

6. MANAGEMENT TEAM (1 page)
   - Founders and key executives
   - Relevant experience and track record
   - Gaps and hiring plan
   - Reference check highlights

7. RISKS AND MITIGANTS (1 page)
   - Key risks ranked by severity
   - Mitigating factors for each risk
   - Deal-breaker thresholds

8. TERMS AND STRUCTURE (0.5-1 page)
   - Proposed terms
   - Cap table impact
   - Governance rights
   - Liquidation preferences

9. RECOMMENDATION
   - Clear invest / pass recommendation
   - Conditions or contingencies
   - Next steps and timeline

Due Diligence Frameworks

Diligence Checklist by Category

Category Key Questions Sources
Market TAM accuracy? Growth rate? Tailwinds/headwinds? Industry reports, expert calls, census data
Product Product-market fit evidence? Defensibility? Roadmap? Customer interviews, product demo, NPS data
Financial Revenue quality? Unit economics? Cash runway? Financial statements, data room, QofE report
Team Founder-market fit? Key person risk? Bench depth? Reference checks, LinkedIn, prior exits
Legal IP ownership? Litigation? Regulatory exposure? Legal counsel review, patent search
Customers Concentration risk? Churn? Expansion revenue? Customer calls, cohort data, NRR analysis
Technology Tech debt? Scalability? Security posture? CTO interview, code review, SOC 2 status

Read the full file on GitHub · 330 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. 9d ago First seen · 330 lines · 37 tokens per session scan A 24e2f7a2baf1

Subscribe to this mod's changes

investment-memo-generator is a skill published in the GitHub repository travisjneuman/.claude (97 stars, last pushed 7d ago), licensed MIT. It adds 37 tokens to every session and 2,460 once invoked, about $0.0002 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 2026-09-03.