ic-memo

ic-memo is a skill for Claude Code, Codex from w95/awesome-claude-corporate-skills. It costs 0 tokens per session (647 once invoked), scanned A, a copy of ic-memo, MIT.

A structured document for an investment committee deciding whether to approve a private-equity deal. It brings together the company, market, financial results, deal terms, investigation findings, risks, planned improvements, and expected returns.

In plain words
What is it for?
Use it to prepare deal write-ups, investment recommendations, and formal approval materials for an investment committee.
Why use it?
It turns information from different parts of a deal process into one decision document. This gives the committee a consistent view of the recommendation, risks, and possible outcomes.

Skill for Claude CodeCodex

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

Good fit Use it to prepare deal write-ups, investment recommendations, and formal approval materials for an investment committee.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/w95/awesome-claude-corporate-skills/ic-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 w95/awesome-claude-corporate-skills --skill ic-memo
Clone the repo
git clone --depth 1 https://github.com/w95/awesome-claude-corporate-skills

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 ic-memo

README.md
[![agentmods](https://agentmods.dev/badge/skills/w95/awesome-claude-corporate-skills/ic-memo/github.svg)](https://agentmods.dev/skills/w95/awesome-claude-corporate-skills/ic-memo)
Your own site
<a href="https://agentmods.dev/skills/w95/awesome-claude-corporate-skills/ic-memo"><img src="https://agentmods.dev/badge/skills/w95/awesome-claude-corporate-skills/ic-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 ic-memo

Your own site · 80×15
<a href="https://agentmods.dev/skills/w95/awesome-claude-corporate-skills/ic-memo"><img src="https://agentmods.dev/badge/skills/w95/awesome-claude-corporate-skills/ic-memo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 647 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 91% copy Near-identical to another mod 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 $0.00000 $0.00647
Opus 5 $0.00000 $0.00324
Sonnet 5 $0.00000 $0.00129
Haiku 4.5 $0.00000 $0.00065

Measured 13d ago against content hash 7d9ac87964a8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ic-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 13d 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.

Origin

This is a copy

91% identical to ic-memo — 7 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

02-finance-accounting/ic-memo/SKILL.md · 86 lines

How it starts

The opening of the file, as written. The whole thing — 86 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Investment Committee Memo

description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

Workflow

Step 1: Gather Inputs

Collect from the user (or from prior analysis in the session):

  • Company overview and business description
  • Industry/market context
  • Historical financials (3-5 years)
  • Management assessment
  • Deal terms (price, structure, financing)
  • Due diligence findings (commercial, financial, legal, operational)
  • Value creation plan / 100-day plan
  • Returns analysis (base, upside, downside)

Step 2: Draft Memo Structure

Standard IC memo format:

I. Executive Summary (1 page)

  • Company description, deal rationale, key terms
  • Recommendation and headline returns
  • Top 3 risks and mitigants

II. Company Overview (1-2 pages)

  • Business description, products/services
  • Customer base and go-to-market
  • Competitive positioning
  • Management team

III. Industry & Market (1 page)

  • Market size and growth
  • Competitive landscape
  • Secular trends / tailwinds
  • Regulatory environment

IV. Financial Analysis (2-3 pages)

  • Historical performance (revenue, EBITDA, margins, cash flow)
  • Quality of earnings adjustments
  • Working capital analysis
  • Capex requirements

V. Investment Thesis (1 page)

  • Why this is an attractive investment (3-5 pillars)
  • Value creation levers (organic growth, margin expansion, M&A, multiple expansion)
  • 100-day priorities

VI. Deal Terms & Structure (1 page)

  • Enterprise value and implied multiples
  • Sources & uses
  • Capital structure / leverage
  • Key legal terms

VII. Returns Analysis (1 page)

  • Base, upside, and downside scenarios
  • IRR and MOIC across scenarios
  • Key assumptions driving returns
  • Sensitivity analysis

Read the full file on GitHub · 86 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. 13d ago First seen · 86 lines · 0 tokens per session scan A 7d9ac87964a8

Subscribe to this mod's changes

ic-memo is a skill published in the GitHub repository w95/awesome-claude-corporate-skills (198 stars, last pushed 6mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 647 tokens. A static security scan graded it A with 0 findings. It is 91% identical to ic-memo, differing in 7 lines, and is treated as a copy.

Related

Other skills, from other repositories

file-processor-subagent

Sous-agent de traitement de fichiers — lecture, parsing, transformation et génération de fichiers multiformats. Se déclenche avec "sous-agent fichier", "file processing agent", "agent qui traite des fichiers", "PDF agent", "Excel agent", "document processor", "file parser agent". Also triggers on "agent that parses…

khalilbenaz/claude-skills-collection · 80 tokens

steuer-assistent

Points to the standalone module steuer-assistent: a local, offline-first receipt worksheet for German employee income-related expenses (Werbungskosten) -- record, sum to the cent, private ZIP export. Use this skill when Werbungskosten receipts should be prepared in a structured way -- with a clear boundary: not tax…

ellmos-ai/skills · 0 tokens

monthly-close-checklist-and-reconciliation-prep

A bookkeeping preparation skill that turns a pasted bank export or transaction list into a monthly-closing checklist, draft categories with disputed items marked, and a summary for an accountant or investor.

KirKruglov/claude-skills-kit · 75 tokens

finanz-versicherung

Strukturiert bereitgestellte Finanz- und Versicherungsunterlagen als neutrale Übersicht und Checkliste.

ellmos-ai/skills · 27 tokens

invoice-organizer

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Prat011/awesome-llm-skills · 44 tokens

dcf-model

Build discounted cash flow valuation workbooks in Excel.

NousResearch/hermes-agent · 14 tokens