A formal investment committee memo that brings together a company's overview, deal terms, investigation findings, risks, planned improvements, and expected returns. An investment committee is the group that decides whether a fund should proceed with a deal.

Use it to prepare deal write-ups, summarize due diligence and financial analysis, present return scenarios, and request approval from an investment committee.

It gives decision-makers one consistent document for reviewing the opportunity, recommendation, risks, and supporting analysis.

ic-memo — Skill for Claude Code by yuping322

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 yuping322/financial-services-plugins-new --skill ic-memo

Clone the repo

git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install private-equity, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/ic-memo/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/ic-memo)

Your own site

<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/ic-memo"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/ic-memo"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/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 100% 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.

Model	Per session	Once 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 6d ago against content hash 7d9ac87964a8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, 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 6d 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

100% identical to ic-memo — 0 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.

private-equity/skills/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.

6d 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 yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. 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 100% identical to ic-memo, differing in 0 lines, and is treated as a copy.

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