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home / skills / a5c-ai / babysitter / ic-memo-generator

ic-memo-generator skill

/plugins/babysitter/skills/babysit/process/specializations/domains/business/venture-capital/skills/ic-memo-generator

This skill helps generate Investment Committee memos by synthesizing due diligence findings into a clear, well-structured decision document for fast executive

npx playbooks add skill a5c-ai/babysitter --skill ic-memo-generator

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
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---
name: ic-memo-generator
description: Generates investment committee memos from due diligence artifacts
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
  - WebFetch
metadata:
  specialization: venture-capital
  domain: business
  skill-id: vc-skill-031
---

# IC Memo Generator

## Overview

The IC Memo Generator skill creates Investment Committee memos by synthesizing due diligence findings, analysis, and recommendations into a comprehensive decision document. It ensures consistent, thorough IC presentations.

## Capabilities

### Memo Generation
- Generate memos from DD artifacts
- Apply fund-standard memo templates
- Include all required sections
- Support varying detail levels

### DD Synthesis
- Synthesize commercial DD findings
- Incorporate financial analysis
- Summarize technical assessment
- Include legal and management evaluation

### Investment Thesis Articulation
- Articulate investment thesis clearly
- Document key risks and mitigants
- Present return expectations
- Include recommendation and terms

### Supporting Materials
- Generate appendix materials
- Include key data exhibits
- Attach DD backup documents
- Create executive summary version

## Usage

### Generate Full IC Memo
```
Input: DD artifacts, deal parameters
Process: Synthesize into memo format
Output: Complete IC memo document
```

### Create Executive Summary
```
Input: Full memo or DD findings
Process: Distill to key points
Output: One-page executive summary
```

### Update Existing Memo
```
Input: Prior memo, new information
Process: Update and highlight changes
Output: Updated memo with change tracking
```

### Generate Follow-Up Memo
```
Input: IC feedback, additional work
Process: Address IC questions
Output: Follow-up memo document
```

## Memo Sections

| Section | Content |
|---------|---------|
| Executive Summary | Deal overview, recommendation |
| Company Overview | Business, market, team |
| Investment Thesis | Why invest, key drivers |
| Market Analysis | TAM, competition, trends |
| Financial Analysis | Metrics, projections, valuation |
| Risk Assessment | Key risks, mitigants |
| Terms and Structure | Proposed deal terms |
| Recommendation | Investment decision request |

## Integration Points

- **Investment Committee Process**: Core memo skill
- **All DD Processes**: Synthesize findings
- **Deal Scoring Engine**: Include scores
- **IC Presenter (Agent)**: Support presentation

## Memo Quality Criteria

| Criteria | Description |
|----------|-------------|
| Completeness | All required sections addressed |
| Accuracy | Data verified and sourced |
| Clarity | Clear writing and logic |
| Balance | Fair treatment of risks |
| Actionability | Clear recommendation |

## Best Practices

1. Follow fund memo standards consistently
2. Lead with the investment thesis
3. Be honest about risks and uncertainties
4. Support claims with data
5. Anticipate IC questions

Overview

This skill generates Investment Committee (IC) memos by synthesizing due diligence artifacts into a standardized decision document. It produces full memos, one-page executive summaries, and targeted follow-ups to support committee deliberations. Outputs follow fund-standard templates and emphasize clarity, balance, and actionability.

How this skill works

The skill ingests due diligence artifacts—commercial, financial, technical, legal, and management assessments—and consolidates findings into each required IC section. It applies template rules, integrates quantitative exhibits and deal scores, and can update existing memos while highlighting changes. It also generates appendices and one-page summaries tailored to IC needs.

When to use it

  • Preparing a new IC memo from completed due diligence
  • Creating an executive summary for quick committee review
  • Updating an IC memo with fresh findings or pricing changes
  • Producing a follow-up memo addressing IC questions or requested analyses
  • Standardizing memos across multiple deals or portfolio teams

Best practices

  • Start with the investment thesis and the recommendation to orient the committee
  • Follow the fund’s memo template so sections map to IC expectations
  • Cite sources and attach backup exhibits for any key claims
  • Be explicit about key risks, mitigants, and upside / downside scenarios
  • Use consistent deal scoring and metrics to enable comparisons across opportunities

Example use cases

  • Generate a full IC memo from a set of diligence reports, financial models, and market notes
  • Create a one-page executive summary for the upcoming committee meeting
  • Update an existing memo after receiving revised financial projections or term sheet changes
  • Produce a follow-up memo that answers IC questions and documents next steps
  • Append detailed exhibits and source documents to support valuation and risk analysis

FAQ

What inputs are required to generate a complete IC memo?

Provide due diligence reports (commercial, financial, technical, legal), financial models or key metrics, deal parameters, and any prior memos or committee feedback.

Can the memo reflect different levels of detail?

Yes. The skill can produce a concise executive summary, a standard memo, or an expanded memo with appendices and full exhibits depending on audience needs.