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Investment committee memo (VC, PE, public markets) v1.0.0

Use this resource to write an investment memo for a committee

New

  • 302 downloads
  • 139 likes
  • 243 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install investment-committee-memo

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent structures the investment thesis, summarizes your due diligence findings, analyzes risks and mitigants, then presents valuation and a recommendation. It adapts the format to venture capital, private equity or an internal committee.

Mostly picked by

Updated November 2, 2026

Card for the “Investment committee memo (VC, PE, public markets)” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: memo structure with VC and PE templates
  • SKILL.md: committee output format (summary, risks, recommendation)

Good fit for

  • You must submit a deal to your fund's investment committee
  • Your due diligence notes must become a decision document

Not for

    Tags

    • investment
    • committee
    • due diligence
    • valuation

    About

    You say

    “Write the IC memo for this Series A: thesis, market, main risks and recommendation.”

    Card for the “Investment committee memo (VC, PE, public markets)” skill

    Skill published by claude-office-skills under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write an investment memo for a committee
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md9.8 KB

    Origin and licence

    Listed unmodified

    Author
    claude-office-skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/investment-memo
    Licence
    MIT

    Notice

    « investment-memo » (claude-office-skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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