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Investment committee memo v1.0.0

Use this resource to draft an investment committee memo from due diligence and the deal terms

New

  • 320 downloads
  • 132 likes
  • 165 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install investment-committee-memo-2

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 gathers the deal inputs, then writes the memo in a standard structure, from the executive summary to the returns scenarios. You get a memo ready for review, with a recommendation.

Mostly picked by

Updated November 2, 2026

Card for the “Investment committee memo” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: inputs to collect and required information
  • SKILL.md: standard memo structure and output format

Good fit for

  • Preparing a committee presentation for a buyout
  • Formalising an investment recommendation after diligence

Not for

    Tags

    • investment committee
    • memo
    • private equity
    • recommendation

    About

    You say

    “Draft the committee memo for the buyout of company X: €80m price, debt at 4x EBITDA and three exit scenarios.”

    Card for the “Investment committee memo” skill

    Skill published by anthropics under the Apache-2.0 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 draft an investment committee memo from due diligence and the deal terms
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/private-equity/skills/ic-memo
    Licence
    Apache-2.0

    Notice

    « ic-memo » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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