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Investment memo writing v1.0.0

Use this resource to write an investment memo for a committee

New

  • 381 downloads
  • 110 likes
  • 189 saves

Free

Install with the CLI

In a terminal, from the folder you want:

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

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 memo into standard sections: summary, thesis, market, team, financial analysis and due diligence. It includes valuation benchmarks, comparables and an LBO returns summary, depending on the investor type (venture, growth equity, buyout or public markets).

Mostly picked by

Updated November 2, 2026

Card for the “Investment memo writing” skill

Details

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

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What you get

  • SKILL.md: memo outline and standard sections
  • SKILL.md: due diligence checklist and scoring matrix
  • SKILL.md: comparables analysis, DCF integration and LBO returns summary

Good fit for

  • You are preparing to present to an investment committee
  • You need to present a fundraise to an investor in a structured way

Not for

    Tags

    • investment
    • memo
    • due diligence
    • fundraising

    About

    You say

    “Draft the investment memo for a €2M raise by a SaaS start-up, with comparables.”

    Card for the “Investment memo writing” skill

    Skill published by travisjneuman 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.md10.3 KB

    Origin and licence

    Listed unmodified

    Author
    travisjneuman
    Source
    github.com/travisjneuman/.claude/tree/80adced2f6fc0cb54fadb0fd6f0d7429d1f84bd7/skills/investment-memo-generator
    Licence
    MIT

    Notice

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

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