Individual skill
IC Memo Drafting
Draft an investment committee memo covering deal thesis, business quality summary, diligence findings, risk matrix, returns analysis, and recommendation -- in the format senior investment professionals expect.
packs/private-equity/skills/ic-memo-drafting/SKILL.md
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- Last checked
- Nov 11, 2026
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- Sep 10, 2026
- License
- MIT
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# IC Memo Drafting
## When to use
Use this skill after diligence is substantially complete and the deal team has formed a clear view on the opportunity. The IC memo is the written argument for (or against) the investment decision -- it must be complete, balanced, and defensible under cross-examination from senior investment professionals, LPs, and in some cases, internal risk committees. Use it to draft the memo, stress-test the argument, and ensure no material finding from diligence is omitted.
## What it does
Produces a structured IC memo draft covering all standard sections: executive summary, business description, deal overview, market and competitive position, management assessment, diligence findings, financial analysis, returns, risk matrix, and recommendation. The draft is written in institutional investment prose -- direct, evidence-based, no marketing language.
## Method
### Step 1 -- Executive summary (write last, present first)
