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Deal memo

Skill Fusion-Data-Company/bristol-os/plugins/bristol-os/skills/deal-memo

One-paste Claude setup that turns Claude into an institutional multifamily research & underwriting teammate for Bristol Development Group — zero-config, fully cited, self-evolving (V1→V2→V3).

Install
npx -y skills add Fusion-Data-Company/bristol-os --skill deal-memo

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

  • 1 stars1 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Assemble research into a polished investment committee memo, market study, or deal one-pager. Use when the user says "write the memo," "put together an IC memo," "make a one-pager," "turn this into a document for the committee/lenders/LPs," or wants research packaged into a deliverable.

SKILL.md

2.6 KB, as published. Nobody here has run it

Deal Memo / Document Builder

Package the research from the other plays into a clean, audience-ready document.

When to use

"Write the investment committee memo," "make a one-pager on this deal," "turn what we found into something for the lenders/LPs," "draft the market study writeup."

First, ask one thing: audience & format

  • Audience: Investment Committee, lenders, LPs/investors, internal, or partners? (Sets tone and what to emphasize.)
  • Format: Word doc, PDF, slides, or one-page? (Use the matching builder/skill to produce the final file.) Default to the user's CLAUDE.md format preference if set.

Pull together

Gather outputs already produced (site one-pager, market study, comp table, assumptions memo, investor/owner brief). If something's missing and material, run that play first or flag the gap.

Templates (in bristol-os/templates/)

  • investment-memo.md — full IC memo.
  • market-study.md — market section.
  • site-one-pager.md — quick deal/site snapshot.

Structure of a strong IC memo

  1. Recommendation & ask — what's being decided, the recommendation, the specific ask (approve pursuit, approve capital, etc.).
  2. Deal snapshot — location, product, units, basis, business plan, key return metrics (as provided by Bristol's model — don't invent returns).
  3. Market — demand drivers, rents, supply pipeline, why this market now (from market study).
  4. Site — site specifics, zoning/entitlement, owner/control status.
  5. Underwriting assumptions — key inputs with sources and the sensitivity flags.
  6. Capital — debt + equity plan, target partners (from investor sourcing).
  7. Risks & mitigants — honest, specific; lead with supply and basis.
  8. Appendix — comp table, sources.

Output

  • The finished document saved to the deal folder, in the requested format.
  • Lead with the recommendation. Keep numbers sourced. Mark anything provided by Bristol's model as "per Bristol underwriting."

Guardrails

  • Don't fabricate returns, comps, or figures. Use Bristol's model numbers as given; research-sourced numbers get citations.
  • Present analysis, not investment advice; final decision and any legal/securities review stays with Bristol and counsel.
  • Keep it honest about risks — a memo that hides the supply pipeline isn't doing its job.

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.