Investment memo
Write an investment memo / IC memo - thesis, business, market, financials, valuation, returns, risks, and recommendation - with disclaimers. Use for an investment decision (deal, equity, project).From its SKILL.md
npx -y skills add m-binimran/finance-pack --skill investment-memoAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
One thing to look at
- 2 stars2 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.
SKILL.md
1.4 KB, 279 tokens by cl100k_base, as published. Nobody here has run it
investment-memo
The document a decision is made from: a clear recommendation, the case for and against, and the numbers behind it.
Structure
- Recommendation + thesis (up top): what you propose and the 2-3 reasons - the decision-maker's TL;DR.
- Opportunity: business, market, why now, the edge.
- Financials & unit economics: the key sourced figures and trends.
- Valuation & returns: entry, the value range (
dcf-valuation/comps-valuation), expected return/IRR/MOIC with the assumptions; base/bull/bear. - Risks & mitigants: the real downside, quantified, and what could kill the thesis.
- Terms / structure (if a deal): price, structure, conditions.
- Disclaimer + disclosures.
Output
- The memo (recommendation, thesis, financials, valuation/returns, scenarios, risks) - figures sourced, returns labeled as estimates with assumptions, disclaimer + conflict disclosure included.
Guardrails
- A recommendation requires a disclaimer + disclosure (
no-investment-advice); no guaranteed returns. - Present the bear case honestly (
analysis-objectivity); returns are estimates (projection-guard).
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.