Investment Memo Writer
Write professional investment memorandums for VC, PE, or public market investments. Structure thesis, risks, and recommendations clearly.
The IC meeting is Thursday and your investment memo is a bulleted email that doesn't do the deal justice. A proper memo needs a structured thesis, market analysis, risk framework, and clear recommendation — not stream-of-consciousness notes.
Who it's for: VC associates writing deal memos for investment committee, PE analysts preparing acquisition recommendations, hedge fund analysts structuring public market theses, corporate development teams evaluating M&A targets, angel investors formalizing investment decisions
Example
"Write an investment memo for a Series B SaaS company doing $8M ARR" → Professional IC memo with executive summary, investment thesis, market analysis, competitive positioning, financial overview, risk framework with mitigants, and a clear recommendation with terms — ready for committee review
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add investment-memo# Investment Memo
## Overview
I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations.
**What I can do:**
- Structure investment thesis clearly
- Summarize key due diligence findings
- Analyze risks and mitigants
- Present valuation and returns analysis
- Draft actionable recommendationsGet new playbooks like this one
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What This Does
I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/InvestmentMemo
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/InvestmentMemo/
Step 3: Start Working
cd ~/Documents/InvestmentMemo
claude
How to Use
Step 1: Provide Investment Context
Tell me:
- Type of investment (VC/PE/Public/Credit)
- Company/deal overview
- Investment amount and terms (if known)
- Your firm's investment criteria
Step 2: Share Due Diligence Findings
Provide:
- Company background and financials
- Market and competitive analysis
- Management assessment
- Key risks identified
- Valuation analysis
Step 3: Specify Memo Format
- Standard IC Memo: Full formal memo
- Deal Summary: 1-2 page overview
- Quick Take: Brief investment thesis
- Follow-on Memo: Update on existing position
Output Format
# INVESTMENT MEMORANDUM
Tips
- Provide all available data for more complete analysis
- Specify your fund's criteria (stage, check size, sectors)
- Include any concerns you want addressed
- Mention comparable deals for benchmarking
- Indicate urgency if timeline matters
Limitations
- Cannot conduct primary diligence
- Analysis based on provided information only
- Does not replace IC discussion and judgment
- May not reflect latest market data
- Not investment advice