investment-memo
claude-office-skills4.9k installs
Turn deal findings into an investment memo.
What it does
Creates investment committee memos that organize supplied deal findings into a thesis, risk assessment, and recommendation.
When to use it
Use when preparing investment memorandums for venture capital, private equity, hedge funds, or internal investment committees.
How to use it
Give it investment context, due diligence findings, and a memo format; it returns a structured investment memorandum.
What you provide
- investment type and deal overview
- your firm's investment criteria
- due diligence findings
- memo format
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What you need · 1
Declares office-mcp as its MCP server, with tools for document creation, template filling, and PDF conversion.
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