Investment Memo Generator

Generates structured investment memos across different asset classes, from seed stage VC to PE buyouts. You get standard frameworks for each section (executive summary, market analysis, financials, risks), stage-specific diligence checklists, and scoring matrices that actually help you reach a decision. The templates include financial model skeletons for DCF, comps, and LBO returns with bear/base/bull scenarios. What's useful here is the pre-built structure: it won't write your thesis for you, but it gives you the scaffolding that investment committees expect, plus honest guidance on what matters at each stage. The quality checklist at the end is a good sanity check before you hit send.

Install to Claude Code

npx -y skills add travisjneuman/.claude --skill investment-memo-generator --agent claude-code