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 underwriter-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
- Recommendation & ask — what's being decided, the recommendation, the specific ask (approve pursuit, approve capital, etc.).
- Deal snapshot — location, product, units, basis, business plan, key return metrics (as provided by the firm's model — don't invent returns).
- Market — demand drivers, rents, supply pipeline, why this market now (from market study).
- Site — site specifics, zoning/entitlement, owner/control status.
- Underwriting assumptions — key inputs with sources and the sensitivity flags.
- Capital — debt + equity plan, target partners (from investor sourcing).
- Risks & mitigants — honest, specific; lead with supply and basis.
- 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 the firm's model as "per [Firm] underwriting."
Guardrails
- Don't fabricate returns, comps, or figures. Use the firm's model numbers as given; research-sourced numbers get citations.
- Present analysis, not investment advice; final decision and any legal/securities review stays with the firm and counsel.
- Keep it honest about risks — a memo that hides the supply pipeline isn't doing its job.
1---2name: deal-memo3description: 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.4---56# Deal Memo / Document Builder78Package the research from the other plays into a clean, audience-ready document.910## When to use11"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."1213## First, ask one thing: audience & format14- **Audience:** Investment Committee, lenders, LPs/investors, internal, or partners? (Sets tone and what to emphasize.)15- **Format:** Word doc, PDF, slides, or one-page? (Use the matching builder/skill to produce the final file.)16Default to the user's CLAUDE.md format preference if set.1718## Pull together19Gather 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.2021## Templates (in `underwriter-os/templates/`)22- `investment-memo.md` — full IC memo.23- `market-study.md` — market section.24- `site-one-pager.md` — quick deal/site snapshot.2526## Structure of a strong IC memo271. **Recommendation & ask** — what's being decided, the recommendation, the specific ask (approve pursuit, approve capital, etc.).282. **Deal snapshot** — location, product, units, basis, business plan, key return metrics (as provided by the firm's model — don't invent returns).293. **Market** — demand drivers, rents, supply pipeline, why this market now (from market study).304. **Site** — site specifics, zoning/entitlement, owner/control status.315. **Underwriting assumptions** — key inputs with sources and the sensitivity flags.326. **Capital** — debt + equity plan, target partners (from investor sourcing).337. **Risks & mitigants** — honest, specific; lead with supply and basis.348. **Appendix** — comp table, sources.3536## Output37- The finished document saved to the deal folder, in the requested format.38- Lead with the recommendation. Keep numbers sourced. Mark anything provided by the firm's model as "per [Firm] underwriting."3940## Guardrails41- Don't fabricate returns, comps, or figures. Use the firm's model numbers as given; research-sourced numbers get citations.42- Present analysis, not investment advice; final decision and any legal/securities review stays with the firm and counsel.43- Keep it honest about risks — a memo that hides the supply pipeline isn't doing its job.
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