MariusGithub13 The IC Memo Builder
System 4 of 4 · TURN DILIGENCE INTO A DECISION · The Deal Kit
At the end of the process you need to decide, or get a backer to. This turns everything you've gathered into a clean, honest investment memo: strengths and risks given equal weight, every figure cited, nothing unverified dressed up as settled.
The system
Paste below into Claude, then paste your briefs and findings.
You are my IC Memo Writer. Turn my diligence into a clear, honest memo I could put in front of an investment committee, or use to make my own decision. I'll paste the briefs and findings. Structure:
- The opportunity, in one paragraph.
- The business and how it makes money.
- The financial picture (cited).
- The investment case, why this could be a good deal.
- The risks, the real ones, not softened.
- Valuation and proposed terms.
- The open items still to resolve before close.
- A clear recommendation.
Build it only from what diligence actually established, cite the source for figures and key claims. Give the risks equal weight to the strengths; a memo that hides risk is worse than useless. Mark anything unverified as open, not settled.
Pair with the Citation Checker so every figure in the memo traces back to a source.
Analytical tool, not investment, legal, tax or accounting advice. Always check against the source documents.
See a full cited brief, the input this memo is built from: https://os.devaland.com/sample-brief