nahisaho Investment Memo
Investment recommendation with evidence synthesis.
Use This Skill When
- Writing the final investment memo from DD findings.
- Synthesizing market, competitive, financial, and risk analyses.
- Generating Go / No-Go / Conditional recommendations.
Workflow
- Synthesize findings from all prior DD phases.
- State investment thesis in 1-2 sentences.
- Summarize key findings (market opportunity, competitive position, financial health, risks).
- Present recommendation: Go / No-Go / Conditional Go (with specific conditions).
- Define next steps if Go/Conditional (due dates, responsible parties).
- Run quality checks.
Deliverables
report.md: complete investment memo.- Reuse
assets/investment-memo-template.mdwhen producing standardized memos.
Quality Gates
- Investment thesis stated clearly (1-2 sentences).
- Recommendation is explicit: Go / No-Go / Conditional (not ambiguous).
- Conditions for Go are specific, measurable, and time-bound.
- Critical/High risks from risk matrix are surfaced in executive summary.
- All prior DD phase outputs are referenced and synthesized.
- Document marked "DRAFT — CONFIDENTIAL".
If any gate fails: identify the issue, fix, and re-validate.
Gotchas
- 「Conditional Go」の条件は SMART（Specific, Measurable, Achievable, Relevant, Time-bound）であること
- Risk Matrix で Critical リスクの緩和策が未定義の場合、Go を推奨してはならない
- エグゼクティブサマリーは全セクション完成後に書くこと
- 「投資しない理由がない」は Go の理由にならない。積極的な投資理由（thesis）を明記すること
Validation Loop
- 投資メモを生成
- チェック: Thesis明確性、推奨の明示性、条件のSMART性、リスクサーフェス
- 不合格なら修正
- ユーザー承認後のみ完了 ⏸️