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deal-memo-drafting

Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials. Use for prompts like "draft a deal memo", "turn this diligence packet into a memo", or "write the IC draft". Best when you already have research findings, model review notes, meeting outputs, and supporting documents. Optional Open Brain search and capture can pull prior context and store the final memo or recommendation summary.

68

Quality

83%

Does it follow best practices?

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SecuritybySnyk

Passed

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SKILL.md
Quality
Evals
Security

Quality

Content

82%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A concise, well-structured instruction-only skill that assumes Claude's competence and provides concrete, sequenced guidance for memo drafting with explicit honesty rules acting as validation. The main gap is the absence of any bundle-file split and no formal retry/verification loop in the workflow.

Suggestions

Add an explicit verification checkpoint in the Process (e.g., after Draft, 're-read each section and confirm every claim is tagged as fact, inference, or gap') to push workflow_clarity toward 5.

Consider moving the 'Evidence and Judgment Rules' or per-memo-type guidance into a reference file and pointing to it from SKILL.md to better separate overview from detail and improve progressive_disclosure.

Tighten the opening 'Problem'/'Audience' framing or fold them into 'When to Use' to reduce length closer to a lean overview.

DimensionReasoningScore

Conciseness

The body is lean throughout with no explanation of concepts Claude already knows; every section is a tight list or short directive and the only framing prose ('The hardest part of memo drafting is not prose...') is a single purposeful sentence.

5 / 5

Actionability

For an instruction-only skill the guidance is concrete and specific — the memo spine enumerates 'Thesis, market, business, economics, risks, open questions, recommendation' and the Judgment Rules give explicit directives — but it remains prose guidance rather than copy-paste-ready executable material.

4 / 5

Workflow Clarity

The Process is a clearly numbered six-step sequence (Frame, Inventory, Spine, Draft, Tighten, Optional Open Brain) with sub-bullets, and the 'Draft with explicit honesty' plus 'Tighten for decision-readiness' steps function as self-check checkpoints, though there is no formal validate-fix-retry loop.

4 / 5

Progressive Disclosure

The body is well-organized with clear section headers and sibling skills are cleanly signaled under 'When Not to Use' and 'Works Well With'; with no bundle files present it is self-contained, but at roughly 85 lines it is longer than the lean-overview ideal and could be split.

4 / 5

Total

17

/

20

Passed

Description

83%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong, well-structured description that clearly states what the skill does and when to use it, with natural trigger phrases and good domain coverage. Third-person voice is maintained throughout with no first/second-person penalties.

DimensionReasoningScore

Specificity

The description lists several concrete actions across a comprehensive set of memo types ('drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief'), though several are framed as prompt phrases rather than capability verbs, keeping it just below the fully comprehensive anchor 5.

4 / 5

Completeness

It explicitly answers both 'what' (draft structured memos from diligence materials) and 'when' with concrete trigger phrases ('Use for prompts like...'), matching the anchor-5 example pattern exactly.

5 / 5

Trigger Term Quality

It quotes natural phrases a user would actually say ('draft a deal memo', 'turn this diligence packet into a memo', 'write the IC draft') plus synonyms across memo types, giving strong coverage with only minor variations missing.

4 / 5

Distinctiveness Conflict Risk

The 'investor-first' framing and explicit grounding in diligence materials carve a clear niche, with only minor overlap risk against adjacent research/analysis skills that the body (not the description) disambiguates.

4 / 5

Total

17

/

20

Passed

Validation

93%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation15 / 16 Passed

Validation for skill structure

CriteriaDescriptionResult

frontmatter_unknown_keys

Unknown frontmatter key(s) found; consider removing or moving to metadata

Warning

Total

15

/

16

Passed

Repository
NateBJones-Projects/OB1
Reviewed

Table of Contents

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