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ic-memo

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

Quality

90%

Does it follow best practices?

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Adds up to 20 points to the overall score

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is ic-memo in anthropics/financial-services

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 well-structured, token-efficient instruction skill that gives a complete IC memo template with sensible balance and consistency guardrails. Its main gaps are the absence of concrete examples (a sample financial or returns table) and validation steps placed as notes rather than explicit checkpoints in the workflow sequence.

Suggestions

Add a short worked example inline or in a reference file — e.g., a sample returns table (scenario, IRR, MOIC) and one example investment-thesis pillar — to make the financials guidance copy-paste concrete.

Move the tie-out check into the workflow as an explicit final step, e.g., 'Step 4: Verify — check that EBITDA bridges, sources & uses, and returns math tie before delivering; fix and re-check if not', so validation is sequenced rather than a side note.

Consider externalizing the full section-by-section memo template (Sections I–IX) into a references/template.md file, keeping SKILL.md as a tighter overview of the workflow, given the body is ~84 lines.

DimensionReasoningScore

Conciseness

The body is lean bullet-list guidance that assumes Claude's competence — it uses IRR, MOIC, quality-of-earnings, sources & uses, and EBITDA bridges without explaining any of them, and every bullet carries task-specific content. Not 4 because there is no over-explanation or padding to trim; each line is part of the deliverable spec.

5 / 5

Actionability

The section-by-section template ("I. Executive Summary" through "IX. Recommendation") with page counts and per-section content lists is directly actionable, and output rules are concrete ("Word document (.docx)", "Include tables for financials and returns, not just prose"). Not 5 because there are no concrete worked examples — e.g., a sample returns table, a sensitivity table format, or an example thesis pillar — leaving minor gaps between instruction and execution; not 3 because the guidance is concrete and complete enough to execute without guesswork on structure.

4 / 5

Workflow Clarity

A clear three-step sequence (gather inputs → draft structure → output format) with an explicit input checklist in Step 1 and validation guidance ("Financial tables should tie — check that EBITDA bridges, S&U balances, and returns math is consistent"; "Ask for missing inputs rather than making assumptions"). Not 5 because the tie-out check and missing-input loop live in 'Important Notes' rather than as explicit sequenced checkpoints with a fix-and-recheck cycle; not 3 because the sequence is complete and validation is present, just not embedded in the step flow.

4 / 5

Progressive Disclosure

Well-organized single-file skill with clean headers (Workflow, Important Notes) and no bundle files to reference; all content is needed on every invocation, so inline placement is mostly appropriate. Not 5 because at ~84 lines of body it exceeds the under-50-line simple-skill case, and the full section-by-section memo template could optionally live in a references/ template file to keep SKILL.md as a tighter overview; not 3 because nothing is misfiled or buried — the structure is coherent and navigable.

4 / 5

Total

17

/

20

Passed

Description

95%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 description: third-person, concrete, and specific to the PE/IC-memo niche, with an explicit 'Use when' clause and a comprehensive set of natural quoted trigger phrases. The only soft spot is that the capability list stops short of the output/deliverable specifics covered in the body.

DimensionReasoningScore

Specificity

"Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document" names the domain and several concrete actions (draft, synthesize DD findings/financials/deal terms) in third-person voice. Not 5 because capability coverage is not exhaustive — output formatting and table generation are only mentioned in the body; not 3 because more than 1-2 concrete actions are explicitly listed.

4 / 5

Completeness

Both questions are answered explicitly: what — "Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms"; when — "Use when preparing for investment committee, writing up a deal, or creating a formal recommendation" with concrete trigger phrases. Matches the anchor-5 good example structure exactly; a 4 would require the 'when' clause to be less explicit.

5 / 5

Trigger Term Quality

Explicit quoted triggers — "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", "recommendation memo" — plus "preparing for investment committee", "writing up a deal", and "creating a formal recommendation" give comprehensive, natural synonym coverage for this domain (file extensions are not applicable here). Stays at 5 rather than 4 because no commonly used phrasing for requesting an IC memo is missing.

5 / 5

Distinctiveness Conflict Risk

The PE deal-approval niche with domain-specific triggers ("investment committee memo", "prepare IC materials") gives a clear lane unlikely to fire for adjacent memo/report skills; only "creating a formal recommendation" is mildly broad, which is anchored by the PE framing in the first sentence. Not 4, as the overlap risk is negligible rather than minor.

5 / 5

Total

19

/

20

Passed

Validation

100%

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

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

anthropics/financial-services

Path

plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md

Reviewed

Table of Contents

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