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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".

70

Quality

85%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

SKILL.md
Quality
Evals
Security

Quality

Content

75%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, concise instruction-only skill with a clear three-step workflow and concrete per-section guidance. Its main weakness is the absence of an explicit validate→fix→retry feedback loop for the financial-table consistency checks it rightly calls out.

Suggestions

Add an explicit validation feedback loop in Step 3 (e.g., 'After drafting, verify EBITDA bridges tie, S&U balances, and returns math; if any mismatch, fix and re-check before finalizing') to push workflow_clarity from 4 to 5.

Consider a brief 'Quick start' or minimal-example memo stub at the top so Claude has a concrete copy-paste-ready scaffold rather than only section descriptions.

Optionally split the detailed section-by-section template into a referenced TEMPLATE.md and keep SKILL.md as an overview, which would strengthen progressive_disclosure if the skill grows.

DimensionReasoningScore

Conciseness

Lean bullet-driven structure with no padding or explanation of concepts Claude already knows; the enumerated section list is thorough but warranted. Minor trimming possible but every section earns its place, sitting just above the 3 anchor.

4 / 5

Actionability

Provides concrete, specific guidance — exact memo sections with page counts and per-section bullet contents, plus output format ('.docx', 'include tables'). Instruction-only yet highly actionable, with only minor gaps versus copy-paste-ready code skills.

4 / 5

Workflow Clarity

A clear 3-step sequence (Gather Inputs → Draft Memo Structure → Output Format) with a consistency-check checkpoint ('Financial tables should tie — check EBITDA bridges, S&U balances, returns math') and an instruction to ask for missing inputs. Slightly below 5 because there is no explicit validate→fix→retry feedback loop.

4 / 5

Progressive Disclosure

Well-organized single-file structure with clear section headers and no nested references; no bundle files exist, so all content is appropriately inline. Minor organization gaps versus the ideal quick-start/advanced split keep it at 4 rather than 5.

4 / 5

Total

16

/

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, specific description with explicit 'what' and 'when' clauses plus comprehensive natural trigger phrases. It uses correct third-person voice and avoids vague fluff, clearly carving a distinct PE/IC-memo niche.

DimensionReasoningScore

Specificity

Names the PE/IC-memo domain and several concrete actions ('Draft a structured investment committee memo', 'Synthesizes due diligence findings, financial analysis, and deal terms'), with only minor gaps in comprehensive coverage versus the 5 anchor.

4 / 5

Completeness

Explicitly answers both 'what' (draft IC memo synthesizing DD/financials/deal terms into an IC-ready document) and 'when' (concrete 'Use when...' clause with named trigger phrases), matching the 5 anchor.

5 / 5

Trigger Term Quality

Comprehensive natural trigger phrases with synonyms — 'write IC memo', 'investment committee memo', 'deal write-up', 'prepare IC materials', 'recommendation memo' — matching the 5 anchor's coverage of natural terms.

5 / 5

Distinctiveness Conflict Risk

A clearly distinct PE investment-committee niche with specialized triggers; minimal overlap risk with other generic writing skills.

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.

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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