Investment Memo Generator

Generates structured investment memos across different asset classes, from seed stage VC to PE buyouts. You get standard frameworks for each section (executive summary, market analysis, financials, risks), stage-specific diligence checklists, and scoring matrices that actually help you reach a decision. The templates include financial model skeletons for DCF, comps, and LBO returns with bear/base/bull scenarios. What's useful here is the pre-built structure: it won't write your thesis for you, but it gives you the scaffolding that investment committees expect, plus honest guidance on what matters at each stage. The quality checklist at the end is a good sanity check before you hit send.

skills.sh installs: 219
GitHub stars: 108
last updated: Aug 21, 2026

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Install

$ npx -y skills add travisjneuman/.claude --skill investment-memo-generator --agent claude-code

Installs into .claude/skills of the current project.

Files

Investment Memo Generator

Structured frameworks for creating investment memos across VC, growth equity, PE, and public markets.

Investment Memo Structure

Standard Memo Sections

INVESTMENT MEMO OUTLINE:

1. EXECUTIVE SUMMARY (1 page)
   - Company overview (one-liner)
   - Investment thesis (3-5 bullet points)
   - Key terms (valuation, round size, ownership)
   - Recommendation (invest / pass / more diligence)

2. COMPANY OVERVIEW (1-2 pages)
   - History and founding story
   - Business model and revenue streams
   - Product/service description
   - Current stage and key milestones

3. MARKET ANALYSIS (1-2 pages)
   - TAM / SAM / SOM sizing
   - Market dynamics and trends
   - Competitive landscape
   - Regulatory environment

4. INVESTMENT THESIS (1-2 pages)
   - Core thesis pillars (3-5)
   - Differentiation / moat analysis
   - Growth drivers
   - Why now? (timing catalyst)

5. FINANCIAL ANALYSIS (2-3 pages)
   - Historical financials summary
   - Key metrics and unit economics
   - Financial projections (base/bull/bear)
   - Valuation analysis

SKILL.md on GitHub