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SkillReady to runFinanceValuation

Investment Memo Summary

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 15, 2026

Trigger check passed

Editorially graded · Jun 15, 2026

Transforms financial projection files and deal context into a polished 3-page IC-ready investment memo, delivered as a PDF (primary reading copy) and an editable DOCX. Structures the memo with an executive summary, financial highlights table, valuation summary, returns bridge, risk/mitigant pairs, and an explicit decision ask — all drawn from the user's provided data, never invented. Use when a PE, VC, or growth equity analyst needs to convert raw projections and deal notes into a committee-ready brief before a vote, LOI, or GP/LP update.

What you get

An installable SKILL.md file for your AI assistant. Produces a PDF.

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
I'm working on an IC memo for MedSync, a healthcare SaaS company. Here's what I have: Company: MedSync, Deal: $8M primary growth equity investment, Series B, pre-money valuation $40M, Thesis: MedSync is automating administrative workflows for independent physician practices, with strong unit economics and a large TAM. Projections: Revenue: 2024A $5.2M, 2025E $8.1M, 2026E $12.0M, 2027E $16.5M, 2028E $21.0M, Gross Margin: 2024A 78%, 2025E 80%, 2026E 82%, 2027E 83%, 2028E 84%
Sample output
Sample PDF output produced by the Investment Memo Summary skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Investment Committee Memorandum for MedSync, including Executive Summary, Financial Highlights, Valuation Summary, Risks & Mitigants, and Recommendation. Example content: MedSync is a healthcare SaaS platform providing automated patient scheduling and billing solutions, generating $5.2M in 2024 revenue, with a recommended $8.0M primary growth equity investment at a $40.0M pre-money valuation.

Goes well with

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