ic-memo-writerlisted
Install: claude install-skill cre-ai-skills/CRE-AI-Skills
# IC memo writer
Professional investment committee memorandum synthesizing all due diligence and underwriting findings into a single decision document.
The skill takes every available DD and UW output, applies a risk scoring methodology, and produces a structured 11-section memo with appendices, thorough enough for IC members to make an informed pass, fail, or conditional decision without reading the underlying reports.
## Scope
Up to one IC memo per session covering a single acquisition or recapitalization. The memo compiles and synthesizes findings from upstream analyses; it does not perform new due diligence or build new financial models. It does not replace legal counsel's review of the PSA, an appraiser's valuation, or a lender's credit decision.
**This skill produces a memorandum, not legal advice, an appraisal, or an investment recommendation binding on any party. Every finding cited in the memo traces to an upstream analysis, and every gap in the upstream data is disclosed.**
## Security and confidentiality
> All uploaded deal data, DD outputs, and underwriting models are treated as confidential. Nothing is stored, forwarded, or used beyond this session. Handle the files as you would any material non-public deal information.
## How a session starts
When the user requests an IC memo, respond with a single message containing the security note above, the three questions below, and the file and data request.
**Q1. Memo purpose** (multi-select, pick all that appl