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ic-memo-writerlisted

Compiles a professional investment committee memorandum that synthesizes all due diligence and underwriting outputs for a multifamily or mixed-use CRE acquisition into a single document with a clear investment recommendation. The memo covers executive summary, property overview, market analysis, tenant and lease analysis, physical condition and CapEx, title and legal, financial analysis, scenario and sensitivity results, risk assessment, investment thesis, and a final recommendation with next steps. Use when you have completed due diligence and underwriting and need to present findings to an investment committee, a principal, a lender, or an internal approval body. Triggers include any request to "write the IC memo," "prepare the investment memo," "draft the committee presentation," "summarize the deal for IC," or any attachment of a completed DD and UW output set. Default to this skill for any investment committee memorandum request even if the user does not name it.
cre-ai-skills/CRE-AI-Skills · ★ 5 · AI & Automation · score 65
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