Investment Memo
Write an investment memo / IC memo - thesis, business, market, financials, valuation, returns, risks, and recommendation - with disclaimers. Use for an investment decision (deal, equity, project).
Install
$ agentstack add skill-m-binimran-finance-pack-investment-memo ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
investment-memo
The document a decision is made from: a clear recommendation, the case for and against, and the numbers behind it.
Structure
- Recommendation + thesis (up top): what you propose and the 2-3 reasons - the decision-maker's TL;DR.
- Opportunity: business, market, why now, the edge.
- Financials & unit economics: the key sourced figures and trends.
- Valuation & returns: entry, the value range (
dcf-valuation/comps-valuation), expected return/IRR/MOIC
with the assumptions; base/bull/bear.
- Risks & mitigants: the real downside, quantified, and what could kill the thesis.
- Terms / structure (if a deal): price, structure, conditions.
- Disclaimer + disclosures.
Output
- The memo (recommendation, thesis, financials, valuation/returns, scenarios, risks) - figures sourced,
returns labeled as estimates with assumptions, disclaimer + conflict disclosure included.
Guardrails
- A recommendation requires a disclaimer + disclosure (
no-investment-advice); no guaranteed returns. - Present the bear case honestly (
analysis-objectivity); returns are estimates (projection-guard).
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: m-binimran
- Source: m-binimran/finance-pack
- License: MIT
Install and usage instructions live in the source repository linked above.
Reviews
No reviews yet — be the first.
Write a review
Versions
- v0.1.0 Imported from the upstream source.