deal-memolisted

Assemble research into a polished investment committee memo, market study, or deal one-pager. Use when the user says "write the memo," "put together an IC memo," "make a one-pager," "turn this into a document for the committee/lenders/LPs," or wants research packaged into a deliverable.
Fusion-Data-Company/underwriter-os · ★ 1 · AI & Automation · score 74

Install: claude install-skill Fusion-Data-Company/underwriter-os

# Deal Memo / Document Builder Package the research from the other plays into a clean, audience-ready document. ## When to use "Write the investment committee memo," "make a one-pager on this deal," "turn what we found into something for the lenders/LPs," "draft the market study writeup." ## First, ask one thing: audience & format - **Audience:** Investment Committee, lenders, LPs/investors, internal, or partners? (Sets tone and what to emphasize.) - **Format:** Word doc, PDF, slides, or one-page? (Use the matching builder/skill to produce the final file.) Default to the user's CLAUDE.md format preference if set. ## Pull together Gather outputs already produced (site one-pager, market study, comp table, assumptions memo, investor/owner brief). If something's missing and material, run that play first or flag the gap. ## Templates (in `underwriter-os/templates/`) - `investment-memo.md` — full IC memo. - `market-study.md` — market section. - `site-one-pager.md` — quick deal/site snapshot. ## Structure of a strong IC memo 1. **Recommendation & ask** — what's being decided, the recommendation, the specific ask (approve pursuit, approve capital, etc.). 2. **Deal snapshot** — location, product, units, basis, business plan, key return metrics (as provided by the firm's model — don't invent returns). 3. **Market** — demand drivers, rents, supply pipeline, why this market now (from market study). 4. **Site** — site specifics, zoning/entitlement, owner/control status. 5. **Underwr