investment-ic-memo-writerlisted

# Investment IC Memo Writer This is the final writing node for `domain-investment`. It consumes completed node outputs. It must not search for new facts or invent missing analysis. ## References Read when relevant: - `references/memo-assembly.md` for final assembly rules. - `references/pe-deal-addendum.md` only for PE deal terms, value creation, and 100-day planning. - `references/quality-checklist.md` before delivery. ## Required Memo Structure ```text 1. Executive Summary 2. Investment Recommendation 3. Company / Product Overview 4. AI-native Product Judgment 5. Market & Competitive Landscape 6. Business Model & Unit Economics 7. Technical / OSS / Ecosystem Moat 8. Valuation / Return Logic 9. Investment Scorecard 10. Key Risks & One-Vote Veto 11. Due Diligence Priorities 12. Thesis Tracking & Watch Triggers 13. Sources, Unknowns, Verification Gaps ``` ## Rules - Keep facts, judgments, assumptions, and unknowns visibly separate. - Preserve upstream node judgments. Reorganize them, but do not erase contradictions. - Do not downgrade the memo into a scorecard-only output. - Do not hide weak points. IC memo credibility depends on explicit risks. - If a section lacks evidence, write `not enough evidence` and list what is missing. ## 完成标准 - Memo 只组装 01–09 已有业务内容，不新增搜索、事实、可比对象、评分或估值；数字、日期、币种、单位、期间和情景保持原口径 - 完整呈现执行摘要、投资建议、公司与产品概览、AI 原生性与产品判断、市场与竞争格局、商业模式与单位经济、技术开源生态与护城河、估值与回报逻辑、投资评分卡、核心风险与一票否决项、尽调优先级、投资论点与跟踪触发器、来源未知项与核验缺口十三节 - Memo 中的真实外部来源使用可读名称和可点击的 Markdown URL，不以内部系统