Investment Memo Writer
Drafts a structured investment or deal memo from your inputs.
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after
Same prompt, same agent — the only difference is the skill.
Prompt“Write an investment memo evaluating this startup for a Series A round”
Beforegeneric AI agent
An investment memo should cover the key dimensions investors care about—market opportunity, product, team, financials, and risks. You'd want to include the company's thesis, some financial projections, what could go wrong, and your recommendation. The format is usually one page or two, depending on how much detail you want to include. But putting it all together requires understanding both the company and the investment landscape pretty well.
Afterwith Investment Memo Writer
INVESTMENT MEMO: Series A Evaluation EXECUTIVE SUMMARY Company: Sample AI analytics startup Funding stage: Series A Amount: 12M investment (post-money valuation: 48M) Recommendation: PROCEED WITH DUE DILIGENCE (strong thesis, executable plan, moderate risks) THESIS The business intelligence market is fragmenting. Enterprises prefer point solutions over monolithic platforms. This company addresses the "real-time revenue analytics" gap—a $800M TAM growing at 18% CAGR. Management team has successful exits and deep domain expertise. Current traction (200 paying customers, 40% YoY growth) validates demand. MARKET OPPORTUNITY • Total Addressable Market (TAM): 800M (enterprise segment) • Serviceable Market (SAM): 200M (North America SaaS companies) • Market growth: 18% CAGR (3x SaaS average) • Competitive position: Entering crowded but fragmented market • Unique angle: Fastest query time (12ms vs competitor avg 800ms) PRODUCT & TRACTION • MVP shipped: Q2 2024 • Current customers: 200 (mix of SMB + enterprise pilots) • Monthly Recurring Revenue (MRR): 120K (22% MoM growth) • Net Revenue Retention: 112% (strong expansion) • Key differentiator: Performance (fastest dashboard refresh in category) TEAM ASSESSMENT • CEO: 10-year analytics industry veteran (prior exit for 80M) • CTO: Former engineer at major data warehouse company (5 years) • CFO: Experienced fundraiser (led 2 prior rounds) • Bench: Early-stage but strong domain hiring (4 of 8 first hires had relevant experience) • Red flags: None in management; light VP Sales but hireable role FINANCIALS (illustrative numbers, not actual guidance) Year 1 projection: 2.4M ARR | 85% gross margin Year 3 projection: 18M ARR | 88% gross margin Path to profitability: Year 4 (assuming 30% CAC payback period) Cash burn: 180K/month (14-month runway after investment) Forecast confidence: Medium (execution risk on go-to-market) KEY RISKS 1. Competition: 3 funded competitors in "real-time analytics" (Mitigation: performance advantage is measurable and hard to copy) 2. Sales execution: Only 1.5 sales hires; enterprise sales cycles long (Mitigation: experienced VP Sales candidate identified) 3. Customer concentration: Top 5 customers = 35% revenue (Mitigation: SMB segment growing faster than enterprise) 4. Technology obsolescence: AI models change rapidly (Mitigation: Modular architecture allows rapid model swaps) 5. Integration risk: Success depends on tight CRM + data warehouse APIs (Mitigation: Already integrated with 8 major platforms) FINANCIAL ASSUMPTIONS & SENSITIVITIES Critical assumptions: 60% ACV growth, 85%+ retention, 18-month CAC payback Downside scenario: 30% ACV growth, 78% retention, 28-month payback → Break-even Year 5 Upside scenario: 90% ACV growth, 92% retention, 12-month payback → 120M+ valuation by Year 5 DUE DILIGENCE MILESTONES • Technical audit: 2 weeks (assess query-speed claims independently) • Sales audit: 3 weeks (call 10 reference customers) • Legal review: 2 weeks (IP, cap table, employment agreements) • Financial audit: 1 week (historical financials + forecast assumptions) RECOMMENDATION Proceed to full due diligence. Strong founder fit, validated market, achievable 5-year plan. Final decision pending technical validation and sales reference calls. DISCLAIMER: This memo is illustrative and not investment advice. Actual due diligence and independent verification required before any investment decision.
About this skill
name: investment-memo description: Use when Drafts a structured investment or deal memo from your inputs.
Investment Memo Writer
Produces a professional deal memo covering thesis, market, product, team, financials, risks, and recommendation, structured the way investment committees expect. Educational, not investment advice.
What you get
- A deal-memo template with each standard section.
Customize your output
- Adapt the assumptions, chart of accounts, and formatting to your company
- combine with other AgentVolt finance skills.
Example output
A completed one-page investment memo for a sample deal.
Best for
Investors, corp-dev, and founders raising capital.
SKILL.md preview
SKILL.md
---
name: investment-memo
description: Drafts a structured investment or deal memo from your inputs, formatted for internal review rather than personalized investment advice.
version: 1.0.0
category: Finance / Strategy
author: AgentVolt
license: proprietary
tags:
- finance
- strategy
- flagship
---
# Investment Memo Writer
Drafts a structured deal memo — thesis, market, product, team, financials, risks, recommendation — in the format an investment committee expects, not loose notes.
## When to use
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