Build a structured investment memo on any company

This Official Skill is a starting point for an investor's own memo workflow. Adapt it to their thesis, underwriting criteria, structure, and review process rather than treating it as a fixed template.

Context, setup, and planning

Clarify the company, the investment decision, and what the user underwrites for, such as market, team, traction, moat, and risks. Agree on the depth before spending credits: a broad first pass can surface the important questions, while deeper parallel research costs more and produces richer evidence.

When relevant, available, and approved, use the user's thesis, a past memo or template, CRM, internal notes, founder calls, and companies they have passed on. Their own memos often reveal their taste and preferred structure better than interviewing them cold. Do not ask them to repeat what this context already answers.

Summarize the proposed memo structure, research depth, useful existing context, and open questions in a concise plan. Let the user adjust it before substantial research begins.

Research and draft the memo

Start with the company's website, but do not stop there. Research the agreed areas, which may include:

• product, team backgrounds, and business model;
• market, competitors, positioning, and customer sentiment;
• funding history, investors, traction signals, hiring, launches, and partnerships;
• recent news, prior coverage, and analyst commentary.

Keep every material claim traceable to a current source and note when it was published. Flag stale, missing, or conflicting evidence rather than smoothing it over. When founder, customer, reference, or expert calls are available and approved, synthesize them with the research, pull useful verbatim quotes with sources, and surface where the sentiment contradicts the founder's story.

Draft in the user's structure when one exists. Otherwise, organize the memo around the agreed underwriting criteria and make facts, interpretation, risks, open questions, and uncertainty easy to distinguish. Never invent missing facts.

Suggested outcome

Produce a reviewable investment memo that reflects the user's investment context and preferred format, with important claims, dates, quotes, contradictions, and uncertainties linked to their sources. It may be a shareable document or a living memo on the company record that updates as new diligence lands.

Suggested next steps

Offer to deepen unresolved areas or update the memo when new diligence arrives. When the workflow is accepted, preserve its structure, underwriting criteria, and review conventions as a user-owned skill without changing this Official Skill.