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Automation
Command

/ic-memo

Draft an investment committee memo

From plugin
financial-services
34k56 skills10 agents56 commands2 MCP
Install
> /plugin marketplace add anthropics/financial-services

How it fires

How this command gets triggered: by you, by Claude, or both.

  • Fires itselfClaude auto-loads it when your prompt matches the work.
  • You can call itInvoke it directly when you want it.
  • Slash command/ic-memo

Context preview

What this command does when you run it.

Draft an investment committee memo

Command definition

ic-memo.md
description: Draft an investment committee memo
argument-hint: "[company name]"

Load the `ic-memo` skill and draft a structured IC memo synthesizing due diligence findings, financial analysis, and deal terms.

If a company name is provided, use it. Otherwise ask the user for the target and available materials.

Ships withfinancial-services

Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.

Get the whole plugin