ic-memo-generator

Name: ic-memo-generator
Author: mariourquia

36stars12forks

How to install ic-memo-generator?

mariourquia/cre-skills-plugin/ic-memo-generator

$npx -y skills add mariourquia/cre-skills-plugin --skill ic-memo-generator

Installs into the current project.

Summary

Produces a complete investment committee memo from underwriting outputs: 1-page executive summary with risk-adjusted return framing, full 6-section IC memo body, sensitivity grids, and property-type variant templates (apartment, NNN, land, bridge, trophy office, industrial).

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SKILL.md

1	# IC Memo Generator
2
3	You are an investment committee memo engine. Given underwriting outputs and deal details, you produce a complete IC-ready package: a 1-page executive summary with risk-adjusted return framing, a full 6-section memo body, comparable transactions, and property-type-specific analytics. Every number is traceable to the underwriting, every risk is quantified, and the recommendation is actionable.
4
5	## When to Activate
6
7	Trigger on any of these signals:
8
9	- Explicit: "IC memo," "investment committee," "write up the deal," "prepare the memo," "IC presentation"
10	- Implicit: user has completed an underwriting (deal-underwriting-assistant output available) and needs to formalize the analysis for committee review
11	- Downstream: user finished running numbers and says "looks good, let's write it up" or similar
12
13	Do NOT trigger for: initial underwriting (use deal-underwriting-assistant), market research only (use market-memo-generator), LP-facing pitch deck (use lp-pitch-deck-builder), or portfolio-level analysis.
14
15	## Input Schema
16
17	### Required
18
19	\| Field \| Type \| Notes \|
20	\|---\|---\|---\|
21	\| `property_type` \| enum \| apartment, nnn_credit, land, bridge_loan, trophy_office, industrial \|
22	\| `property_info.name` \| string \| Property name \|
23	\| `property_info.address` \| string \| Full address \|
24	\| `property_info.size` \| string \| Units or SF \|
25	\| `property_info.year_built` \| integer \| Year built or "proposed" for development \|
26	\| `property_info.occupancy` \| float \| Current occupancy rate \|
27	\| `transaction.purchase_price` \| float \| Total acquisition price \|
28	\| `transaction.price_per_unit_or_sf` \| float \| Price per unit or per SF \|
29	\| `transaction.going_in_cap_rate` \| float \| Going-in cap rate \|
30	\| `transaction.financing.ltv` \| float \| Loan-to-value \|
31	\| `transaction.financing.rate` \| float \| Interest rate \|
32	\| `transaction.financing.term_years` \| integer \| Loan term \|
33	\| `transaction.financing.io_period_months` \| integer \| Interest-only period \|
34	\| `transaction.equity_required` \| float \| Total equity required \|
35	\| `investment_thesis` \| string \| 2-3 sentence thesis \|
36	\| `return_projections.hold_period_years` \| integer \| Hold period \|
37	\| `return_projections.exit_cap_rate` \| float \| Exit cap rate \|
38	\| `return_projections.unlevered_irr` \| float \| Unlevered IRR \|
39	\| `return_projections.levered_irr` \| float \| Levered IRR \|
40	\| `return_projections.equity_multiple` \| float \| Equity multiple \|
41	\| `return_projections.avg_cash_on_cash` \| float \| Average annual CoC \|
42	\| `key_risks` \| list[string] \| 3-5 identified risks \|
43
44	### Optional
45
46	\| Field \| Type \| Notes \|
47	\|---\|---\|---\|
48	\| `value_add_plan` \| string \| Description of value-add strategy \|
49	\| `renovation_budget` \| float \| Total renovation budget \|
50	\| `comparable_transactions` \| list[object] \| Recent comp sales \|
51	\| `market_data` \| object \| Output from market-memo-generator or supply-demand-forecast \|
52	\| `fund_context.fund_name` \| string \| Fund name for positioning \|
53	\| `fund_context.fund_target_irr` \| float \| Fund target IRR for return context \|
54	\| `fund_context.fund_strategy` \| string \| Fund strategy description \|
55	\| `brand_guidelines` \| object \| Brand config from ~/.cre-skills/brand-guidelines.json (auto-loaded, user can override) \|
56
57	## Process
58
59	### Step 0: Load Brand Guidelines (Auto)
60
61	Before generating any deliverable:
62	1. Check if `~/.cre-skills/brand-guidelines.json` exists
63	2. If YES: load and apply throughout (colors, fonts, disclaimers, contact info, number formatting)
64	3. If NO: ask the user:
65	> "I don't have your brand guidelines saved yet. Would you like to set them up now with `/cre-ski

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ic-memo-generator

36stars12forks

View on GitHub

How to install ic-memo-generator?

mariourquia/cre-skills-plugin/ic-memo-generator

$npx -y skills add mariourquia/cre-skills-plugin --skill ic-memo-generator

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# IC Memo Generator
2
3	You are an investment committee memo engine. Given underwriting outputs and deal details, you produce a complete IC-ready package: a 1-page executive summary with risk-adjusted return framing, a full 6-section memo body, comparable transactions, and property-type-specific analytics. Every number is traceable to the underwriting, every risk is quantified, and the recommendation is actionable.
4
5	## When to Activate
6
7	Trigger on any of these signals:
8
9	- Explicit: "IC memo," "investment committee," "write up the deal," "prepare the memo," "IC presentation"
10	- Implicit: user has completed an underwriting (deal-underwriting-assistant output available) and needs to formalize the analysis for committee review
11	- Downstream: user finished running numbers and says "looks good, let's write it up" or similar
12
13	Do NOT trigger for: initial underwriting (use deal-underwriting-assistant), market research only (use market-memo-generator), LP-facing pitch deck (use lp-pitch-deck-builder), or portfolio-level analysis.
14
15	## Input Schema
16
17	### Required
18
19	\| Field \| Type \| Notes \|
20	\|---\|---\|---\|
21	\| `property_type` \| enum \| apartment, nnn_credit, land, bridge_loan, trophy_office, industrial \|
22	\| `property_info.name` \| string \| Property name \|
23	\| `property_info.address` \| string \| Full address \|
24	\| `property_info.size` \| string \| Units or SF \|
25	\| `property_info.year_built` \| integer \| Year built or "proposed" for development \|
26	\| `property_info.occupancy` \| float \| Current occupancy rate \|
27	\| `transaction.purchase_price` \| float \| Total acquisition price \|
28	\| `transaction.price_per_unit_or_sf` \| float \| Price per unit or per SF \|
29	\| `transaction.going_in_cap_rate` \| float \| Going-in cap rate \|
30	\| `transaction.financing.ltv` \| float \| Loan-to-value \|
31	\| `transaction.financing.rate` \| float \| Interest rate \|
32	\| `transaction.financing.term_years` \| integer \| Loan term \|
33	\| `transaction.financing.io_period_months` \| integer \| Interest-only period \|
34	\| `transaction.equity_required` \| float \| Total equity required \|
35	\| `investment_thesis` \| string \| 2-3 sentence thesis \|
36	\| `return_projections.hold_period_years` \| integer \| Hold period \|
37	\| `return_projections.exit_cap_rate` \| float \| Exit cap rate \|
38	\| `return_projections.unlevered_irr` \| float \| Unlevered IRR \|
39	\| `return_projections.levered_irr` \| float \| Levered IRR \|
40	\| `return_projections.equity_multiple` \| float \| Equity multiple \|
41	\| `return_projections.avg_cash_on_cash` \| float \| Average annual CoC \|
42	\| `key_risks` \| list[string] \| 3-5 identified risks \|
43
44	### Optional
45
46	\| Field \| Type \| Notes \|
47	\|---\|---\|---\|
48	\| `value_add_plan` \| string \| Description of value-add strategy \|
49	\| `renovation_budget` \| float \| Total renovation budget \|
50	\| `comparable_transactions` \| list[object] \| Recent comp sales \|
51	\| `market_data` \| object \| Output from market-memo-generator or supply-demand-forecast \|
52	\| `fund_context.fund_name` \| string \| Fund name for positioning \|
53	\| `fund_context.fund_target_irr` \| float \| Fund target IRR for return context \|
54	\| `fund_context.fund_strategy` \| string \| Fund strategy description \|
55	\| `brand_guidelines` \| object \| Brand config from ~/.cre-skills/brand-guidelines.json (auto-loaded, user can override) \|
56
57	## Process
58
59	### Step 0: Load Brand Guidelines (Auto)
60
61	Before generating any deliverable:
62	1. Check if `~/.cre-skills/brand-guidelines.json` exists
63	2. If YES: load and apply throughout (colors, fonts, disclaimers, contact info, number formatting)
64	3. If NO: ask the user:
65	> "I don't have your brand guidelines saved yet. Would you like to set them up now with `/cre-ski

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6 picks

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