ic-memo
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IC 备忘录写作——九段式结构（执行摘要/公司/行业/财务/论点/条款/回报/风险/建议）+ 强制反向观点栏 + 决策门五道逐条对照。MUST BE USED 当撰写投决备忘录/项目立项材料时。
5 other projects use a version of this.
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- microsoft/cat-agent-skillstheir own version, first seen Nov 8, 2026
- edu6565/claude-skillstheir own version, first seen Oct 11, 2026
- ian-lawrence423/Claude-skillstheir own version, first seen Oct 11, 2026
- anthropics/financial-services-pluginstheir own version, first seen Oct 8, 2026
- anthropics/financial-servicestheir own version, first seen Jul 22, 2026
Other versions5 projects use a version of this.
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- anthropics/financial-services★ 41ksame name
- anthropics/financial-services-plugins★ 41ksame name
- microsoft/cat-agent-skills★ 101same name
- edu6565/claude-skills★ 0same name
- ian-lawrence423/Claude-skills★ 0same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository22 other files it gives its agents.
- CLAUDE.mdCLAUDE.md
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- damodaran-valuationSkill
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The file
Files
IC 备忘录写作（Investment Committee Memo）
借鉴：Anthropic financial-services private-equity/ic-memo。适配中国早中期硬科技（无 EBITDA → 收入/毛利/融资史口径）。 上游：tech-dd 尽调报告、valuation-analyst 估值报告、venture-deals 条款、deal-screening 初筛单。 下游：写完 → ic-memo-auditor 审计（数据可追溯/逻辑自洽/风险披露/格式完整性）→ 决策门。
九段式结构
I. 执行摘要（1 页）
- 公司描述、投资逻辑、关键条款
- 推荐结论与预期回报（一句话）
- Top 3 风险与缓解措施
II. 公司概况（1-2 页）
- 业务描述、产品/服务、技术路线与 TRL/CRL
- 客户结构、商业模式、竞争定位
- 管理团队（芒格画像快筛结论）
III. 行业与市场（1 页）
- 市场规模与增速（TAM/SAM/SOM）；国产替代空间
- 竞争格局（直接/间接/大厂时间表）
- 政策环境与合规要点；周期与鸿沟定位
IV. 财务分析（2-3 页）
- 历史表现：收入/毛利/现金流/烧钱率/runway
- 收入质量：订单三连、客户集中度、政府补贴占比
- 9 数字尽调结论（my-pe-view）与挤水分调整
- 未来融资需求与稀释预估
V. 投资论点（1 页）
- 为什么值得投：3-5 根支柱（团队>市场>技术权重）
- 价值创造路径：里程碑（技术→产品→订单→量产）
- 好球三要素：好项目×好价格×好时机
VI. 交易条款（1 页）
- 估值表述完全体："投后完全稀释估值 X（含 Y% 期权池），拟投 Z，占 N%"
- 关键条款五清单：估值/期权池/清算优先权/董事会/投票控制
- E/C 二元分类：经济条款谈数字 / 控制条款谈权力
VII. 回报分析（1 页）
- 基准/乐观/悲观三情景：MOIC 与 IRR
- 关键假设与敏感性（核心假设 ±20%）
- 退出路径：并购/下一轮/IPO 概率化（damodaran-valuation 失败概率调整）
VIII. 风险因素（1 页）
- 按严重度×可能性排序；每个风险有缓解措施
- 死亡清单六死法逐条结论
- Deal-breaker 风险（如有）
IX. 反向观点栏（强制 ≥ 正向）（1 页）
- 为什么不投？——独立列举，禁止凑数
- 与正向论点等长或更长（铁律 3）
- 哪些新证据会推翻本备忘录的结论（可证伪性）
X. 决策门五道逐条（1 页）
| 门 | 检查 | 结论 |
| 1 | 元事实 ≥ L3（来源可追溯） | |
| 2 | 死亡清单全部排除 | |
| 3 | 好球三要素成立 | |
| 4 | Will-B-P 三筛 ≥60 | |
| 5 | 反向观点 ≥ 正向 |
XI. 最终建议
- 领投 / 跟投 / 放弃 / 条件深调 / 归档
- 关键条件与下一步（尽调补项/条款底线）
写作纪律
- 事实与平衡：Bull/Bear 都如实呈现；风险不弱化（IC 委员早晚会发现，可信度优先）
- 表格必须勾稽：财务表衔接、回报计算一致、S&U 平衡
- 数据可追溯：每个数字标来源（BP 第 X 页/财务模型/管理层访谈）
- 缺输入就问，禁止假设交易条款与回报数字
- 页数 10-20；默认 Markdown，需要时出 .docx
- 与 vault 概念页联动：[[概念：集中投资与等待好球]]
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