investment-memo by claude-office-skills/skills
npx skills add https://github.com/claude-office-skills/skills --skill investment-memo我帮助您为各种场景撰写专业的投资备忘录(投委会备忘录):风险投资、私募股权、对冲基金或内部投资委员会。我会构建投资论点、分析风险并提出清晰的建议。
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1. 执行摘要
- 公司、阶段、需求
- 三点式投资论点
- 建议
2. 公司概述
- 问题/解决方案
- 产品和市场吸引力
- 商业模式
3. 市场机会
- TAM/SAM/SOM
- 市场趋势
- 时机
4. 团队
- 创始人背景
- 关键招聘
- 董事会/顾问
5. 竞争格局
- 主要竞争对手
- 差异化
- 护城河潜力
6. 市场吸引力与指标
- 关键绩效指标
- 增长轨迹
- 单位经济效益
7. 投资条款
- 轮次规模、估值
- 预计股权结构表
- 资金用途
8. 风险分析
- 关键风险及缓解措施
9. 建议
- 投资决策
- 目标持股比例
- 增值计划
1. 执行摘要
2. 投资论点
3. 业务概述
4. 行业分析
5. 财务表现
6. 管理层
7. 交易概述
8. 价值创造计划
9. 财务预测
10. 回报分析
11. 风险因素
12. 建议
# 投资备忘录
## [公司名称]
**呈送对象**: [投资委员会 / 基金名称]
**日期**: [日期]
**编制人**: [分析师姓名]
**密级**: 机密
---
## 执行摘要
### 投资机会
[2-3 句描述公司和投资机会]
### 投资需求
| 指标 | 详情 |
|--------|---------|
| 轮次 | [X轮 / LBO / 等] |
| 金额 | $[X]M |
| 投前估值 | $[X]M |
| 我方投资额 | $[X]M 换取 [X]% |
| 领投/跟投 | [领投 / 跟投] |
### 投资论点
1. **[论点 1]**: [1-2 句解释]
2. **[论点 2]**: [1-2 句解释]
3. **[论点 3]**: [1-2 句解释]
### 关键风险
1. [风险 1]
2. [风险 2]
3. [风险 3]
### 建议
**[投资 / 放弃 / 需要更多尽职调查]**,以 $[X]M 估值换取 [X]% 股权
---
## 1. 公司概述
### 背景
[公司历史、创立故事、关键里程碑]
### 问题与解决方案
**问题**: [公司解决什么问题?]
**解决方案**: [公司如何解决?]
### 商业模式
[公司如何盈利]
| 收入来源 | 描述 | 收入占比 |
|----------------|-------------|--------------|
| [来源 1] | | |
| [来源 2] | | |
### 产品
[产品/服务描述、关键特性、差异化]
---
## 2. 市场机会
### 市场规模
| 细分市场 | 规模 | 增长率 | 备注 |
|---------|------|--------|-------|
| TAM | $[X]B | [X]% | |
| SAM | $[X]B | [X]% | |
| SOM | $[X]B | [X]% | |
### 市场趋势
1. [趋势 1]
2. [趋势 2]
3. [趋势 3]
### 为何是现在?
[市场时机论点]
---
## 3. 竞争格局
### 竞争地位
[公司相对于竞争对手的定位]
### 主要竞争对手
| 竞争对手 | 融资额 | 优势 | 劣势 |
|------------|---------|-----------|------------|
| [对手 1] | $[X]M | | |
| [对手 2] | $[X]M | | |
### 可持续优势
- [护城河 1]
- [护城河 2]
---
## 4. 团队
### 创始人
| 姓名 | 职位 | 背景 | 股权 |
|------|------|------------|--------|
| | CEO | | |
| | CTO | | |
### 管理层评估
[团队质量、缺口、招聘计划]
### 董事会构成
[当前董事会、提议的董事会席位]
---
## 5. 市场吸引力与指标
### 关键绩效指标
| 指标 | 当前 | 12个月前 | 增长率 |
|--------|---------|---------|--------|
| ARR/收入 | $[X]M | $[X]M | [X]% |
| 客户数 | [X] | [X] | [X]% |
| [关键指标] | [X] | [X] | [X]% |
### 单位经济效益
| 指标 | 数值 | 基准 |
|--------|-------|-----------|
| CAC | $[X] | |
| LTV | $[X] | |
| LTV/CAC | [X]x | >3x 良好 |
| 回收期 | [X] 个月 | |
| 毛利率 | [X]% | |
---
## 6. 财务状况
### 历史表现
| ($M) | 前年 | 去年 | 当前 | 明年预测 |
|------|---------|---------|---------|----------|
| 收入 | | | | |
| 毛利润 | | | | |
| EBITDA | | | | |
| 净利润 | | | | |
| 现金 | | | | |
| 消耗率 | | | | |
### 现金状况与运营时间
- 当前现金:$[X]M
- 月度消耗:$[X]M
- 运营时间:[X] 个月
---
## 7. 投资条款
### 交易结构
| 条款 | 详情 |
|------|---------|
| 证券类型 | [优先股 / 普通股 / 可转债] |
| 估值 | $[X]M 投前 / $[X]M 投后 |
| 轮次规模 | $[X]M |
| 我方投资额 | $[X]M |
| 持股比例 | [X]% |
| 董事会席位 | [是/否] |
### 关键条款
- 清算优先权:[X]倍 [参与/非参与]
- 反稀释:[广义加权平均]
- 按比例认购权:[是/否]
- [其他关键条款]
### 股权结构表(预计)
| 股东 | 本轮前 % | 本轮后 % |
|-------------|-------------|--------------|
| 创始人 | | |
| 现有投资者 | | |
| 期权池 | | |
| 本轮投资者 | | |
### 资金用途
| 类别 | 金额 | 占比 |
|----------|--------|---|
| [用途 1] | $[X]M | |
| [用途 2] | $[X]M | |
| [用途 3] | $[X]M | |
---
## 8. 回报分析
### 投资情景
| 情景 | 退出价值 | 倍数 | IRR | 概率 |
|----------|-----------|----------|-----|-------------|
| 基准 | $[X]M | [X]x | [X]% | [X]% |
| 乐观 | $[X]M | [X]x | [X]% | [X]% |
| 悲观 | $[X]M | [X]x | [X]% | [X]% |
### 退出考量
- 潜在收购方:[列表]
- IPO 潜力:[评估]
- 时间线:[X-Y 年]
---
## 9. 风险分析
### 关键风险与缓解措施
| 风险 | 可能性 | 影响 | 缓解措施 |
|------|------------|--------|----------|
| [风险 1] | 高/中/低 | 高/中/低 | |
| [风险 2] | 高/中/低 | 高/中/低 | |
| [风险 3] | 高/中/低 | 高/中/低 | |
### 交易特定风险
- [此交易特有的风险]
---
## 10. 建议
### 投资决策
**[投资 / 放弃 / 有条件]**
### 理由
[3-4 句话总结为何这是或不是一个好的投资]
### 提议条款
- 投资金额:$[X]M
- 目标持股比例:[X]%
- 董事会席位:[是/否]
- 关键条件:[如有]
### 投后增值
1. [我们如何帮助公司]
2. [战略引荐]
3. [运营支持]
### 后续步骤
1. [待办事项 1]
2. [待办事项 2]
3. [待办事项 3]
---
## 附录
### A. 详细财务模型
### B. 客户推荐
### C. 技术尽职调查
### D. 法律/知识产权审查
### E. 背景调查
---
*由 [基金名称] 投资团队编制*
*本备忘录为机密文件,仅供内部使用*
由 Claude Office Skills 社区构建。欢迎贡献!
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I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations.
What I can do:
What I cannot do:
Tell me:
Provide:
1. Executive Summary
- Company, stage, ask
- Investment thesis in 3 bullets
- Recommendation
2. Company Overview
- Problem/Solution
- Product and traction
- Business model
3. Market Opportunity
- TAM/SAM/SOM
- Market trends
- Timing
4. Team
- Founders background
- Key hires
- Board/advisors
5. Competitive Landscape
- Key competitors
- Differentiation
- Moat potential
6. Traction & Metrics
- Key KPIs
- Growth trajectory
- Unit economics
7. Investment Terms
- Round size, valuation
- Pro-forma cap table
- Use of funds
8. Risk Analysis
- Key risks and mitigants
9. Recommendation
- Investment decision
- Ownership target
- Value-add plan
1. Executive Summary
2. Investment Thesis
3. Business Overview
4. Industry Analysis
5. Financial Performance
6. Management
7. Transaction Overview
8. Value Creation Plan
9. Financial Projections
10. Returns Analysis
11. Risk Factors
12. Recommendation
# INVESTMENT MEMORANDUM
## [Company Name]
**Prepared for**: [Investment Committee / Fund Name]
**Date**: [Date]
**Prepared by**: [Analyst Name]
**Classification**: Confidential
---
## EXECUTIVE SUMMARY
### The Opportunity
[2-3 sentence description of the company and investment opportunity]
### Investment Ask
| Metric | Details |
|--------|---------|
| Round | [Series X / LBO / etc.] |
| Amount | $[X]M |
| Pre-money Valuation | $[X]M |
| Our Investment | $[X]M for [X]% |
| Lead/Co-invest | [Lead / Co-invest] |
### Investment Thesis
1. **[Thesis Point 1]**: [1-2 sentence explanation]
2. **[Thesis Point 2]**: [1-2 sentence explanation]
3. **[Thesis Point 3]**: [1-2 sentence explanation]
### Key Risks
1. [Risk 1]
2. [Risk 2]
3. [Risk 3]
### Recommendation
**[INVEST / PASS / MORE DILIGENCE NEEDED]** at $[X]M for [X]% ownership
---
## 1. COMPANY OVERVIEW
### Background
[Company history, founding story, key milestones]
### Problem & Solution
**Problem**: [What problem does the company solve?]
**Solution**: [How does the company solve it?]
### Business Model
[How the company makes money]
| Revenue Stream | Description | % of Revenue |
|----------------|-------------|--------------|
| [Stream 1] | | |
| [Stream 2] | | |
### Product
[Description of product/service, key features, differentiation]
---
## 2. MARKET OPPORTUNITY
### Market Size
| Segment | Size | Growth | Notes |
|---------|------|--------|-------|
| TAM | $[X]B | [X]% | |
| SAM | $[X]B | [X]% | |
| SOM | $[X]B | [X]% | |
### Market Trends
1. [Trend 1]
2. [Trend 2]
3. [Trend 3]
### Why Now?
[Market timing thesis]
---
## 3. COMPETITIVE LANDSCAPE
### Competitive Position
[How the company positions against competitors]
### Key Competitors
| Competitor | Funding | Strengths | Weaknesses |
|------------|---------|-----------|------------|
| [Comp 1] | $[X]M | | |
| [Comp 2] | $[X]M | | |
### Sustainable Advantages
- [Moat 1]
- [Moat 2]
---
## 4. TEAM
### Founders
| Name | Role | Background | Equity |
|------|------|------------|--------|
| | CEO | | |
| | CTO | | |
### Management Assessment
[Quality of team, gaps, hiring plans]
### Board Composition
[Current board, proposed board seat]
---
## 5. TRACTION & METRICS
### Key Performance Indicators
| Metric | Current | 12M Ago | Growth |
|--------|---------|---------|--------|
| ARR/Revenue | $[X]M | $[X]M | [X]% |
| Customers | [X] | [X] | [X]% |
| [Key Metric] | [X] | [X] | [X]% |
### Unit Economics
| Metric | Value | Benchmark |
|--------|-------|-----------|
| CAC | $[X] | |
| LTV | $[X] | |
| LTV/CAC | [X]x | >3x good |
| Payback | [X] months | |
| Gross Margin | [X]% | |
---
## 6. FINANCIALS
### Historical Performance
| ($M) | Year -2 | Year -1 | Current | Y+1 Proj |
|------|---------|---------|---------|----------|
| Revenue | | | | |
| Gross Profit | | | | |
| EBITDA | | | | |
| Net Income | | | | |
| Cash | | | | |
| Burn Rate | | | | |
### Cash Position & Runway
- Current cash: $[X]M
- Monthly burn: $[X]M
- Runway: [X] months
---
## 7. INVESTMENT TERMS
### Deal Structure
| Term | Details |
|------|---------|
| Security | [Preferred / Common / Convertible] |
| Valuation | $[X]M pre / $[X]M post |
| Round Size | $[X]M |
| Our Investment | $[X]M |
| Ownership | [X]% |
| Board Seat | [Yes/No] |
### Key Terms
- Liquidation Preference: [X]x [participating/non-participating]
- Anti-dilution: [Broad-based weighted average]
- Pro-rata Rights: [Yes/No]
- [Other key terms]
### Cap Table (Pro-forma)
| Shareholder | Pre-round % | Post-round % |
|-------------|-------------|--------------|
| Founders | | |
| Existing Investors | | |
| Option Pool | | |
| This Round | | |
### Use of Funds
| Category | Amount | % |
|----------|--------|---|
| [Use 1] | $[X]M | |
| [Use 2] | $[X]M | |
| [Use 3] | $[X]M | |
---
## 8. RETURNS ANALYSIS
### Investment Scenarios
| Scenario | Exit Value | Multiple | IRR | Probability |
|----------|-----------|----------|-----|-------------|
| Base | $[X]M | [X]x | [X]% | [X]% |
| Bull | $[X]M | [X]x | [X]% | [X]% |
| Bear | $[X]M | [X]x | [X]% | [X]% |
### Exit Considerations
- Potential acquirers: [List]
- IPO potential: [Assessment]
- Timeline: [X-Y years]
---
## 9. RISK ANALYSIS
### Key Risks and Mitigants
| Risk | Likelihood | Impact | Mitigant |
|------|------------|--------|----------|
| [Risk 1] | H/M/L | H/M/L | |
| [Risk 2] | H/M/L | H/M/L | |
| [Risk 3] | H/M/L | H/M/L | |
### Deal-Specific Risks
- [Risk specific to this transaction]
---
## 10. RECOMMENDATION
### Investment Decision
**[INVEST / PASS / CONDITIONAL]**
### Rationale
[3-4 sentences summarizing why this is or isn't a good investment]
### Proposed Terms
- Investment amount: $[X]M
- Target ownership: [X]%
- Board seat: [Yes/No]
- Key conditions: [If any]
### Post-Investment Value Add
1. [How we can help the company]
2. [Strategic introductions]
3. [Operational support]
### Next Steps
1. [Action item 1]
2. [Action item 2]
3. [Action item 3]
---
## APPENDICES
### A. Detailed Financial Model
### B. Customer References
### C. Technical Due Diligence
### D. Legal/IP Review
### E. Background Checks
---
*Prepared by [Fund Name] Investment Team*
*This memorandum is confidential and for internal use only*
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