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InvestmentBetaConfidential

IC Memo Outline

Section-by-section prompts with required evidence slots; export to Word template.

Overview

Generate IC memo skeletons from diligence findings and model outputs.

Tags

ICmemo

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

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Summarize VDR folders into diligence chapter stubs with open questions.
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Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.
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Extract economics, governance, and liquidity terms into structured JSON.
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Normalize KPI submissions and surface outliers for value creation reviews.
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Ownership & support

Owner

SO

Sam Ortiz

sortiz@firm.com

Category: Report
Last updated: April 23, 2026
Usage (mock): 388
Support: investment-tech@firm.com

Built with

ClaudeCursor

InvestmentBetaConfidential

IC Memo Outline

Section-by-section prompts with required evidence slots; export to Word template.

Overview

Generate IC memo skeletons from diligence findings and model outputs.

Tags

ICmemo

Data sources

No data sources documented.

Changelog

No changelog entries yet.

Related apps

GP Diligence Scorecard
Structured scoring for GP track record, team stability, and portfolio construction.
Investment
Deal VDR Summary Bot
Summarize VDR folders into diligence chapter stubs with open questions.
Investment
Secondary NAV Modeler
Scenario NAV bridges, stale pricing flags, and staple considerations for LP stakes.
Investment
Term Sheet Parser
Extract economics, governance, and liquidity terms into structured JSON.
Investment
Portfolio Company KPI Hub
Normalize KPI submissions and surface outliers for value creation reviews.
Investment

Ownership & support

Owner

SO

Sam Ortiz

sortiz@firm.com

Category: Report
Last updated: April 23, 2026
Usage (mock): 388
Support: investment-tech@firm.com

Built with

ClaudeCursor