Investor Memo Generator Skill

Transform raw financial data, metrics, and context into polished investor-ready documents. This skill guides Sam Ledger through structured memo creation — from one-pagers to board updates — with narrative framing that communicates traction, financials, and opportunity clearly.

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When to Use This Skill

Trigger phrases:

• - "Write an investor memo for…"
• "Draft a board update / LP letter"
• "Summarize our financials for investors"
• "Turn this model into an investor narrative"
• "Prepare a one-pager for [company]"
• "Write a use-of-funds summary"
• "Draft a SAFE / term sheet summary"

Use when:

• - Founder has financial model data and needs investor narrative
• Board meeting is coming and CEO needs a written update
• LP update letter is due (fund managers)
• Post-close SAFE/note summary needed for investor records
• Executive summary needed for data room

Do NOT use when:

• - The underlying financial model doesn't exist yet → use startup-financial-model first
• Cap table needs to be built → use cap-table-manager first
• Legal binding term sheet needed → requires attorney review
• Slide deck / PowerPoint format needed → output is markdown/text only
• Public company investor relations → different regulatory requirements (10-K, 8-K, etc.)

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Document Types Supported

1. Investor One-Pager

Single-page executive summary: company overview, problem/solution, traction, team, ask, use of funds.

2. Board Update Memo

Structured monthly/quarterly update: KPIs vs plan, financial snapshot, key wins, risks, decisions needed.

3. LP Update Letter

For fund managers: portfolio performance, notable developments, capital calls/distributions, outlook.

4. SAFE / Convertible Note Summary

Plain-English summary of deal terms: valuation cap, discount, MFN, pro-rata rights, maturity.

5. Use-of-Funds Narrative

Breakdown of how raised capital will be deployed: headcount, product, sales/marketing, infrastructure, runway math.

6. Data Room Executive Summary

Multi-page document for serious investors: company background, market, product, financials, team, risks.

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Inputs Required

Minimum (One-Pager or Board Update)

CODEBLOCK0

Full (Data Room / Executive Summary)

All minimum inputs above, PLUS:
- Market size (TAM/SAM/SOM)
- Unit economics (CAC, LTV, payback period)
- Historical P&L (last 12 months)
- Forward projections (18-24 months)
- Cap table summary (post-round if applicable)
- Founder bios (2-3 sentences each)
- Competitive landscape
- Use of funds breakdown

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Output Formats

Markdown (default) — ready to paste into Notion, Google Docs, or any CMS
Plain text — for email body or simple documents
Structured JSON — for downstream automation or CRM entry

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Memo Templates

One-Pager Template

CODEBLOCK2

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Board Update Memo Template

CODEBLOCK3

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Use-of-Funds Template

CODEBLOCK4

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SAFE Summary Template

CODEBLOCK5

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Narrative Framing Principles

The Investor Memo Spine

Every strong investor memo hits these beats in order:

1. 1. Why now — timing signal that makes this the right moment
2. Why us — team + unfair advantage
3. Proof — traction that de-risks the bet
4. Math — the numbers hold up under scrutiny
5. Ask — specific, sized, with clear use

Common Mistakes to Flag

• - Projections without assumptions → always show the assumptions
• "Conservative" projections that still assume 10x growth → call out the tension
• Vague use-of-funds ("growth") → force specific allocation
• Missing unit economics → CAC/LTV must appear for B2B/SaaS
• Round-numbered runway → calculate actual months from burn + cash

Language Guidance

• - Replace "disrupt" with specific market dynamics
• Replace "unique" with the actual differentiation
• Replace "traction" with the number
• Use "we" sparingly — the memo speaks, not just the founder
• Quantify everything that can be quantified

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Workflow

Step 1: Gather Inputs

Collect the inputs listed above. If any critical inputs are missing, ask for them before drafting. Don't fabricate metrics.

Step 2: Choose Document Type

Match the user's need to the document type. Confirm if ambiguous.

Step 3: Draft with Template

Use the appropriate template as scaffold. Fill with actual data. Flag any gaps with [NEED: ...] placeholders.

Step 4: Narrative Layer

Apply the Investor Memo Spine framework. Ensure the document tells a coherent story, not just a data dump.

Step 5: Quality Check

• - [ ] All numbers sourced from actual data (no estimates unless labeled)
• [ ] Projections show assumptions
• [ ] Unit economics present (if B2B/SaaS)
• [ ] Use-of-funds sums to raise amount
• [ ] Runway math is correct
• [ ] No legal claims (no "guaranteed returns", no securities language)
• [ ] Legal disclaimer if needed: "This is not an offer to sell securities."

Step 6: Format & Deliver

Default output: Markdown. Ask user if they want plain text or JSON.

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Integration Points

Upstream Skill	What It Provides
INLINECODE3	P&L, cash flow, runway math, projections
INLINECODE4

Cap table snapshot, dilution, round sizing | | kpi-alert-system | Live KPI data for board updates | | budget-vs-actual | Actuals vs plan for board update KPI table |

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Legal Disclaimer Boilerplate

For any memo that could be construed as a securities offering:

This document is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any offering of securities will be made only pursuant to definitive subscription documents. This summary is not a complete description of all material terms of any investment.

Include this when: the document includes fundraising terms, investor ask, or projected returns.

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Examples

Example 1: Quick One-Pager Request

Input: "Sam, write a one-pager for Apex AI. We're raising $1.5M SAFE at $8M cap. $42K MRR, growing 18% MoM. 3 months runway. B2B SaaS for construction PM teams."

Action: Use One-Pager template. Fill all known fields. Flag missing: team bios, TAM, CAC/LTV. Output markdown.

Example 2: Board Update

Input: "Monthly board update for March. MRR hit $180K (plan was $165K). Burn $95K (was $88K due to new hire). Cash $1.1M. Big win: closed Acme Corp ($18K ACV)."

Action: Use Board Update template. Calculate runway (1.1M / 95K = 11.6 months). Flag: what decisions needed? What are Q2 priorities?

Example 3: SAFE Post-Close Summary

Input: "Angel signed a $50K SAFE, $6M cap, 20% discount, MFN, no pro-rata."

Action: Use SAFE Summary template. Fill all terms. Add legal disclaimer boilerplate.

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PrecisionLedger — Precision. Integrity. Results.