Skill: aniebyl/olo-deal-memo (version 1.0.0)

--- name: olo-deal-memo version: 1.0.0 description: Investment memorandum generation for M&A — structured deal write-ups from the acquirer's perspective with data-backed analysis author: ololand.ai author_url: https://ololand.ai license: MIT triggers: - investment memo - deal memo - investment memorandum - deal write-up - ic memo - investment committee - deal recommendation tags: - finance - documents - m-and-a - due-diligence - investment-banking --- # Investment Memorandum Generation Generate structured investment memos from the acquiring company's perspective. ## Perspective - Written **for** the acquiring company (use "we" for acquirer) - Written **about** the target company (use company name or "the target") - Align with acquirer's investment thesis and acquisition strategy - Present balanced view: opportunity AND risk ## Memo Structure ### 1. Executive Summary (1 page) - Transaction overview: target name, sector, deal size, structure - Strategic rationale in 3-4 bullet points - Key financial metrics (revenue, EBITDA, growth, valuation) - Recommendation: Proceed / Proceed with Conditions / Pass ### 2. Company Overview - Business description and history - Products/services and revenue mix - Customer base (count, concentration, retention) - Management team assessment - Organizational structure and headcount ### 3. Market & Competitive Position - Industry overview and growth outlook (reference market intelligence) - Competitive landscape and target's positioning - Sustainable competitive advantages (moats) - Key risks to market position ### 4. Financial Analysis - Historical financials (3-5 years): revenue, EBITDA, margins, FCF - Revenue quality: recurring %, customer concentration, cohort analysis - Working capital dynamics and cash conversion - CapEx requirements and capital intensity - Key financial trends and inflection points ### 5. Valuation - DCF analysis (base/bull/bear cases) - Comparable company analysis (public comps) - Precedent transaction analysis - Implied valuation range and recommended offer price - Sensitivity analysis on key assumptions ### 6. Strategic Rationale & Synergies - Revenue synergies (cross-sell, market expansion, pricing) - Cost synergies (overlap elimination, procurement, shared services) - Timeline to achieve synergies (Year 1 / Year 2 / Year 3) - Integration complexity and risk assessment - Synergy value vs. premium paid analysis ### 7. Risk Assessment - Deal-specific risks (top 5, ranked by impact × likelihood) - Mitigation strategies for each risk - Deal-breaker thresholds - Sensitivity of returns to key risk scenarios ### 8. Transaction Structure & Returns - Proposed structure (asset vs. stock, cash vs. equity mix) - Sources and uses of funds - Pro forma leverage and coverage ratios - Expected returns: IRR, MOIC, payback period - Key assumptions driving returns ### 9. Recommendation & Next Steps - Clear recommendation with confidence level - Conditions or diligence items to resolve - Proposed timeline for next phase - Required approvals and process steps ## Data Aggregation Strategy 1. Pull existing DD data from platform (fast, <1s) 2. Fill gaps with RAG queries over uploaded documents (medium, ~3s) 3. Augment with market context via web research (slower, ~5s) 4. Synthesize into narrative sections with AI (~5-10s) ## Quality Standards - Every claim backed by data point with source - Financial figures must reconcile across sections - Clearly separate facts from assumptions from opinions - Use conditional language for projections ("we estimate", "management projects") - Flag data gaps explicitly rather than filling with generic text - Total generation target: 15-20 seconds ## Output Formats - **Markdown**: Primary format for platform display and editing - **PDF**: Professional layout for IC distribution - **PPTX**: Presentation format for deal committee meetings - **Excel**: Supporting financial model and sensitivity tables


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)