memo-builder - Turn Existing Analysis Into Decision-Ready Memos
Synthesize existing investment-banking analysis into evidence-based memos for clients, committees, boards, lenders, and deal teams.
Tags
Updated: 2026-10-05Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Classify memo requirements
- Gather source materials
- Select memo modes
- Trace claims to evidence
- Draft decision-ready memos
- Run memo quality checks
- Route circulation candidates
Inputs
- User request
- Audience and circulation posture
- Existing analysis
- User-provided files
- Prior outputs
- Connected applications
- Models and workbooks
- Decks and trackers
- Meeting notes
- Source-of-truth records
- Source dates
- Memo preferences
Outputs
- Standalone HTML internal memo
- Evidence-linked claims
- Recommendation and decision hinge
- Risk and diligence framing
- Open items and next steps
- Memo quality findings
- QC routing marker
Requirements
- Python 3 runtime
- Plugin-root working directory
- Access to referenced workflow files
- Permission to run local scripts
- Available source connectors