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Skill

Deal memo drafter

The deal memo drafted from the documents, every number traceable to its source.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • Claude Code
  • Anthropic API

A skill that assembles a deal memo in your house format from the underlying documents: the facts pulled with citations, the sections your committee expects, and a stated list of what the drafter could not verify. The judgment paragraphs stay human; the assembly stops eating your evenings.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • Claude Code
  • Anthropic API

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
---name: deal-memo-drafterdescription: Assemble the memo; cite everything; flag gaps.--- # Judgment stays human. Assembly does not have to.

What is inside

3 items. Includes deployment guide.

  • SKILL.mdThe assembly rules and the citation law
  • memo-template.mdYour sections, declared once
  • guide.mdThe first memo: checking every citation

Who it is for

  • Memo-writing is mostly hunting numbers you have already read.
  • Committee formats are strict and formatting time is real.
  • You want drafts that show their sources, not prose that sounds sure.

Requirements

  • Your memo format (one past memo is enough to start)
  • The deal's document set

Where this sits

  1. This system

    Deal memo drafter

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

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