IC Memo Generator — ibizai Claude for Financial Services

What the Agent Produces

Ten structured IC memo sections, grounded in your deal data — leading with a clear recommendation and ending with conditions for final diligence confirmation.

Investment Recommendation Clear Invest / Pass / Conditional verdict with a 2-sentence rationale — leads the memo.

Transaction Summary Deal type, structure, and key terms at a glance for the IC.

Company Overview Business model, competitive position, and operational context.

Investment Thesis Structured from your thesis points — market leadership, recurring revenues, growth vectors.

Financial Analysis Financials presented from provided data — gaps flagged explicitly.

Valuation & Returns Entry multiples and methodology described from provided data — no fabricated IRR/MOIC.

Risk Assessment Honest presentation of key risks — no sugar-coating, no minimization.

Management & Governance Leadership assessment, alignment, and governance structure.

Exit Strategy Exit route, horizon, and key conditions for a successful exit.

Conditions & Next Steps Remaining diligence conditions and next steps before final IC approval.

Generate Your IC Memo Draft

Provide deal details and investment thesis. The agent produces a 10-section Investment Committee Memorandum draft for partner review.

Draft only — for qualified professional review before any use. Not investment, legal, or compliance advice. Do not include material non-public information.

Company Name *

Sector / Industry

Geography / Jurisdiction

Exit Strategy

Deal Structure

Investment Thesis *

Financial Summary *

Valuation Summary

Management Team

Key Risks

Output Language

How It Works

The IC Memo Generator is ibizai's implementation of the Anthropic Claude for Financial Services private equity agent, adapted for growth equity and buyout transactions in Latin American and Iberian markets. IFRS-first. Output in English, Spanish, and French.

You provide the investment thesis, deal structure, financials, and key risks. The agent uses Gemini 2.5 Flash at temperature 0.2 to generate a structured ten-section IC memo draft — opening with a clear recommendation. Return projections are only included if you provide return assumptions. All figures are grounded in your inputs.

Important: All output is a draft for IC discussion — all figures require final diligence confirmation before IC vote. Do not use this tool with material non-public information. Nothing produced here constitutes investment, legal, tax, or compliance advice.

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