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Grok Bot+18 agentsIC Memo Writer
Turn your diligence into a clean, honest IC-style memo, opportunity, business, cited financials, the investment case, the real risks, valuation, open items,...
$19
IC Memo Writer
Example session with this skill installed
Use the IC Memo Writer skill. Below are my findings on Project Sentinel (Sentinel Fire & Safety, Inc.), all from four synthetic documents: CIM (24 pp.), financial statements (FS, 5 pp., unaudited), 2025 tax return (Tax, 2 pp.), management call notes (Call, 1 p.). Printed page numbers. Established: TTM revenue $6.21M (CIM p.6, FS p.2); prior years $5.78M and $5.34M (FS p.2); tax receipts $5.95M (Tax p.1); 78% recurring, defined broadly (CIM p.7, p.22); Northgate $1,366,000 about 22%, top ten about 61% (CIM p.9), against the CIM's "no customer above 15%" (CIM p.8); reported EBITDA $1.08M, adjusted $1.42M with $340,000 of add-backs (FS p.4); all work under the founder's licence (CIM p.14); 2009 system, export untested (CIM p.15, p.16); change-of-control unreviewed (CIM p.19); settlement in prior year (CIM p.17). Not established: price, margins, contract terms. Write the memo, risks at full weight, and open items marked open.
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# Investment memo: Project Sentinel (draft) **Status:** diligence is incomplete. Items not established are marked OPEN. ## 1. The opportunity Acquire Sentinel Fire & Safety, Inc., a commercial fire and life-safety inspection and service business, from its founder (CIM p.2). Trailing twelve months revenue is $6.21M (CIM p.6). ## 2. The business and how it makes money Scheduled inspection and testing of alarm, sprinkler and suppression systems under multi-year agreements, plus repair, installation and 24/7 emergency response (CIM p.3, p.4). Customers are commercial property groups, healthcare, education and light industrial (CIM p.8). Revenue is recognized as work is performed (FS p.5). ## 3. The financial picture | Item | Figure | Source | |---|---|---| | TTM revenue | $6.21M | CIM p.6, FS p.2 | | Prior two years | $5.78M, $5.34M (undated) | FS p.2 | | Growth steps | +7.4%, +8.2% (mine) | FS p.2 | | Tax-year 2025 receipts | $5.95M, $260,000 below TTM | Tax p.1; mine | | Reported EBITDA | $1.08M | FS p.4 | | Add-backs | $340,000 | FS p.4 | | Adjusted EBITDA | $1.42M | FS p.4 | The statements are unaudited and management-prepared (FS p.1, p.5). Margins, cash flow, capex and balance-sheet amounts are OPEN. ## 4. The investment case - Demand rests on inspection codes, so it is described as non-discretionary (CIM p.5, seller's assertion, no data). - 78% of revenue is reported as recurring (CIM p.7), though that includes repair and call-out for contracted accounts (CIM p.22). - Revenue has risen in each period shown (FS p.2). ## 5. The risks 1. **Concentration.** Northgate is $1,366,000, about 22%; the top five are 48.8% (mine) and the top ten about 61% (CIM p.9). The CIM's own "no single customer above 15%" (CIM p.8) is contradicted. 2. **Licence and founder.** All work runs under the founder's personal licence (CIM p.14). 3. **Earnings quality.** Add-backs are 31.5% of reported EBITDA (mine). The $210,000 owner add-back is 62% of them. 4. **Revenue reconciliation.** $6.21M against $5.95M is unexplained. 5. **Data continuity.** The 2009 system's export is untested (CIM p.16). 6. **Change of control** is unreviewed across contracts (CIM p.19). 7. **Settlement** in the prior year is unexplained beyond the add-back (CIM p.17). ## 6. Valuation and proposed terms No price, multiple or structure is in the diligence record. The earnings base is a range: $1.08M reported, $1.21M if the owner add-back is treated as a replacement cost (mine), $1.42M seller-adjusted. Terms are OPEN until the items in section 7 are answered. ## 7. Open items before close 1. Northgate: contract, term, renewal, consent rights. 2. Licence transfer or replacement path. 3. Support for each add-back; period of the EBITDA. 4. Reconciliation of $6.21M, $5.78M, $5.34M and $5.95M. 5. Test export from the 2009 system. 6. Change-of-control review of the contract base. 7. Settlement agreement and any related claims. ## 8. Recommendation **Do not submit an offer yet. Proceed to a capped confirmatory phase on items 1 to 3, with a stop if Northgate's terms or the licence path are unacceptable.** The business has real strengths, but the three largest risks are unresolved and none can be priced from the current record. *This memo is an analytical aid and not investment, legal, tax or accounting advice. The Project Sentinel documents are synthetic test data.*
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About this skill
Turn your diligence into a clean, honest IC-style memo, opportunity, business, cited financials, the investment case, the real risks, valuation, open items, and a clear recommendation. Use when you need to present or decide, or when asked to 'write the IC memo', 'turn my diligence into a memo', or 'help me make the decision'. ## Works with Any agent that reads the SKILL.md standard and can read attached documents. No scripts, no network access, no installs. ## Known limitations It works only from the documents you provide and cannot verify anything outside them. Analysis, not investment, legal, tax or accounting advice; check the output against the source documents. ## About the author Original work, listed by its author: part of the free, MIT-licensed open-deal-kit, https://github.com/MariusGithub13/open-deal-kit The hosted version that writes a fully cited diligence brief across a whole data room is Deal OS: https://getdealos.tech/sandbox?utm_source=agensi&utm_medium=marketplace&utm_campaign=ic-memo-writer
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