investment memo pro

    1

    Convert fragmented research notes into professional, evidence-based investment memos with strict risk analysis.

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    investment memo pro

    Example session with this skill installed

    Turn these notes on CloudLink (CLNK) into a memo. Trading at $45, 20x PE. Growth at 30% YoY. Main risk is the new competitor TechFlow. High churn in SMB segment but enterprise is sticky.

    • Read your context and instructions
    • Compiled the investment memo pro

    I have synthesized your notes on CloudLink (CLNK) into a structured investment memo, focusing on the enterprise/SMB churn tension and valuation vs. growth.

    Investment Memo: CloudLink (CLNK)

    SectionAnalysis
    Executive SummaryCLNK presents a high-growth opportunity in the enterprise sector, currently trading at a 20x P/E. The core thesis rests on enterprise stickiness offsetting SMB volatility.
    Investment ThesisCLNK is successfully migrating up-market. While SMB churn is elevated, the 30% YoY growth is driven by enterprise contracts which show higher retention and LTV, suggesting the current multiple may be conservative if enterprise mix continues to shift.
    Evidence SectionValuation: $45/share at 20x P/E. Growth: 30% YoY (User provided). Churn: High in SMB segment, Low/Sticky in Enterprise segment.
    Valuation ContextThe 20x P/E ratio implies a PEG of 0.67 based on 30% growth. This suggests an undervalued state relative to SaaS peers, provided the TechFlow competitive entry does not compress margins.
    Catalysts & RisksCatalyst: Further enterprise expansion announcements. Risk: TechFlow aggressive pricing in the SMB space could accelerate churn and bleed into mid-market segments.

    Key Assumptions

    • The 30% growth rate is sustainable over the next 12-24 months.
    • Enterprise "stickiness" is not yet impacted by TechFlow's recent market entry.

    Next steps

    1. Verify TechFlow's feature parity with CLNK's enterprise offering to ensure the "moat" holds.
    2. Analyze the last two quarters of Enterprise Net Retention Rate (NRR) to confirm the stickiness claim.
    3. Determine the specific percentage of revenue derived from the SMB segment to quantify the churn risk.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Formalize earnings call notes into institutional-style reports.Identify and label hidden assumptions in investment theses.Standardize research formats across an investment team.Generate detailed downside risk and catalyst sections for any asset.

    About this skill

    Writing institutional-grade investment research is time-consuming and prone to bias. This skill converts messy, fragmented research notes into a structured decision-support memo that separates hard facts from analyst inferences.

    What it does

    • Evidence isolation ensures every conclusion is linked to supplied data points.
    • Risk weighting dedicates significant space to downside cases and catalysts to avoid confirmation bias.
    • Technical translation converts plain-language notes into professional financial terminology without losing the original intent.
    • Assumption mapping explicitly labels every inference or gap in the data to maintain research integrity.

    How it works

    1. Input analysis identifies the asset, time horizon, and available valuation metrics from your provided notes.
    2. Fact-inference separation strips away decorative language to isolate core evidence from assumptions.
    3. Structure building organizes the data into executive summaries, theses, and valuation contexts.
    4. QA pass checks against quality gates to ensure no invented data or promotional certainty exists.

    Frameworks & tools

    This skill follows institutional equity research standards and fundamental analysis frameworks. It is designed for analysts, fund managers, and sophisticated individual investors.

    Why this beats prompting it yourself

    Generic prompts often hallucinate missing financial data or adopt an overly promotional tone. This skill enforces a strict "no-invention" rule and mandates specific sections for risks and monitoring that basic LLM responses usually skip.

    Use cases

    • Convert rough earnings call notes into a formal internal memo.
    • Standardize investment pitches from different team members into a single format.
    • Stress-test a bullish thesis by forcing the generation of a dedicated downside case.
    • Audit personal research for hidden assumptions and dated evidence.

    Known limitations

    This skill will not provide personalized financial instructions or trade execution advice. It cannot fetch live market prices or real-time fundamental data.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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      Unzip into your skills folder

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    3. 3

      Ask your agent to use it

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