M&A
Turn deal terms into an IC memo outline
Structure raw deal terms into an investment committee memo outline.
Audience: Private equity, M&A teamsDifficulty: Advanced
Input needed
Deal terms and target company summary
Prompt
Turn these deal terms — [paste terms and target summary] — into an IC memo outline: investment thesis, deal structure, valuation basis, key risks, and open diligence questions. Keep each section to a few bullet points, not full prose.
Expected output
An IC memo outline with thesis, structure, valuation basis, risks, and open questions.
CL
Recommended model: Claude
The strongest choice for long-document financial writing and reasoning.
Part of the Private Equity Screening workflow.