SKILL.md
DD Memo Skill
Generate comprehensive investment memos for cyber•Fund investment committee decisions.
Capabilities
Transform research and analysis into structured investment memos following cyber•Fund's template and investment philosophy.
Workflows
workflows/generate.md: DD memo generation workflow
Agents Used
- memo-analyst: Deep strategic analysis and scoring (Opus model for strategic depth)
- memo-writer: Template-driven memo writing (Sonnet for structure)
Prerequisites
- Company research must exist in
~/CybosVault/private/deals/<company>/research/ - Deal context in
~/CybosVault/private/deals/<company>/index.md
Context Files
context/investment-philosophy.md: Investment rubric and decision-making frameworkcontext/MEMO_template.md: Standard memo structure
Output Location
~/CybosVault/private/deals/<company>/memo/memo.md(overwrites previous version)
Memo Components
A complete memo includes:
- Executive Summary & Investment Thesis
- Scoring Sheet (10 categories weighted)
- Product, Business Model, Technology sections
- Traction, Competition, GTM
- Team (Founders, Key Hires)
- Financials, Projections
- Investment Overview, Cap Table, Exit Analysis
- Risks & Mitigations
- IC Q&A preparation
- Clear recommendation
Investment Philosophy
Applies cyber•Fund rubric:
- Path to $1B+ revenue (legendary outcomes)
- Defensible moat (data, network, hard tech)
- Clear business model (revenue > token speculation)
- Strong founders (energy, sales DNA, deep expertise)
- Market timing (why now?)
- Big Tech threat assessment (6-week rule)
- Reasonable valuation for stage
Workflow Pattern
- GATHER: Load all research and context
- ANALYZE: Deep strategic analysis with memo-analyst (Opus)
- WRITE: Template-driven memo with memo-writer (Sonnet)
- REVIEW: Completeness and consistency check
- OUTPUT: Save to deal memo folder
- LOG: Record memo generation
Success Criteria
- All template sections completed
- Investment rubric scores provided with rationale
- Clear recommendation (INVEST / PASS / MORE DILIGENCE)
- Risks identified with mitigations
- Exit scenarios modeled
- IC questions anticipated