Dataroom to IC Memo

Can we turn this data room into a cited IC memo? Trigger phrases: data room to IC memo, diligence folder to memo, memo from data room, committee paper from diligence. Produces: cited IC memo package with claim map and source register.

Models Memos Decks And Artifacts · Approval · v1

Measured quality evidence

Quality lift unmeasured

Registry maturity does not prove response or artifact quality. No qualifying same-model skill-on versus no-skill improvement has been verified.

Required comparison: same model with this skill enabled versus the same model without the skill.

Inputs and output

Required inputs

Data Room Documents
Deal ID
Deal Name
Source Documents

Optional inputs

Assembled At
For Skill ID
IC Sources
Memo Governance
Memo Markdown
Memo Risks
Recommendation
Returns
Risks
Run ID
Thesis
Top Per Document
Valuation

Required source documents

Data Room Documents
Source Documents
Cim
Deck
Model
Other
Reserve Report

Expected outputs

Dataroom To IC Memo

Buyer-profile access

Policy visibility is not execution proof. Authentication is checked before a run.

Available

Read-only connection

The skill entry point is callable. Any downstream write or external action is checked separately.

Available

Partner workspace

The skill entry point is callable. Any downstream write or external action is checked separately.

External-action review

IC review applies before a consequential external or binding action. Analysis and working artifacts remain available before that review.

No specific external-action review item is declared.

Input gaps and limits

Dependent input gaps

Thesis is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.
Recommendation is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.
Valuation is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.
Returns is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.
Risks is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.
Memo Markdown is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.
Memo Governance is missing or unverified: The dependent calculation remains open. CRUX returns the other supported work and names the exact input needed.

Known limitations

Preview capability: useful but incomplete eval or SME coverage; human review required.
Do not use to verify claims in an already-drafted memo (ic-claims-source-control) or to compile a seller-side data room (data-room-compiler), nor for final deck rendering/delivery — hand the assembled model to crux-render-deck (the render/delivery layer).

Relationships

Outcome agents

ic-package-builder

Workflow-registry jobs

No workflow relationship is declared.

Use this skill

Authentication and the required buyer profile are checked before any work runs.