Investment Committee Memov0.1.2

A venture capital associate needs to quickly share initial meeting notes and deck highlights with partners. The assistant generates a concise first-look IC memo with sections on thesis, team, market, and traction, flagging risks as open questions.

After completing diligence, a principal drafts a comprehensive IC memo with all 12 sections, evidence matrix, kill criteria, and a recommendation (e.g., Term-sheet). The assistant enforces source tagging and flags all unsourced claims.

A partner revisits a tracked deal after new customer references and technical review. The assistant updates only the changed sections, adds an update log, and re-evaluates kill criteria and recommendation.

When a deal lead provides partial metrics (e.g., missing ARR or churn), the assistant logs them as Unknown and adds to the open-questions list, preventing inference and ensuring evidence discipline in the memo.

For a Series A deal, the assistant helps define concrete kill criteria (e.g., NDR < 90%) and ties the recommendation (e.g., Diligence) to the fund thesis and stage threshold, enabling clear partner decisions.

The IC memo often evaluates startups with recurring revenue models. The assistant tracks metrics like ARR, growth rate, churn, and net dollar retention, citing sources for each.

For marketplace deals, the memo focuses on take rate, GMV, liquidity, and unit economics. The assistant ensures these metrics are sourced and flagged if missing.

For infrastructure or API startups, the assistant handles metrics like consumption growth, gross margin, and payback period, requiring clear source tags for each.