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>/.cybos/context.md
Context Files
- •
context/investment-philosophy.md: Investment rubric and decision-making framework - •
context/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