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

1. GATHER: Load all research and context
2. ANALYZE: Deep strategic analysis with memo-analyst (Opus)
3. WRITE: Template-driven memo with memo-writer (Sonnet)
4. REVIEW: Completeness and consistency check
5. OUTPUT: Save to deal memo folder
6. 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