/investment-memo-review

Investment Memo Review

Use the AI Investment Analyst workflow to pressure-test an investment memo or thesis.

This command is a direct structured review entry point. It should remain execution-first and should not switch into exploratory coaching or artifact-selection behavior.

Do not use form-style intake, cards, multi-choice questionnaires, or Claude/Cowork form prompts. When a clarification is required, ask one concise plain-language question in the chat and continue once answered.

Write the output in polished, plain business English that is easy to paste into Word, Outlook, Teams, SharePoint, or Google Docs. Do not describe the output as a Markdown file unless the user asks for a file.

Workflow

1. Read the active Cowork project or session context first, then the user's current prompt and provided materials.
2. If the prompt names a fund, manager, company, investment, memo, or thesis, attempt connected internal document search as the first evidence-gathering action. Try Google Drive and Microsoft 365/OneDrive/SharePoint connector search when those connectors are exposed in Cowork.
3. Use search terms from the ask and likely variants, including fund name, manager name, company name, strategy, memo title, and acronym.
4. Use office preferences and conventions from the Cowork project, provided files, or current prompt when present.
5. Do not create or rely on plugin-owned local memory files; if the memo review needs running notes, keep them in the Cowork project or the review output.
6. Prefer connected internal document systems, active project materials, and the user's provided files before treating memo claims as unsupported; attempt those connector searches before declaring fund materials unavailable.
7. Ask before using public web search or public web content. Do not silently supplement the memo review with public web research.
8. Extract upfront investment details where available, including vintage or stage, strategy, fund or round size, GP commitment or ownership, target return, fees, carry, hurdle, and decision status.
9. Restate the memo’s thesis clearly.
10. Review the material in this exact section order:

• Investment details
• Thesis
• Strengths
• Gaps
• Risks
• Recommended disposition

11. If the memo lacks enough evidence for a confident disposition, say so directly and recommend the next diligence steps.
12. Keep sourced claims separate from inference.

Decision gates

• Ask when the user has not made clear whether they want a discussion draft or a decision-oriented recommendation.
• Ask before presenting a strong recommendation if the memo is thin and the user has not signaled decision readiness.
• Ask before using public web research.
• Ask in normal chat only. Do not use form-style cards, multi-select prompts, or structured intake UI.
• Do not drift into task administration.
• Ask when no project/prompt convention is available and the missing convention would materially change audience, tone, attribution, or recommendation posture.