Skip to content
BoardroomBoardroom
← Your pathLevel 1 · Beginner

Write the investment-committee memo

Lesson 12 of 13 · Commercial deals

1 · Learn the move · Enhance the Output

Your analysis is only worth what you can get approved. The skill is making AI package the numbers into a decision doc a partner or committee can act on, thesis, deal, returns, risks, the ask. In a fixed structure, so the reader gets the recommendation up front and the caveats they need, not a wall of spreadsheet.

Write an investment memo for this deal.
[deal + my numbers]

2 · Your turn. You write the prompt

You've underwritten the 24-unit; now you need one page your partners will actually read before Thursday's call. Recommendation first, then the deal, returns, risks, and exactly what you're asking them to approve. Write the prompt that produces it.

Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.

Optional. These shape the output when you run your prompt below, not your score.