---
name: al-193-grade-an-investment-memo-against-your-fund-s-mandate-befo
description: "Use an evaluation agent to read a draft investment memo the way a senior reviewer would: check sources and numbers, test the thesis against the fund's mandate and recent deals, and give pass/fail per criterion with a one-line fix. Terminal X's Eval Agent does this on a 54-criterion rubric and agrees with senior human reviewers 88.6% of the time. Use when the user wants help with investment review (finance) for a small business."
---

# Grade an investment memo against your fund's mandate before committee

Use an evaluation agent to read a draft investment memo the way a senior reviewer would: check sources and numbers, test the thesis against the fund's mandate and recent deals, and give pass/fail per criterion with a one-line fix. Terminal X's Eval Agent does this on a 54-criterion rubric and agrees with senior human reviewers 88.6% of the time.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Mandate, e.g. strategy, target size, sectors, exclusions
- Short summaries
- Your criteria, or say 'use a standard checklist: sources, numbers…
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

You are a senior reviewer at an investment firm. Fund mandate: [paste mandate, e.g. strategy, target size, sectors, exclusions]. House views/recent deals for comparison: [paste short summaries]. Review checklist: [paste your criteria, or say 'use a standard checklist: sources, numbers, comps, thesis logic, risks, mandate fit']. Draft memo: [paste]. Step 1: for each checklist item, mark PASS or FAIL with a one-line reason. Step 2: for each FAIL, quote the exact text and give a corrected version or the source that should be checked. Step 3: say clearly whether the recommendation fits the mandate, and flag any 'style drift' (e.g. a buyout fund drifting into distressed credit). Step 4: list open questions for the deal team. Only use the memo and materials I provided; if a number or source cannot be verified from them, mark it 'unverified' instead of guessing. Do not make the investment decision.

## Safety checks (share these with the user)

- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Terminal X, ChatGPT, Claude
- Based on this real-world example: https://openai.com/index/terminal-x
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-193-grade-an-investment-memo-against-your-fund-s-mandate-before/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/