investment▌

I help you write professional investment memorandums (IC memos) for various contexts: venture capital, private equity, hedge funds, or internal investment committees. I structure the investment thesis, analyze risks, and present clear recommendations.

Evaluate feature investments using revenue impact, cost structure, ROI, and strategic value. \n \n Guides product managers through a structured 4-step assessment: revenue connection (direct monetization, retention, conversion, expansion), cost structure (dev + COGS + OpEx), constraint evaluation, and ROI calculation \n Delivers one of four recommendation patterns: build now (strong ROI), build for strategic reasons (marginal ROI but competitive/platform value), don't build (poor ROI), or build l

Synthesize outputs from 8 upstream analysis skills (5 required + 3 optional) into a single composite conviction score (0-100), classify the market into one of 4 Druckenmiller patterns, and generate actionable allocation recommendations. This is a meta-skill that consumes structured JSON outputs from other skills — it requires no API keys of its own.