Agent skill

Deal Memo Drafting

by NateBJones-Projects in NateBJones-Projects/OB1

Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials.

Custom licenceAuto-check passed

Install Deal Memo Drafting

skills CLI
$ npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install NateBJones-Projects/OB1 deal-memo-drafting --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/NateBJones-Projects/OB1.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/deal-memo-drafting .claude/skills/deal-memo-drafting && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
deal-memo-drafting
GitHub stars
4.7k
Token cost
~963 tokens
SKILL.md length
442 words
Files
3
Skills in repo
24
Repo updated
First seen
Licence
Custom licence

At a glance

Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials.

  • Works in 6 steps: Frame the memo. → Inventory the evidence. → Build the memo spine. → …
  • Prompts like draft a deal memo
  • SKILL.md covers Problem, Audience, When to Use and When Not to Use, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Deal Memo Drafting is an agent skill from NateBJones-Projects/OB1. Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials. Use for prompts like "draft a deal memo", "turn this diligence packet into a memo", or "write the IC draft". Best when you already have research findings, model review notes, meeting outputs, and supporting documents. Optional Open Brain search and capture can pull prior context and store the final memo or recommendation summary.

Its SKILL.md is about 960 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files (for example `README.md` and `metadata.json`).

The repository describes itself as: Open Brain — The infrastructure layer for your thinking. One database, one AI gateway, one chat channel — any AI plugs in. No middleware, no SaaS.

When your agent uses it

  • Prompts like draft a deal memo
  • Turn this diligence packet into a memo
  • Write the IC draft

Example prompts

  • “draft a deal memo”
  • “turn this diligence packet into a memo”
  • “write the IC draft”
  • “/deal-memo-drafting”

Workflow steps

6 steps, taken from the first numbered list in SKILL.md.

  1. Frame the memo.
  2. Inventory the evidence.
  3. Build the memo spine.
  4. Draft with explicit honesty.
  5. Tighten for decision-readiness.
  6. Optionally use Open Brain.

What it can do on your machine

Read from SKILL.md and the folder at commit 238df6c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Deal Memo Drafting loads about 963 tokens when it runs. Until then it costs about 125 tokens; SKILL.md has 442 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~125
When it runs · the whole SKILL.md, loaded when a task matches
~963

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

Its licence (Custom licence) doesn't allow us to republish the file, so here is its outline and opening line. It has 442 words (~963 tokens).

“The hardest part of memo drafting is not prose. It is turning incomplete diligence, competing evidence, and meeting fragments into a clean recommendation without hiding the gaps.”

— opening of SKILL.md by NateBJones-Projects, Custom licence
name
deal-memo-drafting
author
Nate B. Jones
version
1.0.0

Read the full SKILL.md on GitHub

Files

SKILL.md and 2 other files in skills/deal-memo-drafting of NateBJones-Projects/OB1.

  • SKILL.md
  • README.md
  • metadata.json

Open the folder on GitHubat commit 238df6c

Compare with similar skills

Deal Memo Drafting next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Deal Memo Drafting compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Deal Memo Drafting this skillNateBJones-Projects/OB14.7k—~963Automated safety check: PassCustom licence
Investor Outreachaffaan-m/ECC276k6 repos~664Automated safety check: PassMIT
Memoanthropics/claude-for-legal9.6k3 repos~2.5kAutomated safety check: PassApache-2.0
Draftanthropics/claude-for-legal9.6k3 repos~2.4kAutomated safety check: PassApache-2.0
Deal Deskalirezarezvani/claude-skills28k—~2.8kAutomated safety check: PassMIT
Policy Draftinganthropics/claude-for-legal9.6k2 repos~1.4kAutomated safety check: PassApache-2.0

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Questions about Deal Memo Drafting

What does Deal Memo Drafting do?

Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials. Deal Memo Drafting is an agent skill from NateBJones-Projects/OB1. Investor-first workflow for drafting a structured deal memo, IC memo, partnership memo, or acquisition-style brief from existing diligence materials.

When should I use Deal Memo Drafting?

Deal Memo Drafting fits situations like: prompts like draft a deal memo; turn this diligence packet into a memo; write the IC draft.

How do I install Deal Memo Drafting in Claude Code?

Run `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -a claude-code`. Or copy the skill folder (skills/deal-memo-drafting in NateBJones-Projects/OB1) into .claude/skills/deal-memo-drafting in your project. Claude Code loads it when a task matches its description.

How do I install Deal Memo Drafting in Codex?

Run `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -a codex`. Or copy the skill folder (skills/deal-memo-drafting in NateBJones-Projects/OB1) into .agents/skills/deal-memo-drafting in your project. Codex loads it when a task matches its description.

Can I use Deal Memo Drafting in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add NateBJones-Projects/OB1 --skill deal-memo-drafting -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/deal-memo-drafting, .gemini/skills/deal-memo-drafting, .github/skills/deal-memo-drafting and .opencode/skills/deal-memo-drafting in your project.

What does Deal Memo Drafting need to run?

SKILL.md names no scripts, command-line tools or credentials: Deal Memo Drafting is instructions for the agent only.

Does Deal Memo Drafting access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Deal Memo Drafting safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Deal Memo Drafting use?

Deal Memo Drafting has a licence file (the repository's licence) that doesn't match a standard licence. Read it on GitHub before reusing the skill.

How many tokens does Deal Memo Drafting use?

About 963 tokens (SKILL.md is roughly 3.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Deal Memo Drafting?

Skills that share tags, products or a category with Deal Memo Drafting: Investor Outreach (affaan-m/ECC, 276k stars), Memo (anthropics/claude-for-legal, 9.6k stars), Draft (anthropics/claude-for-legal, 9.6k stars) and Deal Desk (alirezarezvani/claude-skills, 28k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Deal Memo Drafting?

NateBJones-Projects (a GitHub organization) maintains it in NateBJones-Projects/OB1, which has 4,710 GitHub stars. The repository holds 24 skills in this directory. The repository was last updated on October 9, 2026.

Source: NateBJones-Projects/OB1 on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.