Agent skill

Cn Ib Memo Builder

by QiushenZou in QiushenZou/cn-investment-banking-skills

Turn source materials into concise, source-backed Chinese investment-banking memos with clear facts, analysis, decisions, risks, and actions.

Apache-2.0Auto-check passed

Install Cn Ib Memo Builder

skills CLI
$ npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-memo-builder -a claude-code

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

GitHub CLI
$ gh skill install QiushenZou/cn-investment-banking-skills cn-ib-memo-builder --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/QiushenZou/cn-investment-banking-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/cn-ib-memo-builder .claude/skills/cn-ib-memo-builder && 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
cn-ib-memo-builder
GitHub stars
102
Token cost
~1.1k tokens
SKILL.md length
498 words
Files
7 (incl. scripts, references, assets)
Skills in repo
11
Repo updated
First seen
Licence
Apache-2.0

At a glance

Turn source materials into concise, source-backed Chinese investment-banking memos with clear facts, analysis, decisions, risks, and actions.

  • Works in 6 steps: Define the memo's job → Build an evidence ledger → Create the issue structure → …
  • Project updates
  • SKILL.md covers Principles, Workflow and Output contract
  • Runs Python scripts from its folder; calls python3

What it does

Cn Ib Memo Builder is an agent skill from QiushenZou/cn-investment-banking-skills. Turn source materials into concise, source-backed Chinese investment-banking memos with clear facts, analysis, decisions, risks, and actions. Use for project updates, diligence findings, issue memos, transaction-path analyses, internal briefing notes, meeting follow-ups, 上会材料摘要、事项备忘录、项目进展、风险事项、核查结论、交易方案 or management-ready summaries in Markdown or Word. Preserve the requested template and distinguish evidence from inference; do not use for investment recommendations.

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 10 other files, including scripts, reference files and assets (for example `agents/openai.yaml`, `assets/memo-template.md` and `references/drafting-style.md`).

The repository describes itself as: Agent Skills for Chinese IPO sponsor execution: diligence, filing production, pre-submission QC, regulatory inquiries, and filing refresh. The licence is Apache-2.0.

When your agent uses it

  • Project updates
  • Diligence findings
  • Transaction-path analyses
  • Internal briefing notes

Example prompts

  • “/cn-ib-memo-builder”

Requirements

  • Python 3

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Define the memo's job
  2. Build an evidence ledger
  3. Create the issue structure
  4. Draft conclusion-first
  5. Validate the draft
  6. Reviewer-ready close

What it can do on your machine

Read from SKILL.md and the folder at commit b71a38c. 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

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python3

    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

Cn Ib Memo Builder loads about 1.1k tokens when it runs, and up to ~1.9k if it reads all its reference files. Until then it costs about 123 tokens; SKILL.md has 498 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~123
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.9k

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); the scripts in this folder are not scanned.

SKILL.md

The full file from QiushenZou/cn-investment-banking-skills at commit b71a38c, republished under its Apache-2.0 licence (© QiushenZou). 498 words, ~1,117 tokens.

Download SKILL.mdSave it as .claude/skills/cn-ib-memo-builder/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.
name
cn-ib-memo-builder
description
Turn source materials into concise, source-backed Chinese investment-banking memos with clear facts, analysis, decisions, risks, and actions. Use for project updates, diligence findings, issue memos, transaction-path analyses, internal briefing notes, meeting follow-ups, 上会材料摘要、事项备忘录、项目进展、风险事项、核查结论、交易方案 or management-ready summaries in Markdown or Word. Preserve the requested template and distinguish evidence from inference; do not use for investment recommendations.

CN IB Memo Builder

Produce a memo that lets a senior banker understand the decision, evidence, risk, and next action quickly.

Principles

  1. Start with the decision or conclusion, not a chronology of work performed.
  2. Distinguish confirmed fact, source statement, analysis, assumption, and open question.
  3. Support material facts with stable source identifiers and precise locators.
  4. Keep unresolved issues visible with owner, deadline, dependency, and consequence.
  5. Preserve the user's template, defined terms, and requested sections.
  6. Never manufacture a conclusion when the evidence is incomplete.

Workflow

1. Define the memo's job

Read references/memo-types.md. Confirm:

  • reader and decision required;
  • memo type and required length;
  • reporting cut-off and transaction stage;
  • approved sources and confidentiality level;
  • required template, headings, and sign-offs.

If no template is supplied, start from assets/memo-template.md and remove irrelevant sections rather than filling them with generic prose.

2. Build an evidence ledger

Before drafting, assign each material source a stable ID such as [S1]. Record:

text
source_id, title, date, file_or_url, page_or_cell, owner, status

Extract facts with original wording, period, unit, scope, and caveat. Use cn-ib-source-verifier for calculation lineage or cn-ib-cross-document-check when sources disagree.

3. Create the issue structure

For each material issue, state:

  • Conclusion: what the evidence currently supports;
  • Facts: source-backed observations only;
  • Analysis: why the facts matter to the transaction;
  • Gap or risk: what remains uncertain and the consequence;
  • Action: next step, owner, deadline, and closure evidence.

Do not hide a qualification in a footnote when it changes the conclusion.

4. Draft conclusion-first

Read references/drafting-style.md. Write the executive summary after the issue analysis, then move it to the front. Use tables for decisions, open items, and comparisons; use prose for reasoning that needs context.

Keep source tags close to supported statements:

text
公司截至2026年6月30日的在手订单为人民币10亿元。[S2]

Label management representations, estimates, and adviser analyses explicitly.

Show full SKILL.md (213 more words)Show less
5. Validate the draft

Read references/source-and-review.md, then scan a Markdown draft:

bash
python3 scripts/check_memo_markdown.py memo.md --output memo-issues.csv

The script detects unresolved placeholders, missing core headings, empty sections, uncited quantitative claims, unsupported superlatives, duplicate punctuation, and broken source tags. Adjust required headings with repeated --required-heading options when the user's template differs.

6. Reviewer-ready close

Verify:

  • the executive summary agrees with the detailed sections;
  • dates, units, names, and transaction terms are consistent;
  • every material conclusion states its evidence and limitations;
  • every open item has an owner and next step;
  • source definitions resolve all citations;
  • the final Word/PDF rendering has been visually inspected if delivered in that format.

When revising an existing Word memo, preserve the original and use native Word tracked changes by default. Keep edits granular, retain existing revisions and comments unless instructed otherwise, and do not simulate redlines with color or strikethrough. Use a transparent revision author such as Codex when none is specified. Verify the revision markup and render all changed pages; provide a clean accepted copy only when explicitly requested.

Output contract

Deliver:

  1. memo with conclusion-first executive summary;
  2. issue-by-issue fact, analysis, risk, and action;
  3. decision and open-item table;
  4. source register with exact locators;
  5. explicit assumptions, limitations, and unresolved disagreements.

Do not turn a management statement or professional inference into an unqualified fact.

© QiushenZou, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 6 other files (scripts, references, assets) in skills/cn-ib-memo-builder of QiushenZou/cn-investment-banking-skills.

  • SKILL.md
  • agents/openai.yaml
  • assets/memo-template.md
  • references/drafting-style.md
  • references/memo-types.md
  • references/source-and-review.md
  • scripts/check_memo_markdown.py

Open the folder on GitHubat commit b71a38c

Compare with similar skills

Cn Ib Memo Builder 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.

Cn Ib Memo Builder compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Cn Ib Memo Builder this skillQiushenZou/cn-investment-banking-skills102—~1.1kAutomated safety check: PassApache-2.0
Memoanthropics/claude-for-legal9.6k3 repos~2.5kAutomated safety check: PassApache-2.0
Investment Research Report Writing Overlayxbtlin/ai-berkshire17k—~2.4kAutomated safety check: PassMIT
Chinese Indie Dev1c7/chinese-independent-developer62k—~8.7kAutomated safety check: PassNone
Team Builderaffaan-m/ECC277k1 repos~1.8kAutomated safety check: PassMIT
Investor Materialsaffaan-m/ECC277k3 repos~268Automated safety check: PassMIT

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Questions about Cn Ib Memo Builder

What does Cn Ib Memo Builder do?

Turn source materials into concise, source-backed Chinese investment-banking memos with clear facts, analysis, decisions, risks, and actions. Cn Ib Memo Builder is an agent skill from QiushenZou/cn-investment-banking-skills. Turn source materials into concise, source-backed Chinese investment-banking memos with clear facts, analysis, decisions, risks, and actions.

When should I use Cn Ib Memo Builder?

Cn Ib Memo Builder fits situations like: project updates; diligence findings; transaction-path analyses; internal briefing notes.

How do I install Cn Ib Memo Builder in Claude Code?

Run `npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-memo-builder -a claude-code`. Or copy the skill folder (skills/cn-ib-memo-builder in QiushenZou/cn-investment-banking-skills) into .claude/skills/cn-ib-memo-builder in your project. Claude Code loads it when a task matches its description.

How do I install Cn Ib Memo Builder in Codex?

Run `npx skills add QiushenZou/cn-investment-banking-skills --skill cn-ib-memo-builder -a codex`. Or copy the skill folder (skills/cn-ib-memo-builder in QiushenZou/cn-investment-banking-skills) into .agents/skills/cn-ib-memo-builder in your project. Codex loads it when a task matches its description.

Can I use Cn Ib Memo Builder 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 QiushenZou/cn-investment-banking-skills --skill cn-ib-memo-builder -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/cn-ib-memo-builder, .gemini/skills/cn-ib-memo-builder, .github/skills/cn-ib-memo-builder and .opencode/skills/cn-ib-memo-builder in your project.

What does Cn Ib Memo Builder need to run?

Going by SKILL.md and its folder, Cn Ib Memo Builder needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Cn Ib Memo Builder 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 Cn Ib Memo Builder 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Cn Ib Memo Builder use?

Cn Ib Memo Builder is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Cn Ib Memo Builder use?

About 1.1k tokens (SKILL.md is roughly 4.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 798 tokens, read only when the agent opens those files.

What are the alternatives to Cn Ib Memo Builder?

Skills that share tags, products or a category with Cn Ib Memo Builder: Memo (anthropics/claude-for-legal, 9.6k stars), Investment Research Report Writing Overlay (xbtlin/ai-berkshire, 17k stars), Chinese Indie Dev (1c7/chinese-independent-developer, 62k stars) and Team Builder (affaan-m/ECC, 277k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Cn Ib Memo Builder?

QiushenZou (a GitHub user) maintains it in QiushenZou/cn-investment-banking-skills, which has 102 GitHub stars. The repository holds 11 skills in this directory. The repository was last updated on August 17, 2026.

Source: QiushenZou/cn-investment-banking-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.