Draft investment Committee (IC) report outline
Prompt detail
Acting as a senior venture-capital investor, please consult all available materials on {{Project_name}}, and—following the structure and content of previously completed Investment Committee (IC) reports—prepare an outline for a {{10}} -page IC report. The outline must cover the following sections:
- Industry Overview: market size, growth rate, competitive landscape, and key players
- Company Introduction: management team, product portfolio, sales model, financial data & information, and competitive advantages
- Financial Projections & Return Analysis
- Key Risks and Mitigation Strategies
What the prompt does
Preparing an Investment Committee report requires synthesizing due diligence findings, financial models, market research, and team assessments into a cohesive narrative — a process that typically takes days. This prompt accelerates that workflow by generating a structured IC report outline from your existing deal materials.
With remio, you provide the project name and desired page count, and it searches across your Slack threads, shared documents, meeting transcripts, and emails related to the deal. It then organizes findings into a clear outline covering industry overview, company profile, financial projections, and risk analysis — ready for your team to refine.
When to use
• You've completed due diligence on a startup and need to present findings to the investment committee within 48 hours.
• A partner asks you to draft an IC memo for a deal that's been discussed informally across multiple channels and meetings.
• You're preparing for a Monday IC meeting and need to consolidate weeks of research, founder calls, and financial reviews into a structured document.
• Your fund is evaluating multiple deals simultaneously and you need consistent, comparable IC report formats across all of them.
• A co-investor requests a written summary of your thesis before committing to a syndicate round.
Prompt examples
Input: Project_name: "NovaBio Therapeutics Series B" with a 10-page IC report outline
remio responds:
Based on your due diligence materials for NovaBio Therapeutics, here's a structured 10-page IC report outline. The Industry Overview (pages 1-2) covers the $48B biologics CDMO market, its 12.3% CAGR through 2030, and competitive positioning against Samsung Biologics and Lonza. The Company Introduction (pages 3-5) profiles CEO Dr. Sarah Chen's 18-year pharma background, NovaBio's three-platform product suite, their enterprise sales motion targeting mid-cap pharma, and $22M ARR with 140% net revenue retention noted in your Q3 financial review. Financial Projections & Return Analysis (pages 6-8) frames the $85M raise at a $340M pre-money valuation against a 4.2x projected MOIC at exit. Key Risks (pages 9-10) flags FDA regulatory dependency, customer concentration with their top three clients representing 61% of revenue, and talent retention challenges identified during your reference calls with former employees.
Tip 1:
Before running this prompt, ensure your due diligence notes, financial models, and founder meeting recordings are stored in channels or folders remio can access — the richer the source material, the more detailed the outline.
Tip 2:
Reference a specific prior IC report by name in your prompt so remio mirrors its exact structure, ensuring consistency with your fund's preferred format.
Tip 3:
Adjust the page count to match your committee's expectations — a 5-page memo suits seed deals while a 15-page report fits growth-stage investments.
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