Dataroom to IC Memo

Turn a supplied diligence folder or data-room inventory into a cited IC memo or committee paper through mapping, claim checks, package export, and persistence.

Models Memos Decks And Artifacts · Approval · v1

Quality-uplift proof

Quality lift unmeasured

Registry maturity does not prove response or artifact quality. No qualifying same-model skill-on versus no-skill improvement has been verified.

Required comparison: same model with this skill enabled versus the same model without the skill.

Inputs and output

Required inputs

Data Room Documents
Deal ID
Deal Name
Source Documents

Optional inputs

Assembled At
For Skill ID
IC Sources
Memo Governance
Memo Markdown
Memo Risks
Recommendation
Returns
Risks
Run ID
Thesis
Top Per Document
Valuation

Required source documents

Data Room Documents
Source Documents
Cim
Deck
Model
Other
Reserve Report

Expected outputs

Dataroom To IC Memo

Buyer-profile access

Policy visibility is not execution proof. Authentication is checked before a run.

Partially available

Read-only connection

Some declared steps need additional operator access or setup.

Owner or operator capability required

Partially available

Partner workspace

Some declared steps need additional operator access or setup.

Owner or operator capability required

Approval and blocking gates

IC approval is required before consequential use.

No blocking gate is declared in the public contract.

Abstentions and limits

Abstention conditions

Thesis is missing or unverified: CRUX abstains until the required evidence is supplied and validated.
Recommendation is missing or unverified: CRUX abstains until the required evidence is supplied and validated.
Valuation is missing or unverified: CRUX abstains until the required evidence is supplied and validated.
Returns is missing or unverified: CRUX abstains until the required evidence is supplied and validated.
Risks is missing or unverified: CRUX abstains until the required evidence is supplied and validated.
Memo Markdown is missing or unverified: CRUX abstains until the required evidence is supplied and validated.
Memo Governance is missing or unverified: CRUX abstains until the required evidence is supplied and validated.

Known limitations

Preview capability: useful but incomplete eval or SME coverage; human review required.
Do not use to verify claims in an already-drafted memo (ic-claims-source-control) or to compile a seller-side data room (data-room-compiler), nor for final deck rendering/delivery — hand the assembled model to crux-render-deck (the render/delivery layer).

Relationships

Outcome agents

ic-package-builder

Workflow-registry jobs

No workflow relationship is declared.

Use this skill

Authentication and the required buyer profile are checked before any work runs.