Recap IC Memo Writer
Write the committee memo behind a refinance, extension, workout, recap, sale, or hold decision.
★ 105 on GitHub0 downloads on LenderSkills
Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.
Free, and about thirty seconds: a work email and a six-digit code.
Downloading shares your name, firm, role, and email with Avi Hacker, J.D.. That introduction is what keeps every skill here free.
What this skill does
Produces the investment committee memo for a mid-life capital decision rather than an acquisition.
What it does
- Covers refinance, extension, workout, rescue capital, recapitalization, sale, and hold
- Frames the decision actually being asked for
- Presents the alternatives that were considered and rejected
- Commits to a recommendation a committee can vote on
When to use it
Use this skill after running the capital markets diagnostics, refinance gap, rescue capital, term sheet, servicing, or lender package skills and needing a decision-ready memo.
What to have ready
- Outputs from relevant capital markets skills
- Property overview and current performance
- Existing debt, maturity, payoff, and default status
- Refinance gap and capital alternatives
- Business plan, risks, and exit strategy
- Sponsor objectives and decision deadline
How to use it
- Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
- Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has
[BRACKETED]placeholders, and runs a quick test with you. - Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.
"Use the Recap IC Memo Writer skill — I've got outputs from relevant capital markets skills."
What you get back
A structured report covering executive summary, current position, capital need and gap, alternatives reviewed, recommended path, key risks, and conditions to approval. You get it as readable analysis plus the underlying data, so it can feed straight into a memo or another skill.
Good to know
- Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
- Every draft is a starting point for your own review, not a finished decision.
- Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
Source & credit
Imported from the open-source cre-agent-skills library by Avi Hacker, J.D. (github.com/ahacker-1/cre-agent-skills), Apache-2.0 license. The author's content is unmodified apart from a legal disclaimer appended at the end of the package. Full credit to the author.
Legal disclaimer
This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.
Inside this skill
The actual file you get. Members can read it in full before saving it.
Recap IC Memo Writer
Write an investment committee memo for refinance, extension, workout, rescue capital, recapitalization, sale, or hold decision.
When to Use This Skill
Use this skill after running the capital markets diagnostics, refinance gap, rescue capital, term sheet, servicing, or lender package skills and needing a decision-ready memo.
What You'll Need to Provide
- Outputs from relevant capital markets skills
- Property overview and current performance
- Existing debt, maturity, payoff, and default status
- Refinance gap and capital alternatives
- Business plan, risks, and exit strategy
- Sponsor objectives and decision deadline
Mission
Synthesize the facts into a clear IC recommendation: refinance, extend, modify, recapitalize, inject equity, sell, pursue discounted payoff, or decline further capital.
Strategy
Step 1: Define the Decision
State the exact IC question:
- approve refinance
- approve paydown
- approve rescue capital
- approve extension/workout proposal
- approve sale process
- decline additional capital
Step 2: Summarize Current Position
Cover:
- asset status
- loan status
- maturity timeline
- operating performance
- valuation
- sponsor liquidity
- default or servicing risk
Step 3: Present Alternatives
Compare:
- refinance
- extension
- workout/modification
- sponsor equity
- preferred equity or mezzanine
- common JV equity
- sale
- note purchase or discounted payoff
Step 4: Analyze Economics and Risk
Include:
- proceeds gap
- required capital
- expected return or loss avoidance
- control and dilution
- downside case
- timing risk
- legal/tax/counsel issues
Step 5: Make Recommendation
Give:
- recommended path
- why alternatives were rejected
- required approvals
- next 30/60/90 day actions
- confidence level
Output Format
# Recap / Maturity IC Memo ## Property: ## Decision:
Reading the full skill counts as a download. The contributor receives your name, company, and email.
Ratings & reviews
No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.
Examination record
Run it in Claude
- Copy the install command above
- Paste it into Claude, ChatGPT or Cursor
- It writes the skill in, fills in your firm’s details, and test-runs it with you
Prefer the file? The prompt above is for a package you already downloaded.
Details
More from Avi Hacker, J.D.
Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.