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Olo Deal Memo
by
Aleksander Niebylski
· GitHub ↗
· v1.0.0
321
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0
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0
Active Installs
1
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Install in OpenClaw
/install olo-deal-memo
Description
Investment memorandum generation for M&A — structured deal write-ups from the acquirer's perspective with data-backed analysis
Usage Guidance
This skill appears internally consistent, but before installing verify: (1) what platform data the agent can access when it asks to 'pull existing DD data from platform' — ensure only approved deal files are available; (2) where 'web research' calls are sent and whether those queries could leak confidential targets (avoid sending sensitive excerpts to public APIs); (3) how generated outputs (PDF, PPTX, Excel) are stored and shared—ensure they follow your org's access controls; and (4) test with non-sensitive example deals to confirm sources are properly cited and numbers reconcile. If you need stricter controls, restrict the skill's data connectors or run it in an environment that prevents external network calls.
Capability Analysis
Type: OpenClaw Skill
Name: olo-deal-memo
Version: 1.0.0
The skill bundle is classified as benign. The `SKILL.md` file outlines the process for generating an investment memorandum, including steps like pulling platform data, RAG queries, web research for market context, and AI synthesis. While 'web research' implies external network access, this capability is plausibly and explicitly needed for the stated purpose of generating a comprehensive investment memo. There are no instructions for data exfiltration, unauthorized execution, persistence, prompt injection against the user, or any other malicious activities. All instructions are transparent and directly align with the skill's described function.
Capability Assessment
Purpose & Capability
Name and description (investment memorandum generation) align with the SKILL.md: structured memo sections, data-backed analysis, and multiple output formats. There are no declared binaries, env vars, or config paths that are unrelated to producing memos.
Instruction Scope
Instructions stay within the domain of memo generation: aggregate DD data, RAG over uploaded documents, web research for market context, synthesize narrative and models. The SKILL.md is prescriptive about structure and quality standards. It is slightly high-level about how to 'pull existing DD data from platform' and 'web research' (no endpoints or credentials specified), which is expected for an instruction-only skill but leaves some implementation detail to the host platform.
Install Mechanism
No install spec and no code files—lowest-risk format. Nothing is written to disk or downloaded by the skill itself.
Credentials
The skill declares no required environment variables, credentials, or config paths. The data access it asks for (uploaded documents, platform DD data, web data) is proportionate to the stated purpose.
Persistence & Privilege
always is false and there is no request to modify other skills or system-wide config. Autonomous agent invocation is allowed by default but that is normal and not a red flag on its own.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install olo-deal-memo - After installation, invoke the skill by name or use
/olo-deal-memo - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of olo-deal-memo
- Generate structured investment memoranda for M&A from the acquirer's perspective.
- Covers all key sections: executive summary, company overview, market/competition, financial analysis, valuation, synergies, risks, transaction structure, and recommendation.
- Data-backed analysis with explicit separation of facts, assumptions, and opinions.
- Aggregates data from internal DD, uploaded documents, and market research.
- Outputs in Markdown, PDF, PPTX, and Excel formats for flexible use.
Metadata
Frequently Asked Questions
What is Olo Deal Memo?
Investment memorandum generation for M&A — structured deal write-ups from the acquirer's perspective with data-backed analysis. It is an AI Agent Skill for Claude Code / OpenClaw, with 321 downloads so far.
How do I install Olo Deal Memo?
Run "/install olo-deal-memo" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Olo Deal Memo free?
Yes, Olo Deal Memo is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Olo Deal Memo support?
Olo Deal Memo is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Olo Deal Memo?
It is built and maintained by Aleksander Niebylski (@aniebyl); the current version is v1.0.0.
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