9+ Investment Memo Templates

Investing is a gamble. In the deal-making process of whether or not to invest in a startup, the investment memo plays an important role. The purpose of an investment memo will vary by firm, but it is commonly used to assess a candidate company to invest in. The memo will consolidate the data on the company, its market fit, its team, and its operations and technology.

If you own a startup and are looking to get early-stage seed capital from angel investors or other funders, it will be worth your time to take a look at some of the best investment memorandums. If you are a venture capitalist or investor and need a memo template, these examples will help you draft one.

Investment Memo Template

investment memo
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

In case you are looking for a template with the intent of providing others with perspective regarding a venture capitalist’s opinion of the market’s evolution, then you can check out our Investment memo template. It has documents are guaranteed to help you out in the evaluation of startups through the guidance and viewpoint of Venture Capitalists. It is high in terms of quality and expertly designed so that it is easy to use. Also, you can feel free to take full advantage of its customizability as well.

Investment Memorandum Template

investement memorandum
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

If you’re a restaurant owner looking for a template that can help you in producing a legal document for potential investors to invest, then you have stumbled upon the right template. This template explains the objectives, risks, and investment terms surrounding the funding. It is a professionally-made ready-made document that is guaranteed to help in summarizing all the contributing factors that will give investors the assurance to invest.

Investment Committee Memo Template

investment committee
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

The “Investment Committee Memo” template will help you get on board in investing for a startup company by letting you know the specifics like who are the team behind it, operations, and technology among other factors. Drafted by business experts, you are guaranteed to get the right quality content without compromising on the standards. You can customize it too by simply adding, editing or modifying any content on the template.

What Does an Investment Memo Mean and How Can I Write One?

The investment memorandum (memo) is commonly seen when a venture fund committee is weighing the decision to invest in a startup. It is basically a business memo that aims to educate the members of an investment firm regarding a particular candidate for investment.

An investment memo should help you and your team reach a strong and confident decision on whom to fund.

In order to accomplish this, the memo will typically cover these areas:

  • A summary of the target startup’s business and product/service
  • Proposed financing amount
  • The pros or reasons to invest
  • The cons or risks involved, especially regarding return potential
  • Market opportunity (target market size, value proposition, competition)
  • Marketing and sales strategy
  • Startup’s team and advisory board
  • Startup’s operational plan

To get a better idea of how to consolidate all these details to a concise professional memo, download any of these templates as free Word documents or PDF files and study them. And if you find they really work out for you, you could even modify them to use for your own purposes.

Private Equity Investment Memo Template

private equity investment
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

Save time by downloading this “Private Equity Investment Memo” template that will do the job for you by creating a well-laid-out investment memorandum. It ensures that nothing is missed out and also lets you edit and customize the document however you want it. Experience its versatility by downloading it now! You might also be interested in taking a look at some confidential memo templates.

Investment Memo Template

investment memo template
Details
File Format
  • MS Word
  • Pages

Size: A4, US

Download

Download this formally designed investment cover memo template that gives you a detailed document which you can edit or modify just the way you want it. It is a 4-page document that is available in formats of MS Word and Pages. You can download it instantly. After which, you can edit the contents and share it digitally or get it printed at home or commercially.

Investment Committee Memo Example

Details
File Format
  • PDF

Size: 64 kB

Download

Check out this investment committee memo example that gives you a clear and a proper memorandum by explaining the contents such as the recommended actions, executive summary, background and analysis, process and other contents in a neat format. You can use this to come up with an investment memo of your own.

Venture Capital Investment Memo

Details
File Format
  • PDF

Size: 9 MB

Download

The above template discusses the memorandum of an international development agency named Vita Limited that has devised a social impact investment programme which will pursue an investment strategy focused on fighting poverty and climate change in rural Africa. The approach to be carried out along with the possible risks and location details are all explained in detail. It also has forms attached to the file so you can take a look at it.

Investment Banking Memo Template

Details
File Format
  • PDF

Size: 23 kB

Download

This investment banking memo template talks about a financial firm that provides a memorandum relating to the recent amendments made to the banking law. It gives a brief update to its client on the changes by explaining the background of the laws, the rules concerning the banking agencies, segregation of assets, responsibilities of affiliate banks and so on.

Private Equity Investment Memo Template

Details
File Format
  • Doc
  • Docx

Size: 62 kB

Download

Real Estate Investment Memo

Details
File Format
  • PDF

Size: 353 kB

Download

How You Can Use These Memo Templates

These memo samples will only be useful to you insofar as they match the details of your situation. They will be invaluable as reference points for both sides of the table.

  • For private investors or angel funders – You can look at the ways an investment memo is made for other investment firms that can aid you in drafting your own memos, or help you upgrade the ones you are using already to better assess the potential of a startup.
  • For Startups – These templates will give you insights into how potential investors will be appraising your company. From this, you can focus your resources on positioning and building strengths on these points.

If you are a startup founder and an investor has placed a bet on you, so to speak, there is no credit memo involved. The only way you can make the investment worth it is to actually grow and develop your profitability. And you can only increase your ROI by focusing on the same metrics that your investors will be focusing on in these investment memos.

Whoever you are, these investment memo templates should help you to make a better decision on what to invest in. For the investor, where to invest your money. For the entrepreneur, where to invest your time, energy, and resources.

You may also like

up_arrow

Read More Articles about

BusinessMemo Templates