9+ Investment Memo Templates

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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. Take the help of a memorandum of agreements while creating the best memorandum for your organization.

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
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  • Google Docs
  • MS Word
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Size: A4, US

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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 the above investment memo. 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 Committee Memo Template

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  • Google Docs
  • MS Word
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Size: A4, US

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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.

Private Equity Investment Memo Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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The above template is a private equity investment memo template, that can be easily edited and customized in the way that covers your needs best. It ensures that nothing is missed out and also lets you edit and customize the document however you want it. You can also take a look at the memo templates in Google Docs so that you can make easier documents. Experience its versatility by downloading it now!

Investment Memorandum Template

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

Size: A4, US

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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.

What is an Investment Memorandum?

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 good and strong decision on who you have to fund or for.

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.

Investment Memo Template

investment memo template
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File Format
  • MS Word
  • Pages

Size: A4, US

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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

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  • PDF

Size: 64 KB

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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 take the help of the above template to come up with an investment memo of your own.

Venture Capital Investment Memo

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  • PDF

Size: 9 MB

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The above template discusses the memorandum of an international development agency named Vita Limited that has devised a social impact investment program that will pursue an investment strategy focused on fighting poverty and climate change in rural Africa. Check the memorandum of understanding for more details. 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

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Size: 23 KB

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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, the segregation of assets, responsibilities of affiliate banks and so on. Check business agreement templates to create the right agreements for your business, so that you have all the facts and points covered without fail.

Private Equity Investment Memo Template

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  • Docx

Size: 62 KB

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How to Write an Investment Memo?

how to write an investment memo

If you are looking for the right ways to write the perfect investment memo for your organization, then you are in the right place. You can take the help of these following steps and create the right memo for your organization, that will be of great help to expand your clientele:

1. Goals and Objectives

The first thing you need to do before you make an investment memorandum is to know what are your main goals and objectives. These objectives should be clearly mentioned in the memorandum so that your potential clients can know what they need to do to get you there as this will also benefit them.

2. Details of the Deal

There are many word templates in Word that can be of great help to you while you create the best investment memo for your organization. The next step would be to give the details of the deal you have made with the client. These details should include every minute details without fail like the name of the organization, the parties involved, the kind of a deal it is, the finance, etc.

3. Potential Risks

It is mandatory that you mention all the potential risks that could occur possibly during the transaction in the investment memo without fail. You can take the help of legal memorandum templates available online for more detailed descriptions on what you should be doing and how you can possibly name all the risks that might occur unexpectedly.

4. Terms and Conditions

Terms and conditions play an important role in an investment memo as this shows the rules and regulations that have to be followed by all those involved in the investment. Also, mention all the rules of termination clearly without fail. This way, everyone is aware of what should be done and what shouldn’t.

5. Review

Once your memorandum is ready, give it a read, just in case there are any changes or mistakes that have to be rectified. Mention all the laws, warranties, rules of termination, etc. without fail. Formal memorandum templates can help you create the best formal memos regardless of what organization you work in or which industry you work for.

Real Estate Investment Memo

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  • PDF

Size: 353 KB

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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.

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