5+ 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 ways the investment memorandum will take. If you are a venture capitalist or investor and need a memo template, these examples will help you draft one.

Investment Committee Memo Example

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Size: 64 kB

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Venture Capital Investment Memo

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  • PDF

Size: 9 MB

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Investment Banking Memo Template

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Size: 23 kB

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What Is an Investment Memo 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.

A comprehensive investment memo should help you and your team reach a 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

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  • Docx

Size: 62 kB

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Real Estate Investment Memo

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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 investing 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.

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.

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.

Make sure you take note.

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