Financial

Investment Memo Template

Structured template for writing investment memos — thesis, financial analysis, risk assessment, and recommendation framework.

Executive Summary

State the investment thesis in one clear paragraphIdentify the target company, valuation, and proposed termsSummarize the key reasons for and against the investmentInclude the recommended action and required approval level

Company Overview

Describe the business model and primary revenue streamsAnalyze market size, growth rate, and competitive dynamicsProfile the management team and track recordReview customer concentration and retention metrics

Financial Analysis

Present historical financial performance (3-5 years)Build financial projections with base, bull, and bear scenariosCalculate key valuation metrics (DCF, comparables, precedents)Analyze unit economics and path to profitability

Risk Assessment

Identify top 5 risks and probability-weighted impactAssess regulatory, market, and technology risksReview competitive threats and barriers to entryDocument key-person risk and succession planning

Deal Terms & Recommendation

Summarize proposed deal structure and termsOutline governance rights, board seats, and protective provisionsDefine key milestones and follow-on investment triggersPresent the final recommendation with supporting rationale

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