Investment Memo Template
Investment Memo Template
Investment Memo Template
Recommendations:
Price
$13M Cap
Team Member
Neil
Dylan
Samiron
Brandon
Dempsey
Investment Amount
$1M
Score (1-10)
Additional Terms
0% Warrants
Effective Valuation
$15M Post
Adina
Firdavs
MJ
Offer Context
Problem
Solution
Product
References
Market
Overview
Trends
Competitive Landscape
Size & Growth Rate
Team
Founders/Dynamic
Business
Business Model/Price Point
Sales Channels
Key Relationships
Cap Table
Comparables
Customer traction
Growth Strategy/Channels