Can anyone share an investment memorandum Template or Example?

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October 03, 2024

by a searcher from Georgetown University in Brooklyn, NY, USA


This is to use in an equity for a deal that I currently have under LOI.

I'm currently thinking a###-###-#### PPT deck. Key topics:
1. Executive Summary: What are we acquiring and why? 2. Industry Overview: Outline, trends, key competitors 3. Company Operations: Background, current owner, business model, performance, customers 4. Management team: Senior staff, org chart 5. Historical Financial Performance 6. Long Range Plan and Forecast: Growth strategies, Financial projections, operating improvements, exit scenarios 7. Investment Highlights: Why we like the company and the deal 8. Transaction: Expected returns, form of investment, sources and uses of capital, cap table post-acquisition 9. Key risks: Risk, probability, severity, mitigation

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Reply by a searcher
from University of Illinois at Urbana in New York, NY, USA
Mitchell, I tried to DM you the deck but it's not getting through somehow. I'm happy to email you if you can dm me your email address.
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Reply by a searcher
from Columbia University in New York, NY, USA
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