Can anyone share an investment memorandum Template or Example?

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
from University of Illinois at Urbana in New York, NY, USA
from Columbia University in New York, NY, USA