How folks learned about investment memo

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March 25, 2025

by a searcher in Las Vegas, NV, USA

I'm trying to reach Angel investors, and I noticed some websites ask about investment memos, how folks learned about them, and where/what tool they used to craft a solid investment memo.
I would be grateful if you guys share what other websites I can reach investors/VC/angel investors.

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Reply by a searcher
from University of California, Berkeley in Irvine, CA, USA
I started off with LiveOak Bank's weekly webinars. The one on Thursday teaches you about using their form of the Investment Memo. They provide templates and examples - great starting point!

SBA Self-Funded cashflow model & investment memo template training, Every Thursday Morning 9 AM PST: https://liveoakbank.zoom.us/meeting/register/tJEqd-6vqTsuHNDI4N1-qbR0eteS3b5nS2MP#/registration
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Reply by a searcher
in Las Vegas, NV, USA
Hey how did you get access to the webinar? I tried searching on my browser but I couldn't find it. Is it part of any subscription?
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