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    Investment Memo Template

    Uploaded by

    Colin Daniel
    This pre-investment memo provides an overview of a late seed stage business seeking funding. It includes details on the company's location, human capital, current finances, product launch timeline, fundraising goals, valuation, and use of funds. Recommendations are made for investment amounts in the company for several team members at a proposed $13 million cap valuation. Risks and mitigation factors are identified. Context is provided on problems addressed and solutions offered by the company's product, as well as information on the market, trends, competition, key relationships, exit strategy, and financial projections.

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    Investment Memo Template

    Uploaded by

    Colin Daniel
    74 views3 pages
    This pre-investment memo provides an overview of a late seed stage business seeking funding. It includes details on the company's location, human capital, current finances, product launch timeline, fundraising goals, valuation, and use of funds. Recommendations are made for investment amounts in the company for several team members at a proposed $13 million cap valuation. Risks and mitigation factors are identified. Context is provided on problems addressed and solutions offered by the company's product, as well as information on the market, trends, competition, key relationships, exit strategy, and financial projections.

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    This pre-investment memo provides an overview of a late seed stage business seeking funding. It includes details on the company's location, human capital, current finances, product launch timeline, fundraising goals, valuation, and use of funds. Recommendations are made for investment amounts in the company for several team members at a proposed $13 million cap valuation. Risks and mitigation factors are identified. Context is provided on problems addressed and solutions offered by the company's product, as well as information on the market, trends, competition, key relationships, exit strategy, and financial projections.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    74 views3 pages

    Investment Memo Template

    Uploaded by

    Colin Daniel
    This pre-investment memo provides an overview of a late seed stage business seeking funding. It includes details on the company's location, human capital, current finances, product launch timeline, fundraising goals, valuation, and use of funds. Recommendations are made for investment amounts in the company for several team members at a proposed $13 million cap valuation. Risks and mitigation factors are identified. Context is provided on problems addressed and solutions offered by the company's product, as well as information on the market, trends, competition, key relationships, exit strategy, and financial projections.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 3

    June 6, 2016

    XYZ Pre-Investment Memo


    Business Summary (mandatory)
    Overview:
    Location:
    Human Capital:
    Stage: Late Seed
    Source:
    Current Cash: N/A
    Current Burn Rate:
    Current Revenue: N/A
    First Launch:
    Raising:
    Previously Raised:
    Valuation:
    Anticipated Close Date:
    Use of Capital:
    Expected Value from SA:
    Best Case Exit:
    Required Exit for RTF:
    Founder Name + Cell Phone #:
    History of negotiation:
    Identified Risk

    Identified Mitigating Factor

    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

    Context and Reasoning


    .

    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

    Exit Strategy/Potential Acquirers


    Financials
    Key Milestones for next round

    Cap Table
    Comparables
    Customer traction

    Growth Strategy/Channels

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