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I am looking for a template document for an investment memo. This would be an investment banking commitments committee memo or the equivalent of an debt/equity investor approval memo.
Something that shows:
- Overview (what are you looking for - raise debt: how much?, raise equity: how much?, etc.)
- Transaction Overview
- Deal structure
- Case Financials
- Case Assumptions
- Case Valuation/Exit
- Risks & Mitigants
- Company Overview
- Team/Management overview
- Customer/Competitor Analysis
- Management Financials
- Industry Overview
Summary of Terms
Preferably in Excel which can then be printed with some macros but Powerpoint or Word is also easy.
What I am missing I will work with you to build so that there is a proper complete template.
If this is interesting, please send me a pdf of what work you have so I can evaluate it and then will work with you to build upon it.
After which on an on-going basis we will be able to send you the information an...
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