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Invetment Memo Template
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Finance & Management > Management Consulting

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  • Posted: Sun, Nov 08, 2009
  • Time Left: Closed
  • Location: Anywhere
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  • Hrs/wk: Not Sure | Duration: 1-2 weeks
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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

maybe also
- Company Overview
- Structure
- 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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