Also known as: investment memo, deal memo

Investor Memo

TechnicalDocumentsFundraising

Definition

Investor Memo: An investor memo is a written document articulating the investment thesis for a company—covering market opportunity, product, team, traction, risks, and terms. VCs write memos internally to justify investments; founders sometimes write them to articulate their own narrative clearly.

Example Usage

“Writing our own investor memo forced clarity on our narrative. We used it to align our pitch deck and talking points.”

Common Misconceptions

Only VCs write investment memos. Founders writing their own memo sharpens thinking and pitch clarity.

Memos are just pitch decks in text. Good memos go deeper, addressing nuances and risks decks can't cover.

Hide weaknesses in memos. Acknowledging and addressing risks builds credibility.

Related Terms

Pitch Deck

A pitch deck is a presentation that gives investors an overview of your business, typically covering the problem, solution, market size, business mode...

FoundationalFundraisingDocuments

Due Diligence

Due diligence is the investigation process investors conduct before finalizing an investment. It typically covers financials, legal matters, technolog...

ConceptualFundraisingOperations

Term Sheet

A term sheet is a non-binding document outlining the key terms of a proposed investment, including valuation, investment amount, board composition, li...

ConceptualFundraisingDocuments

Related Tools

Notion

All-in-one workspace for notes, docs, wikis, and projects.

Google Docs

Free online documents with real-time collaboration.

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Investor Memo

Definition

Example Usage

Common Misconceptions

Related Terms

Pitch Deck

Due Diligence

Term Sheet

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