Investment Memo Template

A section-by-section structure for an investment committee memo, covering thesis, business quality, valuation, and key risks.

What this template is for

Help analysts produce a sourced, explainable investment memo that holds up in committee review, partner discussion, and data room diligence.

Template Details

Category
Research Deliverable
Best for
Active deal
Format
CSV
Last updated
March 5, 2026
Maintained by
AIMPACT Team

Includes

  • - 12-section memo outline
  • - Evidence prompts per section
  • - Source citation checklist

How to use it

  1. 1.Copy the CSV into your preferred document or spreadsheet tool.
  2. 2.Write one clear claim per section before adding supporting detail.
  3. 3.Attach a source for every market, financial, and valuation claim.
  4. 4.Run a final pass to ensure the recommendation matches the evidence.

Latest Update

March 5, 2026: Refined section prompts for investment committee reviews in 2026.

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