Investment Memorandum
Overview
An Investment Memorandum is typically a shorter document that provides a general overview of the investment opportunity, including information about the company or project, the management team, the industry, and the risks and potential returns of the investment. It’s usually used to provide a high-level summary of the investment opportunity and is intended to attract the attention of potential investors and encourage them to request more detailed information.
Why Does a Company Need One?
By disclosing as much information about your company as possible, a IM is one of the best ways to protect yourself and your business. This protects you from potential lawsuits if something were to happen to your company
We can add price to your task via maximizing the impact of your document!
Most businesses struggle because the owner doesn’t have a handle on their documents. Key to our success is making sure that you understand them. We are able to do this by preparing the most impactful, most concise IMs, of any business plan writer
What is included in our customized Investment Memorandum?
The professionals at Ideate Business Plans have experience creating IMs, PPMs, OMs, and Prospectuses. We are able to create a high-quality document that provides relevant information to potential investors
Some Key Features
Investment Highlights
A summary of the key selling points of the business generally and the proposed transaction specifically for the investment.
Corporate Information
Corporate history with major milestones, organizational structure, geographic spread, ownership, management team.
Products & Services Offerings
Products and services your company offers. A total number of customers and their segments, unique selling points.
Performance Overview
Past and current financial and operational performance review, key performance metrics, and how you will achieve targets
Market and Competition
Overview and potential of the target market, current and expected market share, and associated risk factors for investments.
Proposed transaction
A summary of the transaction that investors are being asked to participate in the reasons to the amount of capital to be raised.
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We can help you by preparing the right document that
Increases the number of potential investors to increase the level of competition in the deal.
Reduces the impact of potential investors' preliminary education on management.
Allows for the clear expression of the key selling messages of the business and investment.
Aids in the education of potential investors who may have a lower level of starting knowledge.
Few of our prestigious clients
We have collaborated with numerous successful entrepreneurs and businesses across diverse industries.
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Why is Information Memorandum important for business today?
1
By giving potential investors a summary of the most important characteristics of the firm and the potential deal, it decreases the cost of participating in the transaction.
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This enables potential investors to decide whether they want to move forward with the deal and perform more due diligence at a very minimal cost.
3
These elements work together to make it easier for more potential investors to evaluate the opportunity, increasing the level of competition in the deal and raising the likelihood.
By giving potential investors a summary of the most important characteristics of the firm and the potential deal, it decreases the cost of participating in the transaction.
This enables potential investors to decide whether they want to move forward with the deal and perform more due diligence at a very minimal cost.
These elements work together to make it easier for more potential investors to evaluate the opportunity, increasing the level of competition in the deal and raising the likelihood.
If you're passionate about your business, Let us help you out!
Different businesses have different standards for what should be included in a business plan.
Our team of expert business planners will create a custom plan tailored specifically to your business.
