GlossaryInvesting_memo

What means Investing Memo?

An Investing Memo is a critical document that outlines the reasoning and analysis behind an investment decision. It is prepared by investors or investment teams during their due diligence of potential investments.

It may include the investment thesis, financial data, performance metrics of the target company, market trends, competitive analysis, risks, opportunities, and expected investment returns. An assessment of the management team and their capability in executing the business plan is also typically included.

The purpose of an Investing Memo is to provide a clear summary that supports the investment decision-making process and serves as a reference or communication tool for presenting the investment to stakeholders or partners.