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Investment memo templates

3 templates

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Compare investment memo versions

Angel Investment NotesImpact Investment MemoInvestment Memo
FormatDocumentDocumentDocument
Works inGoogle Docs and WordGoogle Docs and WordGoogle Docs and Word
Length7 pages7 pages8 pages
StyleMinimalFriendlyCorporate

Writing an investment memo that gets read

Investment memo or committee paper recommending an investment. That is the job of the 3 templates on this page, and each one takes a different angle on it.

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Compare Angel Investment Notes, Impact Investment Memo, and Investment Memo, all 7 to 8 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is the best investment memo template to begin from?

Start with Angel Investment Notes: Decide on a small angel cheque with a short personal memo that sets out the thesis, the risks, the terms and the decision. If that is not the right fit, compare it with Impact Investment Memo.

How long is an investment memo?

The templates here are 7 to 8 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for an investment memo?

Yes. These investment memo templates work in Google Docs and Microsoft Word. All 3 templates are free, with no account or email needed.

Who are these investment memo templates written for?

Mostly startups and founders. The sample text in each one is written for a specific situation, so replace it with your own details.

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