Quarterly Board Report
Docs + Word17 pages
Free
- Type
- Document
- Price
- Free
- Pages
- 8 · US Letter
- Style
- Corporate
- Difficulty
- Beginner
- Updated
- October 30, 2026
Every page (8)
Overview
Investment committees need the answer first, then the evidence behind it. This memo opens with the recommendation, cheque size and ownership, then sets out the company, a three-claim thesis, the market, the team, ranked risks with mitigants and diligence steps, and the proposed terms that protect the downside.
The sample is Candlemas Holdings' proposed $750,000 seed investment for 10% of Tidewell Freight Software at $7.5M post-money, with an 8.0x base case and a stated 10x hurdle. Replace the company, round and recommendation first, then write your own three claims, returns range and risk ranking.
Useful for
- An angel or seed investor presenting a $250,000 to $750,000 cheque to a committee or syndicate
- A partner writing down why a deal was approved, with the strongest counter-argument stated fairly
- A private equity or property team adapting the terms and returns pages for a larger acquisition
What's included
- Cover and an answer-first summary with headline figures, four findings and a recommendation box
- Company and thesis page with a title block, summary strip and three claims that must be true
- Market page with a trend chart, buyer share donut and growth drivers
- Team directory with the deal team and the company's leadership
- Risk register with a diligence plan, ratings, owners and mitigants
- Proposed terms and a guide page for replacing the sample
How to use it
- 1
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
- 2
Enter the company, round, cheque size and your recommendation on the cover and in the summary box.
- 3
Write the thesis as three claims with evidence, then replace the returns case with your own entry valuation and exit range.
- 4
Rank the risks by severity and give each a mitigant or a diligence step, and delete any section the deal does not need.
- 5
Delete the guide page, then share the memo with your committee or present it.
What you need
Requirements
- A Google account with access to Google Drive
Works with
- Google Docs
- Microsoft Word (download the .docx)
Questions
Is the deal in the sample real?
No. Candlemas Holdings, Tidewell Freight Software, the people named and every figure are fictional sample content. Replace them with your own deal.
Can I use it for a property or private equity deal?
Yes. Keep the recommendation, thesis, risks and terms pages, replace the returns figures with yield or EBITDA multiples, and delete the market charts if they do not apply.
Why does the memo include a counter-argument?
A committee decides better when the strongest case against the deal is stated fairly and next to the recommendation, not discovered later in diligence.
- #investment-memo
- #angel-investing
- #venture-capital
- #investment-committee
- #deal-memo
- #due-diligence
- #google-docs
- #seed-round
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