The following list includes recommended topics you should include in your investment memo:
Investment Recommendation – Your recommended action (invest or not) and a breakdown of Key Risks and Rationale to support your recommendation
Business Model – Product, Revenue Model
Management analysis
Market Sizing (bottom up) – Customer, Key Drivers and Trends
Competitive Landscape – Competitors, competitive advantages
Social/Environmental Impact Assessment
Financial Analysis – Operating Performance/Projections, Cash Flows, and KPIs
Valuation Estimate – How much the company is worth today
Exit Strategy – Return on investment, how/when we get our money back
Memos should be saved in a pdf format with the following description: Last Name_First Name_Investment Memo. Any additional documents or excel files should also be labeled with Last Name_First Name_(Title of additional doc).
