Financial Glossary

Investment memo

Definition

An investment memo is a written document that outlines the details and rationale behind an investment decision, typically used in venture capital and private equity.

Related Services

Venture capital, private equity, and financial advisory services assist businesses and investors in preparing investment memos to support decision-making.

Problem and Application

Investment memos must provide clear and accurate information to support investment decisions. A poorly written memo can lead to missed opportunities or misguided investments.

Conclusion

Investment memos are key tools in the investment process, helping investors assess potential opportunities and risks, and ensuring informed decisions are made.