Investor Memorandum - Simplified

A. Investor Memorandum defined IM is a document that enables the reader understand a business and its viability proposition precisely IM provides information for promoting the participation of stakeholders IM is a strategy document, it’s a summary and hence not a detailed one B. Aspects of IM IM Components: Business/Investment Plan + Investment Teaser + Executive Summary Purpose: To communicate and market abusiness idea Objectives: Seeking business partner Seeking financing Seeking approval for a project Others C. Business Plan Marketing document Targeted to a particular audience – so need to know your reader Anticipate questions/concerns of target reader Comprehensive analysis of the business, the market opportunity with financial plan D. Investment Teaser A developed summary of the investment concept behind an investment idea 5 pages Includes the outline of...