The Information Memorandum Investors ACTUALLY Want To Read

An IM is your business plan in a nutshell.

It’s a short document, about 20–30 pages, which highlights the most important aspects and opportunities your investment offers.

It’s very similar to your?pitch deck, which you would have used as a visual cue to support your pitch.

The main difference is your IM will be much meatier. It will include more analysis, projections and explanation than you could possibly reveal in your pitch without boring your investors to tears.

That’s not to say this document should be long and drawn out.

When creating your IM, think about how an investor is going to read it.

Do you think they’re going to sit down with a glass of wine and read it cover to cover? No way!

They’ll use it when a question pops into their head, when they need their memory jogged about something you touched on in your pitch, or when they need to quote a number.

They should be able to scan the contents page and flit immediately to the section, sub-section, even sub-paragraph, that contains the answer to their question.

Being succinct is key to a professional IM. You want punchy sentences. Fact after fact after fact!

Here are the sections you need to include, in order:

Letter from the director

Investment highlights

Executive summary

Company history with milestones achieved (including R&D)

Expansion plan

Market overview

Key success factors/metrics

Risks

The team (management team)

Financial information

Finance required/the offer

Ambitions (long term goals)

Any further information

These headings and structure are based on?Integral Capital Group?and?Jack Delosa’s?recommendations.

For more details please click on below link

https://medium.com/@LoganTjm/the-information-memorandum-investors-actually-want-to-read-6dc409b5c4f8