Investment Memorandum Generation

Generate structured investment memos from the acquiring company's perspective.

Perspective

• Written for the acquiring company (use "we" for acquirer)
• Written about the target company (use company name or "the target")
• Align with acquirer's investment thesis and acquisition strategy
• Present balanced view: opportunity AND risk

Memo Structure

1. Executive Summary (1 page)

• Transaction overview: target name, sector, deal size, structure
• Strategic rationale in 3-4 bullet points
• Key financial metrics (revenue, EBITDA, growth, valuation)
• Recommendation: Proceed / Proceed with Conditions / Pass