Market Research Firm-SG Analytics

Investment Memorandum

Companies use investment memorandum for raising funds or to build investor awareness. An investment memorandum serves as the first level of information presented to potential investors and is used as a business case to generate investor interest. It is imperative to ensure that the content and structure of the document wear an impressive look since it creates a valuable impression on potential partners and can emerge as a key tool in raising capital. It is a document, which highlights the investment rationale, along with the detailed company profile, business model, management credentials, financial forecasts and strategy overview, and a detailed valuation model. At SGA, we assist clients, including corporate houses and private equity firms in producing end-to-end investment memorandums and handbooks.

The content of an investment memorandum is well structured and covers the following:

  • Presents the company's business model, products, services and outlook
  • Highlights the key trends, drivers and barriers shaping the industry
  • Provides the management team biographies, including role and responsibilities, skills and past experience
  • Prepares a robust financial model for the company's valuation, using both DCF and relative method
  • Identifies investment elements and opportunities for funding support
  • Conducts gap analysis between the company's current business and its future potential
Service Delivery Methodology

Our service delivery team comprises a right mix of domain experts, financial modelers and designers to produce a high-quality investment memorandum. We adopt a structured approach, including consultation with our client, exhaustive secondary research, robust financial models thorough analysis and interpretation of information.

Industries Where Our Offerings Are Applicable:

  • Automotive
  • Consumer
  • Healthcare
  • Retail
  • Manufacturing
  • Technology
  • Professional Services

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