Go deeper on the business
Develop company, market and competitive analysis. Bring customer, product, operational and financial findings into the investment narrative.
Buy-side / Investment memorandums
Go from deal research
to a complete investment memo.
Research the business, develop the investment rationale, and bring the financial and operating case together. Give your committee a substantive recommendation while freeing your team to move the transaction forward.
Read the recommendation, then follow the supporting argument.Actual product screen
More capacity for the work behind the recommendation
Build the argument.
Develop the supporting detail.
A strong memo combines several disciplines. Your Analyst helps you research and write across them, while you direct the work and shape the recommendation.
Connect the deal to value creation
Explain what you are buying, the basis for valuation, the proposed structure and the operating plan. Separate the existing business from the value you expect to create.
Produce the document your committee needs
Develop the executive recommendation and supporting sections. Refine the memo with your team, retain the source context, and export the version for review.
Take a closer look
Sample investment memorandum ↗Supporting valuation model ↗Get the full investment case onto the page.
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