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Deal Memo Template Pack
8 professional deal memo templates used by top VC investment teams — from initial screening through IC presentation to post-mortem.
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What's Inside (8 Templates)
The complete deal memo toolkit for VC teams. Each template is structured to capture the information that matters for investment decisions, with guidance notes on what to include and common pitfalls. Based on patterns from Tier 1 and emerging funds.
Initial Screening Memo
Quick 1-page assessment for deal flow triage. Covers thesis fit, team, market, and initial red flags.
Deep Dive Deal Memo
Full 3-5 page investment analysis. Market sizing, competitive landscape, unit economics, risks, and recommendation.
Investment Committee Presentation
Structured IC deck template. Covers thesis, diligence findings, terms, and vote recommendation.
Term Sheet Summary
Side-by-side comparison of key terms. Highlights founder-friendly vs investor-friendly provisions.
Due Diligence Checklist
Comprehensive DD tracker covering legal, financial, technical, market, and reference checks.
Portfolio Company Update Template
Quarterly update template for portfolio companies. KPIs, milestones, asks, and risk flags.
Follow-On Investment Memo
Streamlined memo for bridge/follow-on decisions. Focuses on progress since initial investment.
Investment Post-Mortem
After an exit or write-off. Captures lessons learned, what went right/wrong, and pattern updates.
Sample Preview
- ✓Structured sections with guidance on what to write in each
- ✓Scoring rubrics for quantitative deal assessment
- ✓Red flag checklists for common pitfalls
- ✓Example language for presenting both bull and bear cases
- ✓IC presentation flow with timing recommendations