Infomemo Checklis Matters2

INFO MEMO CHECKLIST

DO I NEED AN INFO MEMO?

The key to successfully securing investments for a business is a strong information memorandum, also referred to as an info memo. Without a thorough info memo, a potential investor or buyer will not have the information they need to create an offer for your business and may view your company as naïve or unprofessional.

WHAT IS AN INFO MEMO?

An info memo is a document which contains a comprehensive description of a business. The purpose of an info memo is to outline the investment or sales potential of a business and provide all the information a potential buyer or investor may need. For this reason, info memos are presented in an appealing and positive way but, at the same time, they need to look professional and don’t have to be salesy.

WHAT INFORMATION SHOULD AN INFO MEMO CONTAIN?

All the information investors or private equity firms may find useful should be included on an info memo. For example, you should include an executive summary of your business, information about your target customers and a financial overview of your company, to name but some of the information you should include.

HOW CAN I ENSURE I CREATE A COMPLETE INFO MEMO?

The team at Matters2 have recently made their elite info memo checklist available to download for free. By following the checklist you can ensure you create a detailed, comprehensive info memo that will impress your potential investors. The checklist is conveniently divided into sections, for example, operations, customers and industry. Each section is then broken down further to the specific pieces of information you should include in your info memo. 

Once you have completed the checklist you can have complete confidence in the quality of your info memo and ensure your business is investment-ready. 

TIP: FLAG THE CHECKLIST (IN THE PDF!) ONCE A CHAPTER IS COMPLETE

CONTACT MATTERS2 TODAY

If you’d like to learn more about how you can get your business investment ready or would like to learn about our info memo in more detail, do not hesitate to contact Matters2. 

Matters2 is an independent consultancy who specialises in investments, so no matter what sector your business is in, we can help you secure the investment you need to take your business to the next level.

Infomemo Checklis Matters2

SUBSCRIBE TO OUR NEWSLETTER
TO RECEIVE UPDATES ON NEW ARTICLES

rebel matters2

Being A Rebel

Being a rebel isn’t generally considered to be a positive way to live your life. However, in business, being a rebel can often work in your favour
Mondrian Matters2

Sophisticated Investors and HNWI

A sophisticated investor is an investor that has sufficient capital and experience to evaluate independently the soundness of an investment opportunity, and bring forward such investment process.
Pivot Matters2

Lean Startups & Pivots

The lean startup method aims to find and develop a business or product for which there is demand. You start with your idea, then you test and develop from the feedback you…
Infomemo Checklis Matters2

Info Memo Checklist

The key to successfully securing investments for a business is a strong information memorandum, also referred to as an info memo

SUBSCRIBE TO OUR NEWSLETTER
TO RECEIVE UPDATES ON NEW ARTICLES

Lehman Brothers in 1957

Lehman Scale

LEHMAN FORMULA So, let’s address the elephant in the…

Leave a Reply

Your email address will not be published.Required fields are marked *