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.
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