INFORMATION MEMORANDUM
WHY YOU NEED AN INFO MEMO
The key to successfully securing investments for a business is a strong information memorandum. 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 SHOULD THE INFO MEMO INCLUDE?
SHORT ANSWER: EVERYTHING
Or at least everything that makes sense to an investor. All the information investors or private equity firms may find useful should be included in your 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.
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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.
A GUIDE FOR THE DATA ROOM
The Info Memo is much more than a presentation: it also informs the investors on the contents they will find in the Data Room.
When starting the Due Diligence process, investors will receive access to your Data Room. Hopefully, you did a good job and you organised all the files in a professional way, but even then, the vast amount of data can oftentimes confuse investors.
WHAT ARE ALL THESE FILES?
The info memo will give a quick overview of a long list of documents hosted in tidily nested data room…