Companies use investment memorandum for raising funds or to build investor awareness. An investment memorandum serves as the first level of information presented to potential investors and is used as a business case to generate investor interest. It is imperative to ensure that the content and structure of the document wear an impressive look since it creates a valuable impression on potential partners and can emerge as a key tool in raising capital. It is a document, which highlights the investment rationale, along with the detailed company profile, business model, management credentials, financial forecasts and strategy overview, and a detailed valuation model. At SGA, we assist clients, including corporate houses and private equity firms in producing end-to-end investment memorandums and handbooks.
The content of an investment memorandum is well structured and covers the following:
- Presents the company's business model, products, services and outlook
- Highlights the key trends, drivers and barriers shaping the industry
- Provides the management team biographies, including role and responsibilities, skills and past experience
- Prepares a robust financial model for the company's valuation, using both DCF and relative method
- Identifies investment elements and opportunities for funding support
- Conducts gap analysis between the company's current business and its future potential
Service Delivery Methodology
Our service delivery team comprises a right mix of domain experts, financial modelers and designers to produce a high-quality investment memorandum. We adopt a structured approach, including consultation with our client, exhaustive secondary research, robust financial models thorough analysis and interpretation of information.
Industries Where Our Offerings Are Applicable:
- Professional Services
Understanding the German lubricant market to facilitate an informed market entry
Understanding the Latam e-commerce market to facilitate an informed market entry
Analysing the retail market in Thailand for a possible investment in the sector
Researching the UAE food sector and identifying suitable investment candidates
Preparing Canadian Natural Gas Sector scorecard to support various investment decisions
Conducting a macro economic study of Qatar to identify fast growing sectors suitable for potential investments
"SG Analytics has been an outsourced service provider to us since the last 4 years. In this capacity, they provide competitive market and security analysis support. We have found their services to be of the highest quality and they are constantly enhancing their output in a very proactive manner.”
"I am so glad we decided to work with SG Analytics. They have certainly exceeded my expectations. I will recommend your services to others. And I will of course recommend them to my colleagues here in the US and UK."