Investment Memo Template

Structured memo builder for internal VC decision-making. Captures product, market, traction, and team signals.

Template guide & FAQ
Form cover
🚀
Page 2

Template guide

Overview

Write better investment memos. This structured builder captures the investment thesis, product analysis, and risk signals to streamline partner reviews.

Who should use this template

  • VC associates
  • Angel investors
  • Investment committees

What this template covers

Analysis

  • Company overview
  • Market opportunity
  • Product analysis

Evaluation

  • Traction summary
  • Team evaluation
  • Risks

Thesis

  • Investment thesis
  • Final recommendation

From responses to AI summary

FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).

Sample raw response

Strong traction in devtools; founders from Google/Stripe; TAM $5B; risk is high competition…

Investment memo snapshot

  • Thesis: Strong technical team solving a high-friction problem in a $5B market
  • Signal: High traction in devtools segment with low churn
  • Risk: Crowded competitive landscape; requires strong GTM execution

FAQ

How long should a memo be?
Ideally 3-5 pages of dense, data-backed analysis for early-stage deals.