Investment Memo Checklist for Angels and VCs

Every investment deserves a written memo. Writing forces clear thinking and creates a record for future reference. Use this checklist to structure your memos.

Executive summary (1 paragraph): What does the company do? Why are you investing? How much at what terms?

Company overview (1 page): Problem, solution, product, traction, team. Include GitDealFlow signal screenshot for engineering velocity.

Market (1 page): TAM, SAM, SOM. Market timing. Competitive landscape. Why this company wins.

Founders (1 page): Background, domain expertise, references, commitment. Why this team can win.

Deal terms (1 page): Round size, valuation, your check size, ownership %, pro-rata rights, board seat.

Risks and mitigants (1 page): What could go wrong? How is the team mitigating these risks?

Conclusion: Conviction level (1-10), why you're investing or passing, conditions for follow-on.

FAQ

How long should an investment memo be?

3-5 pages for angels, 5-10 pages for VCs. Long enough to capture key thinking, short enough to actually get written.

Should I share the memo with the founder?

Usually not the full memo. Share key feedback in a conversation. Some VCs share the investment thesis section to align on strategy.

What if I'm passing?

Still write the memo. Document why you passed. Review your passed deals in 12 months — this calibrates your judgment.

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