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Deal memo template (free, copy-paste)

A clean deal memo template for early-stage investors — the exact sections to capture when evaluating a startup, including where to record engineering-momentum signals. Free to copy and adapt.

Free to copy and adapt. All GitDealFlow templates are released for the investor community.

What this template is for

A deal memo is the one-page document you write after a first meeting. Its job is to force clarity: does this startup fit the thesis, is the team real, is the signal there, and should it advance? This template captures the essentials without bloat.

Template fields

How to use it

Most investors keep this in Notion or Google Docs per portfolio company. The 'signal snapshot' field is where GitDealFlow users paste the engineering-acceleration note — it standardizes the pre-round signal across deals so you can compare momentum objectively.

Common questions

Is this template free?

Yes. All templates on this site are free to copy and adapt.

Can I customize it?

Absolutely — adapt the fields and sections to your fund's workflow. The structure is a starting point, not a constraint.

Where does the GitDealFlow signal fit?

In the 'signal snapshot' field — paste the weekly digest note for the startup. That standardizes the pre-round momentum signal across all your memos.

About this page: Published 2026-07-18. Authored by The Data Nerd (ORCID 0009-0002-2222-4112), the pseudonymous maintainer of GitDealFlow. The methodology is published as SSRN preprint 6606558 and archived on Zenodo. Third-party statistics are sourced from the Ahrefs AEO methodology. Report an error.