Draft Preliminary Investment Memo

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December 04, 2024

by a searcher from Northwestern University - Kellogg School of Management in Chicago, IL, USA

Would anyone be kind enough to share their draft preliminary investment memo to share with investors? I am looking for inspiration. Thanks!

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Reply by a searcher
from IESE Business School in Madrid, Spain
Hi Courtney, you can use the template from the Stanford Primer (at least in Spain is well liked by investors); https://www.gsb.stanford.edu/experience/about/centers-institutes/ces/research/search-funds/primer
It is very easy to fill. you just have to fill out the fields that are in brackets.
I am currently building mine, so if you want me to share my draft please reach out to me.
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Reply by a searcher
from Tulane University in New Orleans, LA, USA
^redacted‌ thanks for the tag. ^redacted‌ I use a pitch deck for deals I'm raising money for. If you send me your email address I'll send you a pitch deck as inspiration.
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