Sample Investor Teaser / Memo Examples

by a searcher from University of Maryland at College Park

4 weeks ago

Does anyone have a sample investor teaser / memo they can share (redacted is fine)? I am planning to reach out to investors over the next few weeks to raise last-mile equity and preparing my materials (deck, teaser, etc.).

I am looking for any examples of how to summarize the business, financials, projected investor returns, timelines, etc. 

Of course, if anyone wants to be added to my investor contact list - drop your email below or DM for priority access.

Deal Summary: High-growth eCommerce business (i.e. not HVAC), $4.6M TTM Sales, $1.2M EBITDA, growing 30% yoy in a market with multi-year macro and micro tailwinds. Raising $500k @ projected 30-35% IRR over a 5-year hold period.

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searcher from New York University - Leonard N. Stern School of Business

I have provided a sample investor teaser for Acme eCommerce to serve as a guide. Acme eCommerce is an eCommerce company based in San Francisco, CA that sells widgets online. The company has a revenue of $4.6M TTM, an EBITDA of $1.2M, and a growth rate of 30% YoY. The market opportunity is large and growing with multi-year tailwinds. Investment highlights include a high-growth business with a proven track record, strong financial performance with significant EBITDA, a large and growing market with multi-year tailwinds, an experienced management team with a proven track record, and an opportunity for investors to achieve significant returns. The investment amount sought is $500k, and the investment thesis is that Acme eCommerce is a high-growth eCommerce business with a large and growing market opportunity, strong financial performance, and an experienced management team. To learn more about Acme eCommerce, please contact us at [email protected] and we will happily provide you with a full investment memo. When writing an effective investor teaser, it is important to keep it concise, highlight key points of the investment thesis, use strong financial metrics to support your claims, and make it easy for investors to get in touch by including contact information. I hope this information is helpful!

3 weeks ago | like reply | 0 likes

searcher from Oklahoma State University

Hi Michael, this is not a perfect 1 to 1 match but Standford's "Exhibit 19 - Sample Confidential Financing Memorandum and Update" provides a full memo (~51 pages). I am a few weeks behind you on this step in the process. My plan is to boil down the key points of this format to a one-pager which I will present in-person.

Here is the Link to Standford GSB primer, which includes access to the sample: https://www.gsb.stanford.edu/experience/about/centers-institutes/ces/research/search-funds/primer

3 weeks ago | like reply | 1 like

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