Investor Memo Template
Fundraising
Seed
KEY OUTCOMES
A clear, compelling investor memo that concisely communicates the startup’s vision, traction, and funding ask, making it easier to attract and convert investor interest.
CREATED BY
Kendra Garagan
Founder
@
Kenergy
1-3 HOURS
TO COMPLETE
THE OVERVIEW
This template helps founders craft a compelling investor memo that clearly articulates their startup’s problem, solution, market opportunity, traction, and business model. It ensures that investors quickly grasp the investment potential and understand why this startup is worth backing.
WHAT PROBLEM IT SOLVES
Startups often struggle with communicating their investment opportunity concisely and persuasively. Many founders either overload investors with unnecessary details or fail to highlight key traction points, making it difficult to secure funding. This template provides a structured, investor-friendly format to present a startup’s vision, traction, and funding ask in a way that resonates with potential investors.
WHAT'S INSIDE
Problem & Solution Statement: A concise summary of the problem being solved and the startup’s unique approach Market Opportunity & Competitive Landscape: Clear insights into market size, trends, and differentiation Traction & Milestones: Data-driven proof of progress, including revenue, user growth, partnerships, or product development Business Model & Monetization: Breakdown of revenue streams and growth projections Funding Ask & Use of Funds: How much is being raised, key allocation of capital, and expected outcomes
BEFORE YOU BEGIN
Ensure you have key traction data, market insights, and a clear funding ask before filling out the memo. Investors expect numbers, not just vision.
IDEAL FOR
Founders actively raising a pre-seed, seed, or Series A round Startups looking to organize investor communications more effectively Entrepreneurs preparing for investor meetings or follow-ups after a pitch
THE BENEFITS
Provides a structured, digestible format that investors can quickly review Helps founders highlight the most compelling aspects of their business Reduces unnecessary fluff and ensures clear, data-driven storytelling Creates a repeatable fundraising asset that can be shared with multiple investors
CREATOR TIP
Investors skim first, then dive deeper. Make the first few sections sharp and compelling.
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