Development of investment memorandum
- Financial Consulting
- Investment banking
- Investor relations (IR)
The investment memorandum is a document developed to catch the interest of an investor and attract his attention to your project (company as a whole) and to support his interest by showing various aspects of the investment attractiveness of the business. The document contains structured comprehensive information about the company, and at the same time, the level of details and format of the information is determined by the needs of the group of investors for which the memorandum is developed for. A well prepared professional memorandum is a successful basis for a fruitful cooperation and strategic partnership with the investors.
If during your activity you have faced a necessity in external financing to implement a development project for the company, preparation of an investment memorandum will be one of the key components of documents formation for such a project.
The high professional level of the specialists of Pro Capital Investment and our profound experience in this sphere will enable high quality of the prepared documents. An investment memorandum prepared by our company will contain all the necessary information which will put your business in the most favourable light and will boost the chance for investors in taking a positive decision with regard to project financing or other form of investment participation. Within the preparation of an investment memorandum we will consult on the deal with the potential investor, as well as during attraction of investments will optimize the cooperation between the potential investor and company’s management.
Key goals of investment memorandum:
- Pre-IPO, IPO and Private Placement;
- Bonds issuance;
- Attraction of short-term and long-term financing;
- Sale of a company’s share;
- Strategic partnership with investors.
To view a portfolio of prepared investment projects, follow the link:(the portfolio is in pdf format – they are uploaded by link)
- Commercial and residential real estate;
- Production sector;
- Food industry;
- Agricultural sector;
- Trading sphere;
- Sector of services.
An obligatory structural component of the memorandum, excluding the introduction and conclusion, is the sectorial analysis of the economy (market segment) in which the company is operating, general information about the company, production characteristics, marketing and sales peculiarities, valuation of the staffing potential (management and employees), financial information, other issues determined by specific requirements of the memorandum.
It is important to understand the difference between the investment memorandum which is an offer to an investor (even though it contains various detailed information about the company, its activity, products characteristics, planned project, etc.), and the business plan which covers this and additional information in a form of a management manual. At the same time, a business plan precedes an investment memorandum which grounds the viability of the investor’s decision for investments therein (or a specific project) based on the key aspects of the company’s activity.
After the acquaintance with the investment memorandum, in order for the investor to take a decision on further cooperation and further contact with the company-recipient, the document should be prepared by professionals who know all the details on its formation, requirements for investors, as well as wishes of separate interested groups.