A professional investment memorandum, done in 60 seconds.
Fill in your disclaimer, executive summary, the opportunity and business model. Download a finished Word and PDF, ready to share.
Generate your investment memorandum →Formal memorandum presenting an investment opportunity to prospective investors.
Fill in the form and click Preview Document to see your document here.
What's in your investment memorandum
- Company Name
- Prepared By
- Date
- Disclaimer
- Executive Summary
- The Opportunity
- Business Model
- Market Analysis
From blank page to finished investment memorandum in three steps
Fill the form
Disclaimer, executive summary, the opportunity and business model. Every field is specific to an investment memorandum.
Preview
See the finished document before you download — formatting, sections, and layout all visible.
Download
Word and PDF. One credit. Ready to send.
Frequently asked questions
What is a Investment Memorandum?
An investment memorandum is the document founders use to present a funding opportunity to investors in a structured, professional format — going deeper than a pitch deck. With Elevify, you fill in a short form covering your opportunity, traction, financial projections, and use of funds, and get a finished investment memo as Word or PDF.
When should I use this template?
Built for founders at seed through Series A who need a document investors read when they're seriously considering writing a cheque. Use it after initial interest from an investor has been established, when they want the detail behind your pitch deck. Includes a disclaimer confirming the document is for information purposes only.
Can I include a pricing table with multiple line items?
Yes. Add as many line items as you need. The generator produces a formatted table with a totals row.
Can I upload my logo?
Yes. Your logo appears on the generated document, and you can also choose a style, accent color, and font.
What currencies are supported?
USD, GBP, EUR, CAD, AUD, and more. Select your currency in the form.
Does the document include a disclaimer?
Yes. A disclaimer confirming the document is for information purposes only and does not constitute an offer of securities is included by default. Have it reviewed by a legal professional before distributing.
What is the difference between an investment memo and a pitch deck?
A pitch deck is a visual presentation for a first meeting. An investment memo is a written document for serious due diligence. Most founders need both.
Can I edit the document after downloading?
Yes. The Word file is fully editable. The PDF is a locked final version, ready to send.
How much does it cost to download an investment memorandum?
It costs $1.99 per download, or less with a credit pack. Credits never expire.