INFORMATION
MEMORANDUM
CHECKLIST
Exe c u t i v e S um m a ry.
Operations.
Company Overview
Suppliers and Procurement
Key Financials and Drivers
Production and Distribution
Scope of Investment
Research and Development
Key Considerations
Logistics
C o m pa n y .
History and milestones
Legal Structure
Data to include in the
Info Memo
Systems and Processes
Marketing and Sales
Clients.
F in a n c ia ls .
IP, Trademarks & Patents
Overview of Key Customers
Overview
Business Model
Analysis of Customer Concentration
P&L Statement
Corporate Vision and Strategy
Attrition Trends and Projections
Balance Sheet
Current Market Share
Cash Flow
B u sin e s s .
Business Units and Markets
Industry .
O u t lo o k.
Products and Services
Industry Structure
Long and Short Term Goals
KPIs
Competitors
Growth Strategies
Competitive Position
Key Figures
Strategic Plans
Exit Strategy
Re sou rc e s .
Organization
Employees
Infrastructure
Company Valuation
Investment Proposal