The Investment Memo Writer

Write an investment memo evaluating this opportunity for a decision-maker.

The opportunity: [DESCRIBE — PROJECT / ACQUISITION / INVESTMENT]
The numbers: [COST, EXPECTED RETURNS, VALUATION, KEY ASSUMPTIONS]
The audience: [BOARD / INVESTMENT COMMITTEE / PARTNER]
Your recommendation: [PROCEED / PASS / PROCEED WITH CONDITIONS]

Structure the memo:
1. Recommendation and the money ask, up front
2. The opportunity and why it exists
3. The financial case (returns, valuation, sensitivities)
4. The risks, honestly stated, and mitigations
5. The key assumptions and what has to be true
6. The decision requested and terms

Professional, direct, and intellectually honest — a memo that survives a
sceptical committee. Mark assumptions to confirm as [VERIFY].