AI Prompt for Writing Investment Memos
Structure a clear investment memo with thesis, risks, deal mechanics, and recommendation — for VC, internal budgets, or acquisition decisions.
What it does
Generates a structured investment memo for evaluating any significant resource commitment — venture investment, internal project funding, acquisition, major vendor selection, or strategic partnership. The format works for a $50k project budget request and a $5M acquisition decision. The key discipline: it forces you to articulate the thesis, anti-thesis, and what would change your mind.
Example output
A 3–4 line excerpt of what this prompt produces.
Anti-thesis: The TAM calculation assumes 12% annual conversion of spreadsheet-based teams to SaaS tooling, but the three largest players in this segment have averaged 4% conversion over the past 5 years. If the actual conversion rate holds at 4%, the investment breaks even only in year 7 — outside the fund's horizon. The thesis survives only if the product's onboarding friction is measurably lower than incumbents, which the current 43% Day-7 retention does not yet demonstrate.
Prompt structure
The sections this prompt guides the model through.
- 1. One-Line Recommendation
- 2. Investment Thesis (Bull Case)
- 3. Anti-Thesis (Bear Case)
- 4. Key Metrics & Evidence
- 5. Deal Mechanics
- 6. Scenario Analysis
- 7. What Would Change My Mind
- 8. Open Questions
- 9. Recommendation (Detailed)
Opening lines
The first lines of the prompt itself.
Write an investment memo for the following opportunity.…
One rule from the prompt
A single rule — the full prompt contains more.
Each reason in the thesis must be falsifiable — if you can't imagine evidence that disproves it, it's not a thesis, it's a hope. Steel-man the anti-thesis. Don't strawman the risks.
Unlock the full prompt
Part of the Strategic Analysis Pack — 7 prompts for CHF 19.
View pack — CHF 19