Investor Memo Template

Instructions:

This investor memo is designed to tell a compelling story about your startup while providing investors with the critical information they need to evaluate the opportunity. Your goal is to be clear, concise, and impactful—investors see countless pitches, so this document must stand out.

Use the structured sections below to craft a persuasive, data-backed investor memo that captures attention and drives action.

1️⃣ Problem Statement

What is the urgent problem your startup is solving?
Who is experiencing this problem? (Ideal Customer Persona)
Why is this problem significant? (Include data points, market pain points, inefficiencies, etc.)

Problem Area	Description	Supporting Data
Core Pain Point	Briefly describe the key issue your startup addresses	Example: "X% of companies struggle with Y problem, leading to Z inefficiency."
Existing Solutions	Why current solutions fall short	Example: "Current options are outdated, expensive, or difficult to scale."
Urgency & Impact	What happens if this problem isn’t solved?	Example: "Companies lose $X billion annually due to this issue."

2️⃣ Solution & Value Proposition

How does your startup solve this problem?
What is your unique approach compared to competitors?
Why is your solution the best way to solve this problem?

Feature	How It Works	Value to Customers
Feature 1	Explanation	How it improves efficiency/cost/time
Feature 2	Explanation	How it benefits the user
Feature 3	Explanation	Competitive advantage

3️⃣ Market Opportunity

How big is the market?
What trends are shaping this space?
Who are the competitors, and where do you fit in?