Investments template

Investment memo builder

Agents draft the investment memo from your diligence findings, financial model and call notes. Your team edits the case for IC in one document, with the figures and findings linked to their sources.

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The agents

The evidence becomes a first draft.

Your team has already done the diligence. The agents bring the findings together, write to your structure and leave a trail back to the underlying work.

Your template

  1. 01Recommendation
  2. 02Business overview
  3. 03Investment thesis
  4. 04Financials
  5. 05Risks and open items
The draft · Risks and open items

Keep the unresolved work in the case.

The seller reports $12.6M of adjusted EBITDA. Of that, $1.4M of add-backs is still subject to the QoE review. The memo carries the issue forward for the deal team to resolve.

QoE draft · p. 22Model v4 · Inputs!D27
01

Draft from the record

Use the model, the findings and the calls together, so the memo reflects the work in the deal room.

02

Check the source

Follow a figure or finding back to the document, model cell or call note behind it.

03

Make the recommendation

Your team edits the thesis, weighs the risks and decides what goes to the committee.

The app

A memo your team can work on.

Read and edit the recommendation, thesis, financials and risks together. Keep the source beside the paragraph and the unresolved questions in view before sending it to IC.

Investment memoProject HaldenSearchAsk
Team reviewVersion 3Send to IC

INVESTMENT COMMITTEE · DRAFT FOR REVIEW

Project Halden

Prepared by the deal team · 14 October 2026

1. Recommendation

Proceed with diligence on Halden Foods, subject to resolution of the QoE add-backs and customer contract consents.

Diligence · flags 01, 02

2. Business overview

Halden is a founder-owned food producer with FY2025 revenue of $84.0M and seller-adjusted EBITDA of $12.6M.

CIM · pp. 3, 6

3. Investment thesis

Customer relationships support repeat orders. The expert call suggests switching suppliers takes 6–9 months; confirm this with customer references.

Expert call · 12:42

4. Financials

The base case uses $84.0M of FY2025 revenue. The model carries $1.4M of add-backs still subject to the QoE review.

Model v4 · Inputs!D27

5. Risks and open items

Three customer contracts contain change-of-control terms. Counsel to confirm required consents before the team finalizes its recommendation.

MSA, Grocer A · p. 14

Selected figure

FY2025 revenue · $84.0M

Halden model v4.xlsx
Inputs · D18
FY2025 revenue84,000,000

The model input agrees with the seller's reported revenue.

CIM · p. 6

Reviewer note

Keep seller-adjusted EBITDA separate until the QoE is final.

Jordan Reyes · Deal team
Open source

Illustrative app with fictional deal data. Your team sets the fields, rules and review steps.

What it reads

  • Diligence findings and open questions
  • Your financial model and assumptions
  • Management and expert call notes

What your team sees

  • A draft in your IC memo structure
  • Sources for figures and findings
  • Risks and unresolved items to review

What you set

  • Your firm's memo template
  • Which sources belong in the draft
  • Who reviews it before IC

Questions

What people ask about investment memo builder.

Can it use our own IC memo template?

Yes. The app and workflow can be set up around your process, including the sections and fields your team needs. Your team can change them later.

Does it read spreadsheets as well as documents?

Yes. Strive reads Excel and CSV as well as PDF, Word, plain text, Markdown, HTML and common image formats. Scanned pages are read with OCR.

Can we check a finding before it goes into the memo?

Yes. Findings cite the source they came from, so the team can check them. Work that needs a decision can go to a review queue with the source beside it.

Do we pay for each person reviewing the memo?

No. Viewers and reviewers are unlimited on every agreement.

Can the memo and deal data stay in our own cloud?

Yes. Strive runs in our cloud, or in your own VPC on AWS, Google Cloud or Oracle Cloud, or on your own Kubernetes cluster.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

Contact Sales

An hour of your time and a process you know well. That's all it takes.